Focus Partners Wealth’s JPMorgan Preferred and Income Securities ETF JPRF Stock Holding History

Focus Partners Wealth’s Portfolio JPRF Stock Details JPRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$211K	Buy	+4,359	New	+$216K	﹤0.01%	2563

Other funds holding JPRF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Summa Corp Tomball, Texas $492M AUM 67.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth's JPRF Position: Q3 2026 in Review

Focus Partners Wealth opened a new position in JPMorgan Preferred and Income Securities ETF (JPRF) in Q3 2026: 4,359 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #2563 among its holdings.

20 funds tracked by Wall St. Rank hold JPRF as of Q3 2026.

Focus Partners Wealth held 4,359 shares of JPMorgan Preferred and Income Securities ETF worth $211K as of Q3 2026.
JPMorgan Preferred and Income Securities ETF was a new Focus Partners Wealth position in Q3 2026.
JPMorgan Preferred and Income Securities ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q3 2026, its #2563 holding.
20 funds tracked by Wall St. Rank held JPMorgan Preferred and Income Securities ETF as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.