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Fort Point Capital Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Fort Point Capital Partners’s Portfolio JPEF Stock Details JPEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,387
Closed -$1.08M – 274
2025
Q2 		$1.08M Buy
15,387
+471
+3% +$30.7K 0.08% 141
2025
Q1 		$950K Buy
14,916
+2,805
+23% +$188K 0.1% 129
2024
Q4 		$813K Buy
12,111
+1,077
+10% +$72.9K 0.09% 153
2024
Q3 		$723K Buy
11,034
+5,029
+84% +$318K 0.09% 144
2024
Q2 		$374K Buy
+6,005
New +$358K 0.05% 228

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Fort Point Capital Partners's JPEF Position: Q3 2025 in Review

Fort Point Capital Partners sold out of JPMorgan Equity Focus ETF (JPEF) in Q3 2025, closing a stake of 15,387 shares — an estimated $1.08M sold.

Fort Point Capital Partners first reported a position in JPEF in Q2 2024 and held it in 5 quarters. The position peaked at $1.08M in Q2 2025. 118 funds tracked by Wall St. Rank hold JPEF as of Q3 2025.

  • Fort Point Capital Partners reported no remaining JPMorgan Equity Focus ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 15,387 JPMorgan Equity Focus ETF shares in Q3 2025, an estimated $1.08M.
  • Fort Point Capital Partners first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and held it in 5 quarters.
  • Fort Point Capital Partners's JPMorgan Equity Focus ETF position peaked at $1.08M in Q2 2025.
  • 118 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.