Friday Financial
JPEF icon

Friday Financial’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Friday Financial’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
2026
Q3 		$1.93M Buy
23,823
+15,501
+186% +$1.26M 0.38% 41
2026
Q2 		$669K Buy
+8,322
New +$652K 0.18% 61

Other funds holding JPEF

Leverty Financial Group
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Friday Financial's JPEF Position: Q3 2026 in Review

Friday Financial increased its JPMorgan Equity Focus ETF (JPEF) stake by 186% in Q3 2026, buying an estimated $1.26M and bringing the position to 23,823 shares worth $1.93M. The position accounts for 0.38% of the portfolio, ranked #41.

Friday Financial first reported a position in JPEF in Q2 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.

  • Friday Financial held 23,823 shares of JPMorgan Equity Focus ETF worth $1.93M as of Q3 2026.
  • Friday Financial bought 15,501 JPMorgan Equity Focus ETF shares in Q3 2026, an estimated $1.26M.
  • JPMorgan Equity Focus ETF made up 0.38% of Friday Financial's portfolio in Q3 2026, its #41 holding.
  • Friday Financial first reported a position in JPMorgan Equity Focus ETF in Q2 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.