Gentry Private Wealth’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Gentry Private Wealth’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 Q1	$237K	Hold	3,299	–	–	0.14%	88
2025 Q4	$246K	Hold	3,299	–	–	0.16%	87
2025 Q3	$244K	Hold	3,299	–	–	0.17%	84
2025 Q2	$231K	Hold	3,299	–	–	0.18%	83
2025 Q1	$210K	Hold	3,299	–	–	0.17%	84
2024 Q4	$221K	Hold	3,299	–	–	0.92%	32
2024 Q3	$216K	Hold	3,299	–	–	0.18%	81
2024 Q2	$206K	Buy	+3,299	New	+$197K	0.18%	76

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Gentry Private Wealth's JPEF Position: Q1 2026 in Review

Gentry Private Wealth held its JPMorgan Equity Focus ETF (JPEF) position steady in Q1 2026 at 3,299 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #88.

Gentry Private Wealth first reported a position in JPEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $246K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Gentry Private Wealth held 3,299 shares of JPMorgan Equity Focus ETF worth $237K as of Q1 2026.
Gentry Private Wealth left its JPMorgan Equity Focus ETF share count unchanged in Q1 2026.
JPMorgan Equity Focus ETF made up 0.14% of Gentry Private Wealth's portfolio in Q1 2026, its #88 holding.
Gentry Private Wealth first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and has held it in 8 quarters since.
Gentry Private Wealth's JPMorgan Equity Focus ETF position peaked at $246K in Q4 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.