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 Q2	$214K	Sell	2,658 -641	-19%	-$50.3K	0.11%	105
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

APP

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Gentry Private Wealth's JPEF Position: Q2 2026 in Review

Gentry Private Wealth reduced its JPMorgan Equity Focus ETF (JPEF) stake by 19% in Q2 2026, selling an estimated $50.3K and leaving 2,658 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #105.

Gentry Private Wealth first reported a position in JPEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $246K in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Gentry Private Wealth held 2,658 shares of JPMorgan Equity Focus ETF worth $214K as of Q2 2026.
Gentry Private Wealth sold 641 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $50.3K.
JPMorgan Equity Focus ETF made up 0.11% of Gentry Private Wealth's portfolio in Q2 2026, its #105 holding.
Gentry Private Wealth first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and has held it in 9 quarters since.
Gentry Private Wealth's JPMorgan Equity Focus ETF position peaked at $246K in Q4 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.