Global Retirement Partners
JPEF icon

Global Retirement Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Global Retirement 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
2026
Q2 		$60.4K Buy
+752
New +$59K ﹤0.01% 2391
2025
Q4 		$65.1K Sell
872
-174
-17% -$13K ﹤0.01% 2193
2025
Q3 		$77.5K Hold
1,046
– – ﹤0.01% 1646
2025
Q2 		$73.4K Buy
+1,046
New +$68.1K ﹤0.01% 1578
2024
Q4 		$75.4K Hold
1,123
– – ﹤0.01% 1415
2024
Q3 		$73.6K Buy
1,123
+1,087
+3,019% +$68.7K ﹤0.01% 1376
2024
Q2 		$2.25K Hold
36
– – ﹤0.01% 2928
2024
Q1 		$2.15K Hold
36
– – ﹤0.01% 2721
2023
Q4 		$1.92K Hold
36
– – ﹤0.01% 2696
2023
Q3 		$1.7K Buy
+36
New +$1.75K ﹤0.01% 2594

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Morgan Stanley
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Commonwealth Equity Services
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Jones Financial Companies
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Osaic Holdings
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Stratos Wealth Partners
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Global Retirement Partners's JPEF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Equity Focus ETF (JPEF) in Q2 2026: 752 shares worth $60.4K. The stake represents ﹤0.01% of the portfolio and ranks #2391 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JPEF as recently as Q4 2025.

Global Retirement Partners first reported a position in JPEF in Q3 2023 and has held it in 10 quarters since. The position peaked at $77.5K in Q3 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Global Retirement Partners held 752 shares of JPMorgan Equity Focus ETF worth $60.4K as of Q2 2026.
  • JPMorgan Equity Focus ETF was a new Global Retirement Partners position in Q2 2026.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2391 holding.
  • Global Retirement Partners first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and has held it in 10 quarters since.
  • Global Retirement Partners's JPMorgan Equity Focus ETF position peaked at $77.5K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.