GoalVest Advisory’s JPMorgan Equity Focus ETF JPEF Stock Holding History

GoalVest Advisory’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	0.04%	119
2026 Q1	$237K	Hold	3,299	–	–	0.05%	136
2025 Q4	$246K	Buy	+3,299	New	+$247K	0.05%	135

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

GoalVest Advisory's JPEF Position: Q2 2026 in Review

GoalVest Advisory 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 0.04% of the portfolio, ranked #119.

GoalVest Advisory first reported a position in JPEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $246K in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

GoalVest Advisory held 2,658 shares of JPMorgan Equity Focus ETF worth $214K as of Q2 2026.
GoalVest Advisory sold 641 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $50.3K.
JPMorgan Equity Focus ETF made up 0.04% of GoalVest Advisory's portfolio in Q2 2026, its #119 holding.
GoalVest Advisory first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and has held it in 3 quarters since.
GoalVest Advisory'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 GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.