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Godsey & Gibb Inc’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Godsey & Gibb Inc’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 		$38.1K Sell
469
-104
-18% -$8.43K ﹤0.01% 190
2026
Q2 		$46K Sell
573
-200
-26% -$15.7K ﹤0.01% 180
2026
Q1 		$55.5K Hold
773
– – ﹤0.01% 168
2025
Q4 		$57.7K Buy
+773
New +$57.8K 0.01% 169

Other funds holding JPEF

LFG
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
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
IP
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
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Godsey & Gibb Inc's JPEF Position: Q3 2026 in Review

Godsey & Gibb Inc reduced its JPMorgan Equity Focus ETF (JPEF) stake by 18% in Q3 2026, selling an estimated $8.43K and leaving 469 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Godsey & Gibb Inc first reported a position in JPEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $57.7K in Q4 2025. 13 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.

  • Godsey & Gibb Inc held 469 shares of JPMorgan Equity Focus ETF worth $38.1K as of Q3 2026.
  • Godsey & Gibb Inc sold 104 JPMorgan Equity Focus ETF shares in Q3 2026, an estimated $8.43K.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q3 2026, its #190 holding.
  • Godsey & Gibb Inc first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • Godsey & Gibb Inc's JPMorgan Equity Focus ETF position peaked at $57.7K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.

Based on Godsey & Gibb Inc's 13F filing for Q3 2026, filed 14 Oct 2026.