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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
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

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
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

Godsey & Gibb Inc's JPEF Position: Q2 2026 in Review

Godsey & Gibb Inc reduced its JPMorgan Equity Focus ETF (JPEF) stake by 26% in Q2 2026, selling an estimated $15.7K and leaving 573 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Godsey & Gibb Inc first reported a position in JPEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $57.7K in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Godsey & Gibb Inc held 573 shares of JPMorgan Equity Focus ETF worth $46K as of Q2 2026.
  • Godsey & Gibb Inc sold 200 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $15.7K.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #180 holding.
  • Godsey & Gibb Inc first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Godsey & Gibb Inc's JPMorgan Equity Focus ETF position peaked at $57.7K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.