Good Life Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Good Life Advisors’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
2025 Q2	$2.44M	Sell	34,844 -12,835	-27%	-$836K	0.15%	121
2025 Q1	$3.04M	Buy	47,679 +28,993	+155%	+$1.94M	0.21%	93
2024 Q4	$1.25M	Buy	18,686 +407	+2%	+$27.5K	0.09%	166
2024 Q3	$1.2M	Buy	18,279 +10	+0.1%	+$632	0.07%	199
2024 Q2	$1.14M	Sell	18,269 -1,116	-6%	-$66.6K	0.09%	169
2024 Q1	$1.16M	Buy	+19,385	New	+$1.09M	0.1%	152

Other funds holding JPEF

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

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

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

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

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

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

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Good Life Advisors's JPEF Position: Q2 2025 in Review

Good Life Advisors reduced its JPMorgan Equity Focus ETF (JPEF) stake by 27% in Q2 2025, selling an estimated $836K and leaving 34,844 shares worth $2.44M. The position accounts for 0.15% of the portfolio, ranked #121.

Good Life Advisors first reported a position in JPEF in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.04M in Q1 2025. 108 funds tracked by Wall St. Rank hold JPEF as of Q2 2025.

Good Life Advisors held 34,844 shares of JPMorgan Equity Focus ETF worth $2.44M as of Q2 2025.
Good Life Advisors sold 12,835 JPMorgan Equity Focus ETF shares in Q2 2025, an estimated $836K.
JPMorgan Equity Focus ETF made up 0.15% of Good Life Advisors's portfolio in Q2 2025, its #121 holding.
Good Life Advisors first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and has held it in 6 quarters since.
Good Life Advisors's JPMorgan Equity Focus ETF position peaked at $3.04M in Q1 2025.
108 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.