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Hantz Financial Services’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Hantz Financial Services’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 		– Sell
-191
Closed -$12K – 2243
2025
Q1 		$12K Buy
+191
New +$12.8K ﹤0.01% 920

Other funds holding JPEF

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $363M AUM 16.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Hantz Financial Services's JPEF Position: Q2 2025 in Review

Hantz Financial Services sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2025, closing a stake of 191 shares — an estimated $12K sold.

Hantz Financial Services first reported a position in JPEF in Q1 2025 and held it in 1 quarter. The position peaked at $12K in Q1 2025. 108 funds tracked by Wall St. Rank hold JPEF as of Q2 2025.

  • Hantz Financial Services reported no remaining JPMorgan Equity Focus ETF position as of Q2 2025 after selling out during the quarter.
  • Hantz Financial Services sold 191 JPMorgan Equity Focus ETF shares in Q2 2025, an estimated $12K.
  • Hantz Financial Services first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and held it in 1 quarter.
  • Hantz Financial Services's JPMorgan Equity Focus ETF position peaked at $12K in Q1 2025.
  • 108 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2025.

Based on Hantz Financial Services's 13F filing for Q2 2025, filed 4 Aug 2025.