Harbour Investments’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Harbour Investments’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	$93.8K	Buy	1,168 +346	+42%	+$27.1K	﹤0.01%	2042
2026 Q1	$59K	Sell	822 -2,817	-77%	-$210K	﹤0.01%	2239
2025 Q4	$272K	Sell	3,639 -232	-6%	-$17.3K	0.01%	1135
2025 Q3	$287K	Sell	3,871 -150	-4%	-$10.8K	0.01%	1078
2025 Q2	$282K	Sell	4,021 -606	-13%	-$39.5K	0.01%	1023
2025 Q1	$295K	Sell	4,627 -2,140	-32%	-$143K	0.01%	934
2024 Q4	$454K	Buy	+6,767	New	+$458K	0.01%	721

Other funds holding JPEF

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

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Harbour Investments's JPEF Position: Q2 2026 in Review

Harbour Investments increased its JPMorgan Equity Focus ETF (JPEF) stake by 42% in Q2 2026, buying an estimated $27.1K and bringing the position to 1,168 shares worth $93.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Harbour Investments first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $454K in Q4 2024. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Harbour Investments held 1,168 shares of JPMorgan Equity Focus ETF worth $93.8K as of Q2 2026.
Harbour Investments bought 346 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $27.1K.
JPMorgan Equity Focus ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2042 holding.
Harbour Investments first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
Harbour Investments's JPMorgan Equity Focus ETF position peaked at $454K in Q4 2024.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.