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 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Harbour Investments's JPEF Position: Q1 2026 in Review

Harbour Investments reduced its JPMorgan Equity Focus ETF (JPEF) stake by 77% in Q1 2026, selling an estimated $210K and leaving 822 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

Harbour Investments first reported a position in JPEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $454K in Q4 2024. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Harbour Investments held 822 shares of JPMorgan Equity Focus ETF worth $59K as of Q1 2026.
Harbour Investments sold 2,817 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $210K.
JPMorgan Equity Focus ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2239 holding.
Harbour Investments first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 6 quarters since.
Harbour Investments's JPMorgan Equity Focus ETF position peaked at $454K in Q4 2024.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.