Hazlett, Burt & Watson
JPEF icon

Hazlett, Burt & Watson’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Hazlett, Burt & Watson’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 		$9K Hold
116
– – ﹤0.01% 714
2026
Q1 		$8K Hold
116
– – ﹤0.01% 725
2025
Q4 		$9K Sell
116
-46
-28% -$3.44K ﹤0.01% 721
2025
Q3 		$12K Sell
162
-665
-80% -$47.9K ﹤0.01% 637
2025
Q2 		$58K Buy
827
+105
+15% +$6.84K 0.02% 355
2025
Q1 		$46K Buy
+722
New +$48.3K 0.02% 368

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LPL Financial
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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
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return

Hazlett, Burt & Watson's JPEF Position: Q2 2026 in Review

Hazlett, Burt & Watson held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 116 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Hazlett, Burt & Watson first reported a position in JPEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $58K in Q2 2025. 123 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Hazlett, Burt & Watson held 116 shares of JPMorgan Equity Focus ETF worth $9K as of Q2 2026.
  • Hazlett, Burt & Watson left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #714 holding.
  • Hazlett, Burt & Watson first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 6 quarters since.
  • Hazlett, Burt & Watson's JPMorgan Equity Focus ETF position peaked at $58K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.