Herold Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Herold 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
2026 Q2	$2.18M	Buy	27,188 +6,223	+30%	+$488K	0.43%	66
2026 Q1	$1.51M	Buy	20,965 +3,057	+17%	+$228K	0.33%	82
2025 Q4	$1.34M	Buy	17,908 +1,616	+10%	+$121K	0.3%	89
2025 Q3	$1.21M	Buy	16,292 +977	+6%	+$70.3K	0.28%	96
2025 Q2	$1.07M	Buy	15,315 +1,923	+14%	+$125K	0.23%	110
2025 Q1	$853K	Buy	13,392 +8,688	+185%	+$582K	0.19%	129
2024 Q4	$316K	Buy	+4,704	New	+$318K	0.07%	215

Other funds holding JPEF

APP

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

SWP

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

Herold Advisors's JPEF Position: Q2 2026 in Review

Herold Advisors increased its JPMorgan Equity Focus ETF (JPEF) stake by 30% in Q2 2026, buying an estimated $488K and bringing the position to 27,188 shares worth $2.18M. The position accounts for 0.43% of the portfolio, ranked #66.

Herold Advisors first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Herold Advisors held 27,188 shares of JPMorgan Equity Focus ETF worth $2.18M as of Q2 2026.
Herold Advisors bought 6,223 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $488K.
JPMorgan Equity Focus ETF made up 0.43% of Herold Advisors's portfolio in Q2 2026, its #66 holding.
Herold Advisors first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.