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

IFP 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 Q3	$465K	Sell	5,717 -389	-6%	-$31.5K	0.01%	1108
2026 Q2	$490K	Sell	6,106 -43,470	-88%	-$3.41M	0.01%	1048
2026 Q1	$3.56M	Sell	49,576 -295	-0.6%	-$22K	0.07%	295
2025 Q4	$3.72M	Buy	49,871 +119	+0.2%	+$8.89K	0.08%	259
2025 Q3	$3.69M	Sell	49,752 -20,528	-29%	-$1.48M	0.1%	229
2025 Q2	$4.93M	Sell	70,280 -17,862	-20%	-$1.16M	0.14%	159
2025 Q1	$5.61M	Buy	88,142 +6,210	+8%	+$416K	0.17%	121
2024 Q4	$5.5M	Buy	81,932 +2,277	+3%	+$154K	0.18%	118
2024 Q3	$5.22M	Buy	+79,655	New	+$5.04M	0.19%	118
2023 Q4	–	Sell	-112	Closed	-$5.31K	–	3204
2023 Q3	$5.31K	Buy	+112	New	+$5.45K	﹤0.01%	2480

Other funds holding JPEF

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

IFP Advisors's JPEF Position: Q3 2026 in Review

IFP Advisors reduced its JPMorgan Equity Focus ETF (JPEF) stake by 6.4% in Q3 2026, selling an estimated $31.5K and leaving 5,717 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #1108.

IFP Advisors first reported a position in JPEF in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.61M in Q1 2025. 26 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.

IFP Advisors held 5,717 shares of JPMorgan Equity Focus ETF worth $465K as of Q3 2026.
IFP Advisors sold 389 JPMorgan Equity Focus ETF shares in Q3 2026, an estimated $31.5K.
JPMorgan Equity Focus ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1108 holding.
IFP Advisors first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and has held it in 10 quarters since.
IFP Advisors's JPMorgan Equity Focus ETF position peaked at $5.61M in Q1 2025.
26 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.