IA
JPEF icon

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
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

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APP
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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 $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
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