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 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

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

IFP Advisors's JPEF Position: Q2 2026 in Review

IFP Advisors reduced its JPMorgan Equity Focus ETF (JPEF) stake by 88% in Q2 2026, selling an estimated $3.41M and leaving 6,106 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #1048.

IFP Advisors first reported a position in JPEF in Q3 2023 and has held it in 9 quarters since. The position peaked at $5.61M in Q1 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

IFP Advisors held 6,106 shares of JPMorgan Equity Focus ETF worth $490K as of Q2 2026.
IFP Advisors sold 43,470 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $3.41M.
JPMorgan Equity Focus ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1048 holding.
IFP Advisors first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and has held it in 9 quarters since.
IFP Advisors's JPMorgan Equity Focus ETF position peaked at $5.61M in Q1 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.