Ignite Planners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Ignite Planners’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	$1.76M	Sell	21,679 -100	-0.5%	-$8.1K	0.23%	109
2026 Q2	$1.75M	Sell	21,779 -310	-1%	-$24.3K	0.24%	102
2026 Q1	$1.59M	Sell	22,089 -725	-3%	-$54K	0.24%	100
2025 Q4	$1.72M	Sell	22,814 -350	-2%	-$26.2K	0.26%	91
2025 Q3	$1.72M	Sell	23,164 -850	-4%	-$61.2K	0.28%	86
2025 Q2	$1.7M	Sell	24,014 -622	-3%	-$40.5K	0.3%	87
2025 Q1	$1.57M	Buy	+24,636	New	+$1.65M	0.31%	86

Other funds holding JPEF

LFG

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

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 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

SEP

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

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ignite Planners's JPEF Position: Q3 2026 in Review

Ignite Planners reduced its JPMorgan Equity Focus ETF (JPEF) stake by 0.46% in Q3 2026, selling an estimated $8.1K and leaving 21,679 shares worth $1.76M. The position accounts for 0.23% of the portfolio, ranked #109.

Ignite Planners first reported a position in JPEF in Q1 2025 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.

Ignite Planners held 21,679 shares of JPMorgan Equity Focus ETF worth $1.76M as of Q3 2026.
Ignite Planners sold 100 JPMorgan Equity Focus ETF shares in Q3 2026, an estimated $8.1K.
JPMorgan Equity Focus ETF made up 0.23% of Ignite Planners's portfolio in Q3 2026, its #109 holding.
Ignite Planners first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 7 quarters since.
16 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.