IAA
JPEF icon

Independent Advisor Alliance’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Independent Advisor Alliance’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 		– Sell
-4,380
Closed -$315K – 1400
2026
Q1 		$315K Buy
+4,380
New +$327K ﹤0.01% 1302

Other funds holding JPEF

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
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

Independent Advisor Alliance's JPEF Position: Q2 2026 in Review

Independent Advisor Alliance sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2026, closing a stake of 4,380 shares — an estimated $315K sold.

Independent Advisor Alliance first reported a position in JPEF in Q1 2026 and held it in 1 quarter. The position peaked at $315K in Q1 2026. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Independent Advisor Alliance reported no remaining JPMorgan Equity Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,380 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $315K.
  • Independent Advisor Alliance first reported a position in JPMorgan Equity Focus ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's JPMorgan Equity Focus ETF position peaked at $315K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.