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 Q1	$315K	Buy	+4,380	New	+$327K	﹤0.01%	1302

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Independent Advisor Alliance's JPEF Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in JPMorgan Equity Focus ETF (JPEF) in Q1 2026: 4,380 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings.

124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Independent Advisor Alliance held 4,380 shares of JPMorgan Equity Focus ETF worth $315K as of Q1 2026.
JPMorgan Equity Focus ETF was a new Independent Advisor Alliance position in Q1 2026.
JPMorgan Equity Focus ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1302 holding.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.