Independent Financial Group
JPEF icon

Independent Financial Group’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Independent Financial Group’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 		$217K Hold
2,668
– – ﹤0.01% 1458
2026
Q2 		$214K Sell
2,668
-547
-17% -$42.9K ﹤0.01% 1445
2026
Q1 		$231K Buy
3,215
+265
+9% +$19.8K 0.01% 1306
2025
Q4 		$220K Buy
2,950
+225
+8% +$16.8K ﹤0.01% 1301
2025
Q3 		$202K Buy
+2,725
New +$196K ﹤0.01% 1291
2024
Q2 		– Sell
-4,900
Closed -$293K – 1122
2024
Q1 		$293K Buy
+4,900
New +$276K 0.01% 795

Other funds holding JPEF

LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
Davenport & Co
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
FF
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
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 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
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's JPEF Position: Q3 2026 in Review

Independent Financial Group held its JPMorgan Equity Focus ETF (JPEF) position steady in Q3 2026 at 2,668 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Independent Financial Group first reported a position in JPEF in Q1 2024 and has held it in 6 quarters since. The position peaked at $293K in Q1 2024. 13 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.

  • Independent Financial Group held 2,668 shares of JPMorgan Equity Focus ETF worth $217K as of Q3 2026.
  • Independent Financial Group left its JPMorgan Equity Focus ETF share count unchanged in Q3 2026.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1458 holding.
  • Independent Financial Group first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and has held it in 6 quarters since.
  • Independent Financial Group's JPMorgan Equity Focus ETF position peaked at $293K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.