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 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

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

Independent Financial Group's JPEF Position: Q2 2026 in Review

Independent Financial Group reduced its JPMorgan Equity Focus ETF (JPEF) stake by 17% in Q2 2026, selling an estimated $42.9K and leaving 2,668 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Independent Financial Group first reported a position in JPEF in Q1 2024 and has held it in 5 quarters since. The position peaked at $293K in Q1 2024. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Independent Financial Group held 2,668 shares of JPMorgan Equity Focus ETF worth $214K as of Q2 2026.
Independent Financial Group sold 547 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $42.9K.
JPMorgan Equity Focus ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1445 holding.
Independent Financial Group first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and has held it in 5 quarters since.
Independent Financial Group's JPMorgan Equity Focus ETF position peaked at $293K in Q1 2024.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.