IFWM
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Institute for Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Institute for Wealth Management’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
2025
Q1 		– Sell
-3,012
Closed -$202K – 542
2024
Q4 		$202K Buy
+3,012
New +$204K 0.03% 483

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $363M AUM 16.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Institute for Wealth Management's JPEF Position: Q1 2025 in Review

Institute for Wealth Management sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2025, closing a stake of 3,012 shares — an estimated $202K sold.

Institute for Wealth Management first reported a position in JPEF in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 104 funds tracked by Wall St. Rank hold JPEF as of Q1 2025.

  • Institute for Wealth Management reported no remaining JPMorgan Equity Focus ETF position as of Q1 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 3,012 JPMorgan Equity Focus ETF shares in Q1 2025, an estimated $202K.
  • Institute for Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and held it in 1 quarter.
  • Institute for Wealth Management's JPMorgan Equity Focus ETF position peaked at $202K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2025.

Based on Institute for Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.