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
2026 Q2	$69.5K	Buy	+865	New	+$67.8K	0.01%	791
2025 Q1	–	Sell	-3,012	Closed	-$202K	–	542
2024 Q4	$202K	Buy	+3,012	New	+$204K	0.03%	483

Other funds holding JPEF

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

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Institute for Wealth Management's JPEF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in JPMorgan Equity Focus ETF (JPEF) in Q2 2026: 865 shares worth $69.5K. The stake represents 0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in JPEF as recently as Q4 2024.

Institute for Wealth Management first reported a position in JPEF in Q4 2024 and has held it in 2 quarters since. The position peaked at $202K in Q4 2024. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Institute for Wealth Management held 865 shares of JPMorgan Equity Focus ETF worth $69.5K as of Q2 2026.
JPMorgan Equity Focus ETF was a new Institute for Wealth Management position in Q2 2026.
JPMorgan Equity Focus ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #791 holding.
Institute for Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 2 quarters since.
Institute for Wealth Management's JPMorgan Equity Focus ETF position peaked at $202K in Q4 2024.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.