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Integrated Wealth Concepts’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Integrated Wealth Concepts’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 		$640K Buy
7,963
+746
+10% +$58.5K ﹤0.01% 1506
2026
Q1 		$518K Buy
+7,217
New +$538K ﹤0.01% 1521

Other funds holding JPEF

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
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

Integrated Wealth Concepts's JPEF Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan Equity Focus ETF (JPEF) stake by 10% in Q2 2026, buying an estimated $58.5K and bringing the position to 7,963 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Integrated Wealth Concepts first reported a position in JPEF in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Integrated Wealth Concepts held 7,963 shares of JPMorgan Equity Focus ETF worth $640K as of Q2 2026.
  • Integrated Wealth Concepts bought 746 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $58.5K.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1506 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan Equity Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.