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 Q1	$518K	Buy	+7,217	New	+$538K	﹤0.01%	1521

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Integrated Wealth Concepts's JPEF Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in JPMorgan Equity Focus ETF (JPEF) in Q1 2026: 7,217 shares worth $518K. The stake represents ﹤0.01% of the portfolio and ranks #1521 among its holdings.

124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Integrated Wealth Concepts held 7,217 shares of JPMorgan Equity Focus ETF worth $518K as of Q1 2026.
JPMorgan Equity Focus ETF was a new Integrated Wealth Concepts position in Q1 2026.
JPMorgan Equity Focus ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1521 holding.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.