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International Assets Investment Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

International Assets Investment 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 		$144K Hold
1,797
– – 0.01% 965
2026
Q1 		$130K Hold
1,797
– – 0.01% 941
2025
Q4 		$134K Buy
+1,797
New +$134K 0.01% 932
2024
Q3 		– Sell
-418
Closed -$26K – 2246
2024
Q2 		$26K Buy
+418
New +$24.9K ﹤0.01% 1396

Other funds holding JPEF

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

International Assets Investment Management's JPEF Position: Q2 2026 in Review

International Assets Investment Management held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 1,797 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #965.

International Assets Investment Management first reported a position in JPEF in Q2 2024 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • International Assets Investment Management held 1,797 shares of JPMorgan Equity Focus ETF worth $144K as of Q2 2026.
  • International Assets Investment Management left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Focus ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #965 holding.
  • International Assets Investment Management first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and has held it in 4 quarters since.
  • 56 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.