Investment Planning Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.71M Buy
65,573
+1,849
+3% +$138K 1.3% 16
2025
Q4
$4.76M Buy
63,724
+2,373
+4% +$177K 1.39% 15
2025
Q3
$4.55M Sell
61,351
-420,721
-87% -$30.3M 1.43% 14
2025
Q2
$33.8M Buy
482,072
+36,304
+8% +$2.36M 11.95% 1
2025
Q1
$28.4M Buy
445,768
+180,000
+68% +$12M 11.53% 1
2024
Q4
$17.8M Buy
265,768
+105,767
+66% +$7.16M 7.79% 4
2024
Q3
$9.98M Hold
160,001
5.09% 6
2024
Q2
$9.98M Buy
+160,001
New +$9.54M 5.09% 6

Other funds holding JPEF

Investment Planning Advisors's JPEF Position: Q1 2026 in Review

Investment Planning Advisors increased its JPMorgan Equity Focus ETF (JPEF) stake by 2.9% in Q1 2026, buying an estimated $138K and bringing the position to 65,573 shares worth $4.71M. The position accounts for 1.3% of the portfolio, ranked #16.

Investment Planning Advisors first reported a position in JPEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $33.8M in Q2 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • Investment Planning Advisors held 65,573 shares of JPMorgan Equity Focus ETF worth $4.71M as of Q1 2026.
  • Investment Planning Advisors bought 1,849 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $138K.
  • JPMorgan Equity Focus ETF made up 1.3% of Investment Planning Advisors's portfolio in Q1 2026, its #16 holding.
  • Investment Planning Advisors first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and has held it in 8 quarters since.
  • Investment Planning Advisors's JPMorgan Equity Focus ETF position peaked at $33.8M in Q2 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.