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

Investment Planning Advisors’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	$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

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

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.