IPA
JPEF icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
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