Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
IPA
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
Shares
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close