Janney Montgomery Scott
JPEF icon

Janney Montgomery Scott’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Janney Montgomery Scott’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 		$3.7M Sell
51,549
-190,414
-79% -$14.2M 0.01% 994
2025
Q4 		$18.1M Sell
241,963
-57,177
-19% -$4.27M 0.04% 402
2025
Q3 		$22.2M Buy
299,140
+45,595
+18% +$3.28M 0.05% 340
2025
Q2 		$17.8M Buy
253,545
+33,772
+15% +$2.2M 0.05% 368
2025
Q1 		$14M Buy
219,773
+63,037
+40% +$4.22M 0.04% 426
2024
Q4 		$10.5M Buy
156,736
+56,459
+56% +$3.82M 0.03% 514
2024
Q3 		$6.57M Buy
100,277
+40,802
+69% +$2.58M 0.02% 679
2024
Q2 		$3.71M Buy
59,475
+12,812
+27% +$764K 0.01% 824
2024
Q1 		$2.79M Buy
+46,663
New +$2.63M 0.01% 1006

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