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 Q2	$2.47M	Sell	30,802 -20,747	-40%	-$1.63M	﹤0.01%	1359
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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Janney Montgomery Scott's JPEF Position: Q2 2026 in Review

Janney Montgomery Scott reduced its JPMorgan Equity Focus ETF (JPEF) stake by 40% in Q2 2026, selling an estimated $1.63M and leaving 30,802 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Janney Montgomery Scott first reported a position in JPEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.2M in Q3 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Janney Montgomery Scott held 30,802 shares of JPMorgan Equity Focus ETF worth $2.47M as of Q2 2026.
Janney Montgomery Scott sold 20,747 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $1.63M.
JPMorgan Equity Focus ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1359 holding.
Janney Montgomery Scott first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and has held it in 10 quarters since.
Janney Montgomery Scott's JPMorgan Equity Focus ETF position peaked at $22.2M in Q3 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.