Jeff Yass’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Jeff Yass’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	$1.76M	Sell	21,890 -7,516	-26%	-$589K	﹤0.01%	6787
2026 Q1	$2.11M	Buy	29,406 +8,041	+38%	+$599K	﹤0.01%	6060
2025 Q4	$1.6M	Buy	21,365 +13,112	+159%	+$980K	﹤0.01%	6107
2025 Q3	$611K	Sell	8,253 -7,867	-49%	-$566K	﹤0.01%	8504
2025 Q2	$1.13M	Buy	+16,120	New	+$1.05M	﹤0.01%	7122
2025 Q1	–	Sell	-4,485	Closed	-$301K	–	12993
2024 Q4	$301K	Sell	4,485 -63,775	-93%	-$4.32M	﹤0.01%	9823
2024 Q3	$4.47M	Buy	+68,260	New	+$4.32M	﹤0.01%	3775
2024 Q2	–	Sell	-13,894	Closed	-$830K	–	12666
2024 Q1	$830K	Buy	13,894 +1,820	+15%	+$102K	﹤0.01%	7334
2023 Q4	$637K	Sell	12,074 -2,942	-20%	-$146K	﹤0.01%	8081
2023 Q3	$713K	Buy	+15,016	New	+$731K	﹤0.01%	7404

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

Jeff Yass's JPEF Position: Q2 2026 in Review

Jeff Yass reduced its JPMorgan Equity Focus ETF (JPEF) stake by 26% in Q2 2026, selling an estimated $589K and leaving 21,890 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #6787.

Jeff Yass first reported a position in JPEF in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.47M in Q3 2024. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Jeff Yass held 21,890 shares of JPMorgan Equity Focus ETF worth $1.76M as of Q2 2026.
Jeff Yass sold 7,516 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $589K.
JPMorgan Equity Focus ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6787 holding.
Jeff Yass first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and has held it in 10 quarters since.
Jeff Yass's JPMorgan Equity Focus ETF position peaked at $4.47M in Q3 2024.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.