Johnson Financial Group Inc (Wisconsin)’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$4.02K	Hold	56	–	–	﹤0.01%	715
2025 Q4	$4.18K	Hold	56	–	–	﹤0.01%	730
2025 Q3	$4.15K	Hold	56	–	–	﹤0.01%	865
2025 Q2	$3.93K	Hold	56	–	–	﹤0.01%	656
2025 Q1	$3.56K	Buy	+56	New	+$3.75K	﹤0.01%	809

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

Johnson Financial Group Inc (Wisconsin)'s JPEF Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its JPMorgan Equity Focus ETF (JPEF) position steady in Q1 2026 at 56 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Johnson Financial Group Inc (Wisconsin) first reported a position in JPEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.18K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 56 shares of JPMorgan Equity Focus ETF worth $4.02K as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) left its JPMorgan Equity Focus ETF share count unchanged in Q1 2026.
JPMorgan Equity Focus ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #715 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 5 quarters since.
Johnson Financial Group Inc (Wisconsin)'s JPMorgan Equity Focus ETF position peaked at $4.18K in Q4 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.