Jones Financial Companies’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Jones Financial Companies’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	$43.5M	Buy	552,306 +35,081	+7%	+$2.75M	0.02%	444
2026 Q1	$36.2M	Buy	517,225 +4,466	+0.9%	+$333K	0.02%	432
2025 Q4	$38.3M	Buy	512,759 +45,189	+10%	+$3.38M	0.02%	215
2025 Q3	$34.6M	Buy	467,570 +99,690	+27%	+$7.18M	0.02%	205
2025 Q2	$25.7M	Buy	367,880 +135,255	+58%	+$8.81M	0.02%	218
2025 Q1	$14.7M	Buy	232,625 +110,398	+90%	+$7.39M	0.01%	253
2024 Q4	$8.2M	Buy	122,227 +70,145	+135%	+$4.75M	0.01%	291
2024 Q3	$3.4M	Buy	52,082 +31,703	+156%	+$2M	﹤0.01%	348
2024 Q2	$1.27M	Buy	20,379 +19,432	+2,052%	+$1.16M	﹤0.01%	391
2024 Q1	$56.6K	Buy	+947	New	+$53.3K	﹤0.01%	706

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

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

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Jones Financial Companies's JPEF Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Equity Focus ETF (JPEF) stake by 6.8% in Q2 2026, buying an estimated $2.75M and bringing the position to 552,306 shares worth $43.5M. The position accounts for 0.02% of the portfolio, ranked #444.

Jones Financial Companies first reported a position in JPEF in Q1 2024 and has held it in 10 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Jones Financial Companies held 552,306 shares of JPMorgan Equity Focus ETF worth $43.5M as of Q2 2026.
Jones Financial Companies bought 35,081 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $2.75M.
JPMorgan Equity Focus ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #444 holding.
Jones Financial Companies first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and has held it in 10 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.