JP Morgan Chase
JPEF icon

JP Morgan Chase’s JPMorgan Equity Focus ETF JPEF Stock Holding History

JP Morgan Chase’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 		$15M Buy
213,765
+134,673
+170% +$10M ﹤0.01% 2328
2025
Q4 		$5.91M Buy
79,092
+7,855
+11% +$587K ﹤0.01% 3152
2025
Q3 		$5.28M Buy
71,237
+1,534
+2% +$110K ﹤0.01% 3309
2025
Q2 		$4.89M Buy
69,703
+17,328
+33% +$1.13M ﹤0.01% 3194
2025
Q1 		$3.33M Buy
52,375
+10,300
+24% +$689K ﹤0.01% 3491
2024
Q4 		$2.82M Sell
42,075
-11,042
-21% -$747K ﹤0.01% 3889
2024
Q3 		$3.48M Buy
53,117
+15,728
+42% +$994K ﹤0.01% 3511
2024
Q2 		$2.33M Sell
37,389
-603,858
-94% -$36M ﹤0.01% 3645
2024
Q1 		$38.3M Buy
641,247
+226,945
+55% +$12.8M ﹤0.01% 1446
2023
Q4 		$21.8M Sell
414,302
-3,837
-0.9% -$190K ﹤0.01% 1784
2023
Q3 		$19.8M Buy
+418,139
New +$20.4M ﹤0.01% 1687

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Cetera Investment Advisers
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MML Investors Services
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Morgan Stanley
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Commonwealth Equity Services
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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