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 Q2	$18.1M	Buy	226,959 +13,194	+6%	+$1.03M	﹤0.01%	2309
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

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

JP Morgan Chase's JPEF Position: Q2 2026 in Review

JP Morgan Chase increased its JPMorgan Equity Focus ETF (JPEF) stake by 6.2% in Q2 2026, buying an estimated $1.03M and bringing the position to 226,959 shares worth $18.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

JP Morgan Chase first reported a position in JPEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $38.3M in Q1 2024. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

JP Morgan Chase held 226,959 shares of JPMorgan Equity Focus ETF worth $18.1M as of Q2 2026.
JP Morgan Chase bought 13,194 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $1.03M.
JPMorgan Equity Focus ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2309 holding.
JP Morgan Chase first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and has held it in 12 quarters since.
JP Morgan Chase's JPMorgan Equity Focus ETF position peaked at $38.3M in Q1 2024.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.