Kayne Anderson Rudnick Investment Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Kayne Anderson Rudnick Investment Management’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	$51.3K	Hold	714	–	–	﹤0.01%	588
2025 Q4	$53.3K	Hold	714	–	–	﹤0.01%	591
2025 Q3	$52.9K	Hold	714	–	–	﹤0.01%	596
2025 Q2	$50.1K	Hold	714	–	–	﹤0.01%	611
2025 Q1	$45.4K	Hold	714	–	–	﹤0.01%	589
2024 Q4	$47.9K	Buy	+714	New	+$48.3K	﹤0.01%	559

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $1.57B AUM 25.77% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's JPEF Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management held its JPMorgan Equity Focus ETF (JPEF) position steady in Q1 2026 at 714 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Kayne Anderson Rudnick Investment Management first reported a position in JPEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $53.3K in Q4 2025. 125 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 714 shares of JPMorgan Equity Focus ETF worth $51.3K as of Q1 2026.
Kayne Anderson Rudnick Investment Management left its JPMorgan Equity Focus ETF share count unchanged in Q1 2026.
JPMorgan Equity Focus ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #588 holding.
Kayne Anderson Rudnick Investment Management first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 6 quarters since.
Kayne Anderson Rudnick Investment Management's JPMorgan Equity Focus ETF position peaked at $53.3K in Q4 2025.
125 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.