Kestra Advisory Services’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Kestra Advisory Services’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	$11.3M	Buy	140,979 +30,630	+28%	+$2.4M	0.04%	481
2026 Q1	$7.92M	Buy	110,349 +10,027	+10%	+$747K	0.03%	554
2025 Q4	$7.49M	Buy	100,322 +698	+0.7%	+$52.2K	0.03%	528
2025 Q3	$7.38M	Buy	99,624 +7,739	+8%	+$557K	0.03%	507
2025 Q2	$6.44M	Buy	91,885 +18,584	+25%	+$1.21M	0.03%	527
2025 Q1	$4.67M	Buy	73,301 +46,421	+173%	+$3.11M	0.02%	600
2024 Q4	$1.8M	Buy	+26,880	New	+$1.82M	0.01%	1057

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

Kestra Advisory Services's JPEF Position: Q2 2026 in Review

Kestra Advisory Services increased its JPMorgan Equity Focus ETF (JPEF) stake by 28% in Q2 2026, buying an estimated $2.4M and bringing the position to 140,979 shares worth $11.3M. The position accounts for 0.04% of the portfolio, ranked #481.

Kestra Advisory Services first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Kestra Advisory Services held 140,979 shares of JPMorgan Equity Focus ETF worth $11.3M as of Q2 2026.
Kestra Advisory Services bought 30,630 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $2.4M.
JPMorgan Equity Focus ETF made up 0.04% of Kestra Advisory Services's portfolio in Q2 2026, its #481 holding.
Kestra Advisory Services first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.