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

Kestra Private Wealth 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	–	Sell	-4,501	Closed	-$323K	–	1871
2026 Q1	$323K	Sell	4,501 -154	-3%	-$11.5K	﹤0.01%	1421
2025 Q4	$348K	Buy	4,655 +391	+9%	+$29.2K	﹤0.01%	1356
2025 Q3	$316K	Buy	4,264 +805	+23%	+$58K	﹤0.01%	1332
2025 Q2	$243K	Buy	+3,459	New	+$225K	﹤0.01%	1413
2024 Q4	–	Sell	-3,078	Closed	-$202K	–	1460
2024 Q3	$202K	Buy	+3,078	New	+$195K	﹤0.01%	1268

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 Private Wealth Services's JPEF Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2026, closing a stake of 4,501 shares — an estimated $323K sold.

Kestra Private Wealth Services first reported a position in JPEF in Q3 2024 and held it in 5 quarters. The position peaked at $348K in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Kestra Private Wealth Services reported no remaining JPMorgan Equity Focus ETF position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 4,501 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $323K.
Kestra Private Wealth Services first reported a position in JPMorgan Equity Focus ETF in Q3 2024 and held it in 5 quarters.
Kestra Private Wealth Services's JPMorgan Equity Focus ETF position peaked at $348K in Q4 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

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