Kingsview Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Kingsview Wealth 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 Q2	$7.38M	Buy	91,930 +14,945	+19%	+$1.17M	0.09%	208
2026 Q1	$5.53M	Buy	76,985 +42,786	+125%	+$3.19M	0.08%	277
2025 Q4	$2.55M	Sell	34,199 -1,360	-4%	-$102K	0.04%	435
2025 Q3	$2.63M	Sell	35,559 -21,484	-38%	-$1.55M	0.04%	404
2025 Q2	$4M	Buy	57,043 +6,001	+12%	+$391K	0.07%	288
2025 Q1	$3.25M	Buy	51,042 +13,835	+37%	+$926K	0.06%	281
2024 Q4	$2.5M	Buy	+37,207	New	+$2.52M	0.05%	333

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

Kingsview Wealth Management's JPEF Position: Q2 2026 in Review

Kingsview Wealth Management increased its JPMorgan Equity Focus ETF (JPEF) stake by 19% in Q2 2026, buying an estimated $1.17M and bringing the position to 91,930 shares worth $7.38M. The position accounts for 0.09% of the portfolio, ranked #208.

Kingsview Wealth Management 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.

Kingsview Wealth Management held 91,930 shares of JPMorgan Equity Focus ETF worth $7.38M as of Q2 2026.
Kingsview Wealth Management bought 14,945 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $1.17M.
JPMorgan Equity Focus ETF made up 0.09% of Kingsview Wealth Management's portfolio in Q2 2026, its #208 holding.
Kingsview Wealth Management 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 Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.