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Kingswood Wealth Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Kingswood Wealth Advisors’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 		– Sell
-3,216
Closed -$240K – 951
2025
Q4 		$240K Sell
3,216
-1,073
-25% -$80.2K 0.01% 759
2025
Q3 		$318K Sell
4,289
-458
-10% -$33K 0.02% 607
2025
Q2 		$333K Sell
4,747
-1,860
-28% -$121K 0.03% 538
2025
Q1 		$421K Buy
+6,607
New +$442K 0.04% 441

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Kingswood Wealth Advisors's JPEF Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 3,216 shares — an estimated $240K sold.

Kingswood Wealth Advisors first reported a position in JPEF in Q1 2025 and held it in 4 quarters. The position peaked at $421K in Q1 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,216 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $240K.
  • Kingswood Wealth Advisors first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and held it in 4 quarters.
  • Kingswood Wealth Advisors's JPMorgan Equity Focus ETF position peaked at $421K in Q1 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.