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 Q2	$209K	Buy	+2,604	New	+$204K	0.01%	930
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

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

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Kingswood Wealth Advisors's JPEF Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in JPMorgan Equity Focus ETF (JPEF) in Q2 2026: 2,604 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in JPEF as recently as Q4 2025.

Kingswood Wealth Advisors first reported a position in JPEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $421K in Q1 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Kingswood Wealth Advisors held 2,604 shares of JPMorgan Equity Focus ETF worth $209K as of Q2 2026.
JPMorgan Equity Focus ETF was a new Kingswood Wealth Advisors position in Q2 2026.
JPMorgan Equity Focus ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #930 holding.
Kingswood Wealth Advisors first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 5 quarters since.
Kingswood Wealth Advisors's JPMorgan Equity Focus ETF position peaked at $421K in Q1 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.