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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.09M Buy
100,760
+691
+0.7% +$54.2K 0.23% 110
2026
Q1
$7.19M Sell
100,069
-19,644
-16% -$1.46M 0.24% 117
2025
Q4
$8.94M Buy
119,713
+1,896
+2% +$142K 0.29% 78
2025
Q3
$8.73M Sell
117,817
-52,004
-31% -$3.74M 0.3% 73
2025
Q2
$11.9M Sell
169,821
-2,124
-1% -$138K 0.44% 41
2025
Q1
$10.9M Buy
171,945
+9,646
+6% +$646K 0.45% 39
2024
Q4
$10.9M Buy
162,299
+7,285
+5% +$493K 0.45% 46
2024
Q3
$10.1M Buy
155,014
+11,125
+8% +$703K 0.42% 46
2024
Q2
$8.97M Buy
143,889
+107,765
+298% +$6.43M 0.4% 48
2024
Q1
$1.9M Hold
36,124
0.1% 210
2023
Q4
$1.9M Buy
+36,124
New +$1.79M 0.11% 207

Other funds holding JPEF

Level Four Advisory Services's JPEF Position: Q2 2026 in Review

Level Four Advisory Services increased its JPMorgan Equity Focus ETF (JPEF) stake by 0.69% in Q2 2026, buying an estimated $54.2K and bringing the position to 100,760 shares worth $8.09M. The position accounts for 0.23% of the portfolio, ranked #110.

Level Four Advisory Services first reported a position in JPEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q2 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Level Four Advisory Services held 100,760 shares of JPMorgan Equity Focus ETF worth $8.09M as of Q2 2026.
  • Level Four Advisory Services bought 691 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $54.2K.
  • JPMorgan Equity Focus ETF made up 0.23% of Level Four Advisory Services's portfolio in Q2 2026, its #110 holding.
  • Level Four Advisory Services first reported a position in JPMorgan Equity Focus ETF in Q4 2023 and has held it in 11 quarters since.
  • Level Four Advisory Services's JPMorgan Equity Focus ETF position peaked at $11.9M in Q2 2025.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.