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LFAS
Level Four Advisory Services’s
JPMorgan Equity Focus ETF
JPEF
Stock Holding History
Level Four Advisory Services’s Portfolio
JPEF Stock Details
JPEF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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1-Year Est. Return
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$36.1B AUM
19.68%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Commonwealth Equity Services
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$71.6B AUM
21.08%
1-Year Est. Return
Jones Financial Companies
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$208B AUM
16.12%
1-Year Est. Return
Osaic Holdings
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$68.3B AUM
20.5%
1-Year Est. Return
BFA
Beaumont Financial Advisors
Needham, Massachusetts
$1.46B AUM
21.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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