Leverty Financial Group’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Leverty Financial Group’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	$27.8M	Buy	345,623 +6,407	+2%	+$502K	5.4%	6
2026 Q1	$24.4M	Buy	339,216 +17,111	+5%	+$1.28M	5.39%	7
2025 Q4	$24.1M	Buy	322,105 +1,110	+0.3%	+$83K	5.75%	6
2025 Q3	$23.8M	Buy	320,995 +35,001	+12%	+$2.52M	6.17%	6
2025 Q2	$20.1M	Buy	+285,994	New	+$18.6M	5.99%	5

Other funds holding JPEF

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Leverty Financial Group's JPEF Position: Q2 2026 in Review

Leverty Financial Group increased its JPMorgan Equity Focus ETF (JPEF) stake by 1.9% in Q2 2026, buying an estimated $502K and bringing the position to 345,623 shares worth $27.8M. The position accounts for 5.4% of the portfolio, ranked #6.

Leverty Financial Group first reported a position in JPEF in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Leverty Financial Group held 345,623 shares of JPMorgan Equity Focus ETF worth $27.8M as of Q2 2026.
Leverty Financial Group bought 6,407 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $502K.
JPMorgan Equity Focus ETF made up 5.4% of Leverty Financial Group's portfolio in Q2 2026, its #6 holding.
Leverty Financial Group first reported a position in JPMorgan Equity Focus ETF in Q2 2025 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.