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 Q3	$28.8M	Buy	354,233 +8,610	+2%	+$698K	5.25%	6
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 $19.9B AUM 12.67% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Leverty Financial Group's JPEF Position: Q3 2026 in Review

Leverty Financial Group increased its JPMorgan Equity Focus ETF (JPEF) stake by 2.5% in Q3 2026, buying an estimated $698K and bringing the position to 354,233 shares worth $28.8M. The position accounts for 5.25% of the portfolio, ranked #6.

Leverty Financial Group first reported a position in JPEF in Q2 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.

Leverty Financial Group held 354,233 shares of JPMorgan Equity Focus ETF worth $28.8M as of Q3 2026.
Leverty Financial Group bought 8,610 JPMorgan Equity Focus ETF shares in Q3 2026, an estimated $698K.
JPMorgan Equity Focus ETF made up 5.25% of Leverty Financial Group's portfolio in Q3 2026, its #6 holding.
Leverty Financial Group first reported a position in JPMorgan Equity Focus ETF in Q2 2025 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.