LNC
JPEF icon

Lincoln National Corp’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-5,300
Closed -$317K – 640
2024
Q1 		$317K Buy
+5,300
New +$298K ﹤0.01% 936

Other funds holding JPEF

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
APS
American Planning Services Sun City Center, Florida $126M AUM 25.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $363M AUM 16.28% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Lincoln National Corp's JPEF Position: Q2 2024 in Review

Lincoln National Corp sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2024, closing a stake of 5,300 shares — an estimated $317K sold.

Lincoln National Corp first reported a position in JPEF in Q1 2024 and held it in 1 quarter. The position peaked at $317K in Q1 2024. 53 funds tracked by Wall St. Rank hold JPEF as of Q2 2024.

  • Lincoln National Corp reported no remaining JPMorgan Equity Focus ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 5,300 JPMorgan Equity Focus ETF shares in Q2 2024, an estimated $317K.
  • Lincoln National Corp first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and held it in 1 quarter.
  • Lincoln National Corp's JPMorgan Equity Focus ETF position peaked at $317K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.