Lodestar Private Asset Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Lodestar Private Asset Management’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	$364K	Sell	4,533 -30	-0.7%	-$2.35K	0.03%	175
2026 Q1	$328K	Buy	4,563 +197	+5%	+$14.7K	0.03%	185
2025 Q4	$326K	Sell	4,366 -153	-3%	-$11.4K	0.03%	181
2025 Q3	$335K	Sell	4,519 -77	-2%	-$5.54K	0.04%	181
2025 Q2	$322K	Sell	4,596 -3,380	-42%	-$220K	0.04%	179
2025 Q1	$508K	Sell	7,976 -1,076	-12%	-$72K	0.06%	135
2024 Q4	$607K	Buy	+9,052	New	+$613K	0.08%	127

Other funds holding JPEF

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Lodestar Private Asset Management's JPEF Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its JPMorgan Equity Focus ETF (JPEF) stake by 0.66% in Q2 2026, selling an estimated $2.35K and leaving 4,533 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #175.

Lodestar Private Asset Management first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $607K in Q4 2024. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Lodestar Private Asset Management held 4,533 shares of JPMorgan Equity Focus ETF worth $364K as of Q2 2026.
Lodestar Private Asset Management sold 30 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $2.35K.
JPMorgan Equity Focus ETF made up 0.03% of Lodestar Private Asset Management's portfolio in Q2 2026, its #175 holding.
Lodestar Private Asset Management first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
Lodestar Private Asset Management's JPMorgan Equity Focus ETF position peaked at $607K in Q4 2024.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.