LPL Financial’s JPMorgan Equity Focus ETF JPEF Stock Holding History

LPL Financial’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	$115M	Buy	1,432,378 +117,029	+9%	+$9.18M	0.03%	592
2026 Q1	$94.5M	Buy	1,315,349 +111,511	+9%	+$8.31M	0.03%	609
2025 Q4	$89.9M	Buy	1,203,838 +22,969	+2%	+$1.72M	0.02%	596
2025 Q3	$87.5M	Sell	1,180,869 -14,264	-1%	-$1.03M	0.03%	578
2025 Q2	$83.8M	Buy	1,195,133 +453,659	+61%	+$29.5M	0.03%	547
2025 Q1	$47.2M	Buy	741,474 +56,794	+8%	+$3.8M	0.02%	704
2024 Q4	$45.9M	Buy	684,680 +46,491	+7%	+$3.15M	0.02%	690
2024 Q3	$41.8M	Buy	638,189 +148,369	+30%	+$9.38M	0.02%	694
2024 Q2	$30.5M	Buy	489,820 +119,269	+32%	+$7.11M	0.02%	775
2024 Q1	$22.1M	Buy	370,551 +88,682	+31%	+$4.99M	0.01%	899
2023 Q4	$14.9M	Buy	281,869 +89,093	+46%	+$4.41M	0.01%	1020
2023 Q3	$9.15M	Buy	+192,776	New	+$9.38M	0.01%	1214

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

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

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

LPL Financial's JPEF Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Equity Focus ETF (JPEF) stake by 8.9% in Q2 2026, buying an estimated $9.18M and bringing the position to 1,432,378 shares worth $115M. The position accounts for 0.03% of the portfolio, ranked #592.

LPL Financial first reported a position in JPEF in Q3 2023 and has held it in 12 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

LPL Financial held 1,432,378 shares of JPMorgan Equity Focus ETF worth $115M as of Q2 2026.
LPL Financial bought 117,029 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $9.18M.
JPMorgan Equity Focus ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #592 holding.
LPL Financial first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and has held it in 12 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.