LPL Financial
JPEF icon

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
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

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Osaic Holdings
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BFA
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SWP
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