Regatta Research & Money Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Regatta Research & Money 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	$14.5K	Buy	+181	New	+$14.2K	0.01%	442

Other funds holding JPEF

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regatta Research & Money Management's JPEF Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in JPMorgan Equity Focus ETF (JPEF) in Q2 2026: 181 shares worth $14.5K. The stake represents 0.01% of the portfolio and ranks #442 among its holdings.

93 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Regatta Research & Money Management held 181 shares of JPMorgan Equity Focus ETF worth $14.5K as of Q2 2026.
JPMorgan Equity Focus ETF was a new Regatta Research & Money Management position in Q2 2026.
JPMorgan Equity Focus ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #442 holding.
93 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.