Mariner’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Mariner’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	–	Sell	-67,659	Closed	-$4.86M	–	3738
2026 Q1	$4.86M	Buy	67,659 +63,520	+1,535%	+$4.74M	0.01%	1068
2025 Q4	$309K	Buy	4,139 +127	+3%	+$9.49K	﹤0.01%	2816
2025 Q3	$297K	Sell	4,012 -145	-3%	-$10.4K	﹤0.01%	2815
2025 Q2	$292K	Sell	4,157 -102	-2%	-$6.64K	﹤0.01%	2747
2025 Q1	$271K	Buy	4,259 +822	+24%	+$55K	﹤0.01%	2722
2024 Q4	$231K	Buy	+3,437	New	+$233K	﹤0.01%	2880

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

Mariner's JPEF Position: Q2 2026 in Review

Mariner sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2026, closing a stake of 67,659 shares — an estimated $4.86M sold.

Mariner first reported a position in JPEF in Q4 2024 and held it in 6 quarters. The position peaked at $4.86M in Q1 2026. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Mariner reported no remaining JPMorgan Equity Focus ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 67,659 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $4.86M.
Mariner first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and held it in 6 quarters.
Mariner's JPMorgan Equity Focus ETF position peaked at $4.86M in Q1 2026.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.