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JPEF icon

MBL Wealth’s JPMorgan Equity Focus ETF JPEF Stock Holding History

MBL Wealth’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 		$6.03M Buy
75,077
+435
+0.6% +$34.1K 0.41% 49
2026
Q1 		$5.36M Sell
74,642
-933
-1% -$69.5K 0.41% 51
2025
Q4 		$5.64M Buy
75,575
+2,171
+3% +$162K 0.45% 50
2025
Q3 		$5.44M Buy
73,404
+2,839
+4% +$204K 0.47% 46
2025
Q2 		$4.95M Buy
70,565
+31,565
+81% +$2.06M 0.47% 48
2025
Q1 		$2.48M Buy
39,000
+11,177
+40% +$748K 0.25% 65
2024
Q4 		$1.87M Buy
27,823
+9,733
+54% +$659K 0.19% 70
2024
Q3 		$1.19M Buy
+18,090
New +$1.14M 0.13% 83

Other funds holding JPEF

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MBL Wealth's JPEF Position: Q2 2026 in Review

MBL Wealth increased its JPMorgan Equity Focus ETF (JPEF) stake by 0.58% in Q2 2026, buying an estimated $34.1K and bringing the position to 75,077 shares worth $6.03M. The position accounts for 0.41% of the portfolio, ranked #49.

MBL Wealth first reported a position in JPEF in Q3 2024 and has held it in 8 quarters since. 57 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • MBL Wealth held 75,077 shares of JPMorgan Equity Focus ETF worth $6.03M as of Q2 2026.
  • MBL Wealth bought 435 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $34.1K.
  • JPMorgan Equity Focus ETF made up 0.41% of MBL Wealth's portfolio in Q2 2026, its #49 holding.
  • MBL Wealth first reported a position in JPMorgan Equity Focus ETF in Q3 2024 and has held it in 8 quarters since.
  • 57 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.