Medallion Wealth Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Medallion Wealth Advisors’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	$1.48M	Buy	20,704 +9,758	+89%	+$765K	0.47%	58
2026 Q1	$786K	Buy	+10,946	New	+$816K	0.26%	87

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

Medallion Wealth Advisors's JPEF Position: Q2 2026 in Review

Medallion Wealth Advisors increased its JPMorgan Equity Focus ETF (JPEF) stake by 89% in Q2 2026, buying an estimated $765K and bringing the position to 20,704 shares worth $1.48M. The position accounts for 0.47% of the portfolio, ranked #58.

Medallion Wealth Advisors first reported a position in JPEF in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Medallion Wealth Advisors held 20,704 shares of JPMorgan Equity Focus ETF worth $1.48M as of Q2 2026.
Medallion Wealth Advisors bought 9,758 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $765K.
JPMorgan Equity Focus ETF made up 0.47% of Medallion Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Medallion Wealth Advisors first reported a position in JPMorgan Equity Focus ETF in Q1 2026 and has held it in 2 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.