Mercer Global Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Mercer Global 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	$665K	Buy	8,281 +898	+12%	+$70.4K	﹤0.01%	2056
2026 Q1	$530K	Hold	7,383	–	–	﹤0.01%	1944
2025 Q4	$551K	Buy	7,383 +52	+0.7%	+$3.89K	﹤0.01%	1800
2025 Q3	$543K	Buy	7,331 +2,572	+54%	+$185K	﹤0.01%	1715
2025 Q2	$334K	Buy	+4,759	New	+$310K	﹤0.01%	1793

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

Mercer Global Advisors's JPEF Position: Q2 2026 in Review

Mercer Global Advisors increased its JPMorgan Equity Focus ETF (JPEF) stake by 12% in Q2 2026, buying an estimated $70.4K and bringing the position to 8,281 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Mercer Global Advisors first reported a position in JPEF in Q2 2025 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Mercer Global Advisors held 8,281 shares of JPMorgan Equity Focus ETF worth $665K as of Q2 2026.
Mercer Global Advisors bought 898 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $70.4K.
JPMorgan Equity Focus ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2056 holding.
Mercer Global Advisors first reported a position in JPMorgan Equity Focus ETF in Q2 2025 and has held it in 5 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.