MML Investors Services’s JPMorgan Equity Focus ETF JPEF Stock Holding History

MML Investors Services’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 Q1	$48.3M	Sell	673,133 -199,853	-23%	-$14.9M	0.13%	152
2025 Q4	$65.2M	Sell	872,986 -22,805	-3%	-$1.7M	0.16%	129
2025 Q3	$66.4M	Sell	895,791 -180,580	-17%	-$13M	0.18%	118
2025 Q2	$75.5M	Buy	1,076,371 +76,189	+8%	+$4.96M	0.22%	94
2025 Q1	$63.7M	Buy	1,000,182 +658,673	+193%	+$44.1M	0.21%	94
2024 Q4	$22.9M	Buy	341,509 +194,495	+132%	+$13.2M	0.08%	250
2024 Q3	$9.63M	Buy	147,014 +12,850	+10%	+$812K	0.04%	438
2024 Q2	$8.37M	Buy	134,164 +35,127	+35%	+$2.09M	0.03%	456
2024 Q1	$5.92M	Buy	+99,037	New	+$5.57M	0.02%	570

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

MML Investors Services's JPEF Position: Q1 2026 in Review

MML Investors Services reduced its JPMorgan Equity Focus ETF (JPEF) stake by 23% in Q1 2026, selling an estimated $14.9M and leaving 673,133 shares worth $48.3M. The position accounts for 0.13% of the portfolio, ranked #152.

MML Investors Services first reported a position in JPEF in Q1 2024 and has held it in 9 quarters since. The position peaked at $75.5M in Q2 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

MML Investors Services held 673,133 shares of JPMorgan Equity Focus ETF worth $48.3M as of Q1 2026.
MML Investors Services sold 199,853 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $14.9M.
JPMorgan Equity Focus ETF made up 0.13% of MML Investors Services's portfolio in Q1 2026, its #152 holding.
MML Investors Services first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and has held it in 9 quarters since.
MML Investors Services's JPMorgan Equity Focus ETF position peaked at $75.5M in Q2 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.