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 Q2	$49.6M	Sell	617,646 -55,487	-8%	-$4.35M	0.1%	195
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

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

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

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

MML Investors Services's JPEF Position: Q2 2026 in Review

MML Investors Services reduced its JPMorgan Equity Focus ETF (JPEF) stake by 8.2% in Q2 2026, selling an estimated $4.35M and leaving 617,646 shares worth $49.6M. The position accounts for 0.1% of the portfolio, ranked #195.

MML Investors Services first reported a position in JPEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $75.5M in Q2 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

MML Investors Services held 617,646 shares of JPMorgan Equity Focus ETF worth $49.6M as of Q2 2026.
MML Investors Services sold 55,487 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $4.35M.
JPMorgan Equity Focus ETF made up 0.1% of MML Investors Services's portfolio in Q2 2026, its #195 holding.
MML Investors Services first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and has held it in 10 quarters since.
MML Investors Services's JPMorgan Equity Focus ETF position peaked at $75.5M in Q2 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.