Modern Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Modern Wealth Management’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	$506K	Sell	6,302 -1,005	-14%	-$78.8K	0.01%	715
2026 Q1	$527K	Sell	7,307 -1,367	-16%	-$102K	0.01%	565
2025 Q4	$648K	Buy	8,674 +1,767	+26%	+$132K	0.01%	487
2025 Q3	$512K	Hold	6,907	–	–	0.01%	502
2025 Q2	$484K	Hold	6,907	–	–	0.01%	486
2025 Q1	$440K	Buy	6,907 +3,462	+100%	+$232K	0.01%	444
2024 Q4	$231K	Buy	+3,445	New	+$233K	0.01%	521

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

Modern Wealth Management's JPEF Position: Q2 2026 in Review

Modern Wealth Management reduced its JPMorgan Equity Focus ETF (JPEF) stake by 14% in Q2 2026, selling an estimated $78.8K and leaving 6,302 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #715.

Modern Wealth Management first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $648K in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Modern Wealth Management held 6,302 shares of JPMorgan Equity Focus ETF worth $506K as of Q2 2026.
Modern Wealth Management sold 1,005 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $78.8K.
JPMorgan Equity Focus ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #715 holding.
Modern Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's JPMorgan Equity Focus ETF position peaked at $648K in Q4 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

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