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 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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

Modern Wealth Management's JPEF Position: Q1 2026 in Review

Modern Wealth Management reduced its JPMorgan Equity Focus ETF (JPEF) stake by 16% in Q1 2026, selling an estimated $102K and leaving 7,307 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #565.

Modern Wealth Management first reported a position in JPEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $648K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Modern Wealth Management held 7,307 shares of JPMorgan Equity Focus ETF worth $527K as of Q1 2026.
Modern Wealth Management sold 1,367 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $102K.
JPMorgan Equity Focus ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #565 holding.
Modern Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 6 quarters since.
Modern Wealth Management's JPMorgan Equity Focus ETF position peaked at $648K in Q4 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.