MONECO Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

MONECO 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	$15.3M	Sell	190,357 -28,867	-13%	-$2.26M	0.93%	21
2026 Q1	$15.7M	Sell	219,224 -12,795	-6%	-$954K	1.22%	17
2025 Q4	$17.3M	Buy	232,019 +8,240	+4%	+$616K	1.38%	16
2025 Q3	$16.6M	Sell	223,779 -3,839	-2%	-$276K	1.38%	16
2025 Q2	$16M	Buy	227,618 +20,134	+10%	+$1.31M	1.49%	16
2025 Q1	$13.2M	Buy	207,484 +61,926	+43%	+$4.15M	1.37%	17
2024 Q4	$9.77M	Buy	145,558 +50,584	+53%	+$3.42M	1.03%	23
2024 Q3	$6.22M	Buy	94,974 +49,160	+107%	+$3.11M	0.77%	31
2024 Q2	$2.86M	Buy	+45,814	New	+$2.73M	0.42%	64

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

MONECO Advisors's JPEF Position: Q2 2026 in Review

MONECO Advisors reduced its JPMorgan Equity Focus ETF (JPEF) stake by 13% in Q2 2026, selling an estimated $2.26M and leaving 190,357 shares worth $15.3M. The position accounts for 0.93% of the portfolio, ranked #21.

MONECO Advisors first reported a position in JPEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.3M in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

MONECO Advisors held 190,357 shares of JPMorgan Equity Focus ETF worth $15.3M as of Q2 2026.
MONECO Advisors sold 28,867 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $2.26M.
JPMorgan Equity Focus ETF made up 0.93% of MONECO Advisors's portfolio in Q2 2026, its #21 holding.
MONECO Advisors first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and has held it in 9 quarters since.
MONECO Advisors's JPMorgan Equity Focus ETF position peaked at $17.3M in Q4 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

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