Morangie Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Morangie 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	$1.19M	Sell	14,775 -245	-2%	-$19.2K	0.99%	23
2026 Q1	$1.08M	Hold	15,020	–	–	0.99%	24
2025 Q4	$1.12M	Hold	15,020	–	–	0.89%	23
2025 Q3	$1.11M	Hold	15,020	–	–	0.96%	22
2025 Q2	$1.05M	Buy	+15,020	New	+$978K	0.91%	22

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

Morangie Management's JPEF Position: Q2 2026 in Review

Morangie Management reduced its JPMorgan Equity Focus ETF (JPEF) stake by 1.6% in Q2 2026, selling an estimated $19.2K and leaving 14,775 shares worth $1.19M. The position accounts for 0.99% of the portfolio, ranked #23.

Morangie Management first reported a position in JPEF in Q2 2025 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Morangie Management held 14,775 shares of JPMorgan Equity Focus ETF worth $1.19M as of Q2 2026.
Morangie Management sold 245 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $19.2K.
JPMorgan Equity Focus ETF made up 0.99% of Morangie Management's portfolio in Q2 2026, its #23 holding.
Morangie Management first reported a position in JPMorgan Equity Focus ETF in Q2 2025 and has held it in 5 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Morangie Management's 13F filing for Q2 2026, filed 16 Jul 2026.