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 Q3	–	Sell	-14,775	Closed	-$1.19M	–	37
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

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Morangie Management's JPEF Position: Q3 2026 in Review

Morangie Management sold out of JPMorgan Equity Focus ETF (JPEF) in Q3 2026, closing a stake of 14,775 shares — an estimated $1.19M sold.

Morangie Management first reported a position in JPEF in Q2 2025 and held it in 5 quarters. The position peaked at $1.19M in Q2 2026. 28 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.

Morangie Management reported no remaining JPMorgan Equity Focus ETF position as of Q3 2026 after selling out during the quarter.
Morangie Management sold 14,775 JPMorgan Equity Focus ETF shares in Q3 2026, an estimated $1.19M.
Morangie Management first reported a position in JPMorgan Equity Focus ETF in Q2 2025 and held it in 5 quarters.
Morangie Management's JPMorgan Equity Focus ETF position peaked at $1.19M in Q2 2026.
28 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.

Based on Morangie Management's 13F filing for Q3 2026, filed 15 Oct 2026.