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JPEF icon

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

LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 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. 18 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.
  • 18 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.