Morgan Stanley’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Morgan Stanley’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	$48.2M	Buy	600,496 +155	+0%	+$12.2K	﹤0.01%	2264
2026 Q1	$43.1M	Buy	600,341 +595,736	+12,937%	+$44.4M	﹤0.01%	2254
2025 Q4	$344K	Buy	4,605 +116	+3%	+$8.67K	﹤0.01%	5699
2025 Q3	$333K	Buy	4,489 +4,454	+12,726%	+$321K	﹤0.01%	5684
2025 Q2	$2.46K	Hold	35	–	–	﹤0.01%	7179
2025 Q1	$2.23K	Buy	+35	New	+$2.34K	﹤0.01%	7153

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

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

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Morgan Stanley's JPEF Position: Q2 2026 in Review

Morgan Stanley increased its JPMorgan Equity Focus ETF (JPEF) stake by 0.03% in Q2 2026, buying an estimated $12.2K and bringing the position to 600,496 shares worth $48.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Morgan Stanley first reported a position in JPEF in Q1 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Morgan Stanley held 600,496 shares of JPMorgan Equity Focus ETF worth $48.2M as of Q2 2026.
Morgan Stanley bought 155 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $12.2K.
JPMorgan Equity Focus ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2264 holding.
Morgan Stanley first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.