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

Mutual 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	$2.84M	Sell	35,361 -1,538	-4%	-$121K	0.05%	334
2026 Q1	$2.65M	Buy	36,899 +773	+2%	+$57.6K	0.06%	311
2025 Q4	$2.7M	Buy	36,126 +3,156	+10%	+$236K	0.06%	298
2025 Q3	$2.46M	Buy	+32,970	New	+$2.37M	0.05%	310

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

Mutual Advisors's JPEF Position: Q2 2026 in Review

Mutual Advisors reduced its JPMorgan Equity Focus ETF (JPEF) stake by 4.2% in Q2 2026, selling an estimated $121K and leaving 35,361 shares worth $2.84M. The position accounts for 0.05% of the portfolio, ranked #334.

Mutual Advisors first reported a position in JPEF in Q3 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Mutual Advisors held 35,361 shares of JPMorgan Equity Focus ETF worth $2.84M as of Q2 2026.
Mutual Advisors sold 1,538 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $121K.
JPMorgan Equity Focus ETF made up 0.05% of Mutual Advisors's portfolio in Q2 2026, its #334 holding.
Mutual Advisors first reported a position in JPMorgan Equity Focus ETF in Q3 2025 and has held it in 4 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.