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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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Mutual Advisors's JPEF Position: Q1 2026 in Review

Mutual Advisors increased its JPMorgan Equity Focus ETF (JPEF) stake by 2.1% in Q1 2026, buying an estimated $57.6K and bringing the position to 36,899 shares worth $2.65M. The position accounts for 0.06% of the portfolio, ranked #311.

Mutual Advisors first reported a position in JPEF in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.7M in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • Mutual Advisors held 36,899 shares of JPMorgan Equity Focus ETF worth $2.65M as of Q1 2026.
  • Mutual Advisors bought 773 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $57.6K.
  • JPMorgan Equity Focus ETF made up 0.06% of Mutual Advisors's portfolio in Q1 2026, its #311 holding.
  • Mutual Advisors first reported a position in JPMorgan Equity Focus ETF in Q3 2025 and has held it in 3 quarters since.
  • Mutual Advisors's JPMorgan Equity Focus ETF position peaked at $2.7M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.