National Philanthropic Trust’s JPMorgan Equity Focus ETF JPEF Stock Holding History

National Philanthropic Trust’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	$793K	Buy	+9,875	New	+$774K	0.01%	250

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

National Philanthropic Trust's JPEF Position: Q2 2026 in Review

National Philanthropic Trust opened a new position in JPMorgan Equity Focus ETF (JPEF) in Q2 2026: 9,875 shares worth $793K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings.

113 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

National Philanthropic Trust held 9,875 shares of JPMorgan Equity Focus ETF worth $793K as of Q2 2026.
JPMorgan Equity Focus ETF was a new National Philanthropic Trust position in Q2 2026.
JPMorgan Equity Focus ETF made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #250 holding.
113 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.