NCP Inc’s JPMorgan Equity Focus ETF JPEF Stock Holding History

NCP Inc’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	–	Sell	-4,154	Closed	-$310K	–	116
2025 Q4	$310K	Buy	+4,154	New	+$310K	0.25%	43

Other funds holding JPEF

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

NCP Inc's JPEF Position: Q1 2026 in Review

NCP Inc sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 4,154 shares — an estimated $310K sold.

NCP Inc first reported a position in JPEF in Q4 2025 and held it in 1 quarter. The position peaked at $310K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

NCP Inc reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
NCP Inc sold 4,154 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $310K.
NCP Inc first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and held it in 1 quarter.
NCP Inc's JPMorgan Equity Focus ETF position peaked at $310K in Q4 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on NCP Inc's 13F filing for Q1 2026, filed 8 May 2026.