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JPEF icon

Northland Securities’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Northland Securities’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 		$245K Sell
3,048
-76
-2% -$5.96K 0.14% 99
2026
Q1 		$224K Sell
3,124
-268
-8% -$20K 0.21% 96
2025
Q4 		$253K Buy
+3,392
New +$254K 0.24% 83

Other funds holding JPEF

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Northland Securities's JPEF Position: Q2 2026 in Review

Northland Securities reduced its JPMorgan Equity Focus ETF (JPEF) stake by 2.4% in Q2 2026, selling an estimated $5.96K and leaving 3,048 shares worth $245K. The position accounts for 0.14% of the portfolio, ranked #99.

Northland Securities first reported a position in JPEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $253K in Q4 2025. 85 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Northland Securities held 3,048 shares of JPMorgan Equity Focus ETF worth $245K as of Q2 2026.
  • Northland Securities sold 76 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $5.96K.
  • JPMorgan Equity Focus ETF made up 0.14% of Northland Securities's portfolio in Q2 2026, its #99 holding.
  • Northland Securities first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Northland Securities's JPMorgan Equity Focus ETF position peaked at $253K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Northland Securities's 13F filing for Q2 2026, filed 4 Aug 2026.