Northwestern Mutual Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Northwestern Mutual Wealth Management’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	$5.75M	Sell	80,142 -13,112	-14%	-$977K	﹤0.01%	762
2025 Q4	$6.96M	Buy	93,254 +15,095	+19%	+$1.13M	﹤0.01%	668
2025 Q3	$5.79M	Buy	78,159 +8,824	+13%	+$635K	﹤0.01%	692
2025 Q2	$4.86M	Sell	69,335 -13,568	-16%	-$884K	﹤0.01%	689
2025 Q1	$5.28M	Buy	82,903 +10,144	+14%	+$679K	﹤0.01%	642
2024 Q4	$4.88M	Buy	72,759 +12,820	+21%	+$868K	﹤0.01%	628
2024 Q3	$3.93M	Buy	59,939 +57,361	+2,225%	+$3.63M	﹤0.01%	674
2024 Q2	$161K	Buy	2,578 +2,495	+3,006%	+$149K	﹤0.01%	1650
2024 Q1	$4.96K	Hold	83	–	–	﹤0.01%	2842
2023 Q4	$4.38K	Buy	+83	New	+$4.11K	﹤0.01%	2897

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $79.5B AUM 27.1% 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

Northwestern Mutual Wealth Management's JPEF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its JPMorgan Equity Focus ETF (JPEF) stake by 14% in Q1 2026, selling an estimated $977K and leaving 80,142 shares worth $5.75M. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Northwestern Mutual Wealth Management first reported a position in JPEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.96M in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Northwestern Mutual Wealth Management held 80,142 shares of JPMorgan Equity Focus ETF worth $5.75M as of Q1 2026.
Northwestern Mutual Wealth Management sold 13,112 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $977K.
JPMorgan Equity Focus ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #762 holding.
Northwestern Mutual Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q4 2023 and has held it in 10 quarters since.
Northwestern Mutual Wealth Management's JPMorgan Equity Focus ETF position peaked at $6.96M in Q4 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.