Novem Group’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Novem Group’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	$10.4M	Sell	128,961 -33,288	-21%	-$2.61M	1.05%	20
2026 Q1	$11.7M	Sell	162,249 -19,078	-11%	-$1.42M	1.33%	19
2025 Q4	$13.5M	Sell	181,327 -917	-0.5%	-$68.5K	1.56%	14
2025 Q3	$13.5M	Sell	182,244 -1,939	-1%	-$140K	1.58%	13
2025 Q2	$12.9M	Buy	184,183 +3,883	+2%	+$253K	1.63%	15
2025 Q1	$11.5M	Buy	180,300 +51,054	+40%	+$3.42M	1.61%	13
2024 Q4	$8.67M	Buy	+129,246	New	+$8.75M	1.26%	17

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

Novem Group's JPEF Position: Q2 2026 in Review

Novem Group reduced its JPMorgan Equity Focus ETF (JPEF) stake by 21% in Q2 2026, selling an estimated $2.61M and leaving 128,961 shares worth $10.4M. The position accounts for 1.05% of the portfolio, ranked #20.

Novem Group first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5M in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Novem Group held 128,961 shares of JPMorgan Equity Focus ETF worth $10.4M as of Q2 2026.
Novem Group sold 33,288 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $2.61M.
JPMorgan Equity Focus ETF made up 1.05% of Novem Group's portfolio in Q2 2026, its #20 holding.
Novem Group first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
Novem Group's JPMorgan Equity Focus ETF position peaked at $13.5M in Q4 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.