OneDigital Investment Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

OneDigital Investment Advisors’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	$594K	Buy	8,273 +180	+2%	+$13.4K	0.01%	877
2025 Q4	$604K	Buy	8,093 +85	+1%	+$6.35K	0.01%	873
2025 Q3	$593K	Hold	8,008	–	–	0.01%	855
2025 Q2	$562K	Buy	8,008 +309	+4%	+$20.1K	0.01%	860
2025 Q1	$490K	Sell	7,699 -1,191	-13%	-$79.7K	0.01%	863
2024 Q4	$597K	Buy	8,890 +2,901	+48%	+$196K	0.01%	818
2024 Q3	$392K	Buy	+5,989	New	+$379K	﹤0.01%	1030

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

OneDigital Investment Advisors's JPEF Position: Q1 2026 in Review

OneDigital Investment Advisors increased its JPMorgan Equity Focus ETF (JPEF) stake by 2.2% in Q1 2026, buying an estimated $13.4K and bringing the position to 8,273 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #877.

OneDigital Investment Advisors first reported a position in JPEF in Q3 2024 and has held it in 7 quarters since. The position peaked at $604K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

OneDigital Investment Advisors held 8,273 shares of JPMorgan Equity Focus ETF worth $594K as of Q1 2026.
OneDigital Investment Advisors bought 180 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $13.4K.
JPMorgan Equity Focus ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #877 holding.
OneDigital Investment Advisors first reported a position in JPMorgan Equity Focus ETF in Q3 2024 and has held it in 7 quarters since.
OneDigital Investment Advisors's JPMorgan Equity Focus ETF position peaked at $604K in Q4 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.