Parsons Capital Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Parsons Capital 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 Q2	$264K	Sell	3,282 -52	-2%	-$4.08K	0.01%	474
2026 Q1	$239K	Sell	3,334 -1,135	-25%	-$84.6K	0.01%	450
2025 Q4	$334K	Buy	4,469 +271	+6%	+$20.3K	0.02%	380
2025 Q3	$311K	Sell	4,198 -2	-0%	-$144	0.02%	374
2025 Q2	$295K	Buy	4,200 +27	+0.6%	+$1.76K	0.02%	375
2025 Q1	$266K	Sell	4,173 -1,542	-27%	-$103K	0.01%	381
2024 Q4	$384K	Buy	5,715 +1,615	+39%	+$109K	0.02%	348
2024 Q3	$269K	Buy	+4,100	New	+$259K	0.02%	395

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

Parsons Capital Management's JPEF Position: Q2 2026 in Review

Parsons Capital Management reduced its JPMorgan Equity Focus ETF (JPEF) stake by 1.6% in Q2 2026, selling an estimated $4.08K and leaving 3,282 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #474.

Parsons Capital Management first reported a position in JPEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $384K in Q4 2024. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Parsons Capital Management held 3,282 shares of JPMorgan Equity Focus ETF worth $264K as of Q2 2026.
Parsons Capital Management sold 52 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $4.08K.
JPMorgan Equity Focus ETF made up 0.01% of Parsons Capital Management's portfolio in Q2 2026, its #474 holding.
Parsons Capital Management first reported a position in JPMorgan Equity Focus ETF in Q3 2024 and has held it in 8 quarters since.
Parsons Capital Management's JPMorgan Equity Focus ETF position peaked at $384K in Q4 2024.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.