Pasadena Private Wealth’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Pasadena Private Wealth’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	$209K	Buy	+2,600	New	+$204K	0.03%	240

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

Pasadena Private Wealth's JPEF Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in JPMorgan Equity Focus ETF (JPEF) in Q2 2026: 2,600 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings.

121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Pasadena Private Wealth held 2,600 shares of JPMorgan Equity Focus ETF worth $209K as of Q2 2026.
JPMorgan Equity Focus ETF was a new Pasadena Private Wealth position in Q2 2026.
JPMorgan Equity Focus ETF made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #240 holding.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.