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Principal Securities’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-571
Closed -$42.3K – 2505
2025
Q3 		$42.3K Hold
571
– – ﹤0.01% 2033
2025
Q2 		$40K Hold
571
– – ﹤0.01% 1984
2025
Q1 		$38.3K Hold
571
– – ﹤0.01% 1874
2024
Q4 		$38.3K Hold
571
– – ﹤0.01% 1870
2024
Q3 		$37.4K Hold
571
– – ﹤0.01% 1815
2024
Q2 		$35.6K Hold
571
– – ﹤0.01% 1776
2024
Q1 		$34.1K Buy
+571
New +$32.1K ﹤0.01% 1734

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Principal Securities's JPEF Position: Q4 2025 in Review

Principal Securities sold out of JPMorgan Equity Focus ETF (JPEF) in Q4 2025, closing a stake of 571 shares — an estimated $42.3K sold.

Principal Securities first reported a position in JPEF in Q1 2024 and held it in 7 quarters. The position peaked at $42.3K in Q3 2025. 123 funds tracked by Wall St. Rank hold JPEF as of Q4 2025.

  • Principal Securities reported no remaining JPMorgan Equity Focus ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 571 JPMorgan Equity Focus ETF shares in Q4 2025, an estimated $42.3K.
  • Principal Securities first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and held it in 7 quarters.
  • Principal Securities's JPMorgan Equity Focus ETF position peaked at $42.3K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.