PAG
JPEF icon

Private Advisor Group’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Private Advisor 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
Q1 		$758K Buy
10,553
+273
+3% +$20.4K ﹤0.01% 1598
2025
Q4 		$768K Buy
10,280
+141
+1% +$10.5K ﹤0.01% 1561
2025
Q3 		$751K Sell
10,139
-297
-3% -$21.4K ﹤0.01% 1543
2025
Q2 		$732K Buy
10,436
+1,623
+18% +$106K ﹤0.01% 1476
2025
Q1 		$561K Buy
8,813
+171
+2% +$11.4K ﹤0.01% 1546
2024
Q4 		$580K Buy
8,642
+164
+2% +$11.1K ﹤0.01% 1490
2024
Q3 		$556K Buy
8,478
+2,135
+34% +$135K ﹤0.01% 1556
2024
Q2 		$396K Buy
6,343
+761
+14% +$45.4K ﹤0.01% 1699
2024
Q1 		$334K Buy
5,582
+178
+3% +$10K ﹤0.01% 1769
2023
Q4 		$285K Buy
+5,404
New +$267K ﹤0.01% 1818

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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