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 Q2	$6.84M	Buy	85,107 +74,554	+706%	+$5.85M	0.03%	497
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

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

Private Advisor Group's JPEF Position: Q2 2026 in Review

Private Advisor Group increased its JPMorgan Equity Focus ETF (JPEF) stake by 706% in Q2 2026, buying an estimated $5.85M and bringing the position to 85,107 shares worth $6.84M. The position accounts for 0.03% of the portfolio, ranked #497.

Private Advisor Group first reported a position in JPEF in Q4 2023 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Private Advisor Group held 85,107 shares of JPMorgan Equity Focus ETF worth $6.84M as of Q2 2026.
Private Advisor Group bought 74,554 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $5.85M.
JPMorgan Equity Focus ETF made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #497 holding.
Private Advisor Group first reported a position in JPMorgan Equity Focus ETF in Q4 2023 and has held it in 11 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.