Prosperity Financial Group’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Prosperity Financial 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	$1.02M	Buy	12,702 +99	+0.8%	+$7.76K	0.32%	88
2026 Q1	$905K	Sell	12,603 -262	-2%	-$19.5K	0.33%	87
2025 Q4	$961K	Sell	12,865 -524	-4%	-$39.2K	0.35%	76
2025 Q3	$992K	Buy	13,389 +2,037	+18%	+$147K	0.36%	74
2025 Q2	$796K	Buy	11,352 +509	+5%	+$33.1K	0.34%	77
2025 Q1	$690K	Buy	+10,843	New	+$726K	0.34%	74

Other funds holding JPEF

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

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Prosperity Financial Group's JPEF Position: Q2 2026 in Review

Prosperity Financial Group increased its JPMorgan Equity Focus ETF (JPEF) stake by 0.79% in Q2 2026, buying an estimated $7.76K and bringing the position to 12,702 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #88.

Prosperity Financial Group first reported a position in JPEF in Q1 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Prosperity Financial Group held 12,702 shares of JPMorgan Equity Focus ETF worth $1.02M as of Q2 2026.
Prosperity Financial Group bought 99 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $7.76K.
JPMorgan Equity Focus ETF made up 0.32% of Prosperity Financial Group's portfolio in Q2 2026, its #88 holding.
Prosperity Financial Group first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.