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Raymond James & Associates’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Raymond James & Associates’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
2024
Q3 		$13.2M Buy
201,422
+38,865
+24% +$2.46M 0.01% 1060
2024
Q2 		$10.1M Buy
162,557
+82,166
+102% +$4.9M 0.01% 1151
2024
Q1 		$4.8M Buy
+80,391
New +$4.53M ﹤0.01% 1610

Other funds holding JPEF

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APS
American Planning Services Sun City Center, Florida $126M AUM 25.28% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James & Associates's JPEF Position: Q3 2024 in Review

Raymond James & Associates increased its JPMorgan Equity Focus ETF (JPEF) stake by 24% in Q3 2024, buying an estimated $2.46M and bringing the position to 201,422 shares worth $13.2M. The position accounts for 0.01% of the portfolio, ranked #1060.

Raymond James & Associates first reported a position in JPEF in Q1 2024 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold JPEF as of Q3 2024.

  • Raymond James & Associates held 201,422 shares of JPMorgan Equity Focus ETF worth $13.2M as of Q3 2024.
  • Raymond James & Associates bought 38,865 JPMorgan Equity Focus ETF shares in Q3 2024, an estimated $2.46M.
  • JPMorgan Equity Focus ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1060 holding.
  • Raymond James & Associates first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.