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Raymond James Financial Services Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Raymond James Financial Services Advisors’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 		$35.9M Buy
547,578
+14,586
+3% +$922K 0.05% 364
2024
Q2 		$33.2M Buy
532,992
+57,702
+12% +$3.44M 0.05% 365
2024
Q1 		$28.4M Buy
+475,290
New +$26.8M 0.04% 397

Other funds holding JPEF

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $3.05B AUM 23.96% 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 $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial Services Advisors's JPEF Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan Equity Focus ETF (JPEF) stake by 2.7% in Q3 2024, buying an estimated $922K and bringing the position to 547,578 shares worth $35.9M. The position accounts for 0.05% of the portfolio, ranked #364.

Raymond James Financial Services Advisors 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 Financial Services Advisors held 547,578 shares of JPMorgan Equity Focus ETF worth $35.9M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 14,586 JPMorgan Equity Focus ETF shares in Q3 2024, an estimated $922K.
  • JPMorgan Equity Focus ETF made up 0.05% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #364 holding.
  • Raymond James Financial Services Advisors 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.