Raymond James Financial
JPEF icon

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

Raymond James Financial’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 		$138M Sell
1,925,866
-294,014
-13% -$21.9M 0.04% 394
2025
Q4 		$166M Buy
2,219,880
+42,610
+2% +$3.18M 0.05% 323
2025
Q3 		$161M Buy
2,177,270
+218,705
+11% +$15.7M 0.05% 331
2025
Q2 		$137M Buy
1,958,565
+175,204
+10% +$11.4M 0.05% 361
2025
Q1 		$114M Buy
1,783,361
+894,439
+101% +$59.9M 0.04% 386
2024
Q4 		$59.7M Buy
+888,922
New +$60.2M 0.02% 636

Other funds holding JPEF

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $79.5B AUM 27.1% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Raymond James Financial's JPEF Position: Q1 2026 in Review

Raymond James Financial reduced its JPMorgan Equity Focus ETF (JPEF) stake by 13% in Q1 2026, selling an estimated $21.9M and leaving 1,925,866 shares worth $138M. The position accounts for 0.04% of the portfolio, ranked #394.

Raymond James Financial first reported a position in JPEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $166M in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • Raymond James Financial held 1,925,866 shares of JPMorgan Equity Focus ETF worth $138M as of Q1 2026.
  • Raymond James Financial sold 294,014 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $21.9M.
  • JPMorgan Equity Focus ETF made up 0.04% of Raymond James Financial's portfolio in Q1 2026, its #394 holding.
  • Raymond James Financial first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's JPMorgan Equity Focus ETF position peaked at $166M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.