RJT
JPEF icon

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

Raymond James Trust’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 		$796K Buy
12,144
+4,174
+52% +$264K 0.02% 580
2024
Q2 		$497K Buy
7,970
+3,683
+86% +$220K 0.01% 724
2024
Q1 		$256K Buy
+4,287
New +$241K 0.01% 1061

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 $377B AUM 19.32% 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 $1.46B AUM 21.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $363M AUM 16.28% 1-Year Est. Return

Raymond James Trust's JPEF Position: Q3 2024 in Review

Raymond James Trust increased its JPMorgan Equity Focus ETF (JPEF) stake by 52% in Q3 2024, buying an estimated $264K and bringing the position to 12,144 shares worth $796K. The position accounts for 0.02% of the portfolio, ranked #580.

Raymond James Trust 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 Trust held 12,144 shares of JPMorgan Equity Focus ETF worth $796K as of Q3 2024.
  • Raymond James Trust bought 4,174 JPMorgan Equity Focus ETF shares in Q3 2024, an estimated $264K.
  • JPMorgan Equity Focus ETF made up 0.02% of Raymond James Trust's portfolio in Q3 2024, its #580 holding.
  • Raymond James Trust 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 Trust's 13F filing for Q3 2024, filed 12 Nov 2024.