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Realta Investment Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Realta Investment 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
2026
Q1 		$5.46K Sell
76
-127
-63% -$9.47K ﹤0.01% 325
2025
Q4 		$15.2K Buy
203
+181
+823% +$13.5K 0.01% 282
2025
Q3 		$1.63K Buy
+22
New +$1.58K ﹤0.01% 315

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $71.6B AUM 21.08% 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

Realta Investment Advisors's JPEF Position: Q1 2026 in Review

Realta Investment Advisors reduced its JPMorgan Equity Focus ETF (JPEF) stake by 63% in Q1 2026, selling an estimated $9.47K and leaving 76 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Realta Investment Advisors first reported a position in JPEF in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.2K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • Realta Investment Advisors held 76 shares of JPMorgan Equity Focus ETF worth $5.46K as of Q1 2026.
  • Realta Investment Advisors sold 127 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $9.47K.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q1 2026, its #325 holding.
  • Realta Investment Advisors first reported a position in JPMorgan Equity Focus ETF in Q3 2025 and has held it in 3 quarters since.
  • Realta Investment Advisors's JPMorgan Equity Focus ETF position peaked at $15.2K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.