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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
Q3 		– Sell
-231
Closed -$18.6K – 382
2026
Q2 		$18.6K Buy
231
+155
+204% +$12.2K 0.01% 297
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

LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Realta Investment Advisors's JPEF Position: Q3 2026 in Review

Realta Investment Advisors sold out of JPMorgan Equity Focus ETF (JPEF) in Q3 2026, closing a stake of 231 shares — an estimated $18.6K sold.

Realta Investment Advisors first reported a position in JPEF in Q3 2025 and held it in 4 quarters. The position peaked at $18.6K in Q2 2026. 13 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.

  • Realta Investment Advisors reported no remaining JPMorgan Equity Focus ETF position as of Q3 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 231 JPMorgan Equity Focus ETF shares in Q3 2026, an estimated $18.6K.
  • Realta Investment Advisors first reported a position in JPMorgan Equity Focus ETF in Q3 2025 and held it in 4 quarters.
  • Realta Investment Advisors's JPMorgan Equity Focus ETF position peaked at $18.6K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.