Resources Management Corp’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Resources Management Corp’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 Q2	$350K	Hold	4,357	–	–	0.04%	157
2026 Q1	$313K	Hold	4,357	–	–	0.04%	159
2025 Q4	$325K	Hold	4,357	–	–	0.04%	159
2025 Q3	$323K	Hold	4,357	–	–	0.04%	160
2025 Q2	$306K	Buy	+4,357	New	+$284K	0.04%	169

Other funds holding JPEF

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Resources Management Corp's JPEF Position: Q2 2026 in Review

Resources Management Corp held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 4,357 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #157.

Resources Management Corp first reported a position in JPEF in Q2 2025 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Resources Management Corp held 4,357 shares of JPMorgan Equity Focus ETF worth $350K as of Q2 2026.
Resources Management Corp left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
JPMorgan Equity Focus ETF made up 0.04% of Resources Management Corp's portfolio in Q2 2026, its #157 holding.
Resources Management Corp first reported a position in JPMorgan Equity Focus ETF in Q2 2025 and has held it in 5 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.