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Root Financial Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Root Financial Partners’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 		– Sell
-863
Closed -$62K – 1859
2026
Q1 		$62K Sell
863
-16
-2% -$1.19K ﹤0.01% 774
2025
Q4 		$65.7K Buy
879
+725
+471% +$54.2K ﹤0.01% 612
2025
Q3 		$11.4K Buy
+154
New +$11.1K ﹤0.01% 1402

Other funds holding JPEF

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
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

Root Financial Partners's JPEF Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2026, closing a stake of 863 shares — an estimated $62K sold.

Root Financial Partners first reported a position in JPEF in Q3 2025 and held it in 3 quarters. The position peaked at $65.7K in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Root Financial Partners reported no remaining JPMorgan Equity Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 863 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $62K.
  • Root Financial Partners first reported a position in JPMorgan Equity Focus ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's JPMorgan Equity Focus ETF position peaked at $65.7K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.