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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

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 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. 50 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.
  • 50 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.