Royal Bank of Canada’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Royal Bank of Canada’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	$18.6M	Buy	259,526 +27,048	+12%	+$2.02M	﹤0.01%	1497
2025 Q4	$17.4M	Buy	232,478 +16,908	+8%	+$1.26M	﹤0.01%	1595
2025 Q3	$16M	Buy	215,570 +51,674	+32%	+$3.72M	﹤0.01%	1827
2025 Q2	$11.5M	Sell	163,896 -5,527	-3%	-$360K	﹤0.01%	1925
2025 Q1	$10.8M	Buy	169,423 +65,567	+63%	+$4.39M	﹤0.01%	1688
2024 Q4	$6.97M	Buy	103,856 +58,949	+131%	+$3.99M	﹤0.01%	2072
2024 Q3	$2.94M	Buy	44,907 +31,697	+240%	+$2M	﹤0.01%	2715
2024 Q2	$824K	Buy	+13,210	New	+$788K	﹤0.01%	3615

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Royal Bank of Canada's JPEF Position: Q1 2026 in Review

Royal Bank of Canada increased its JPMorgan Equity Focus ETF (JPEF) stake by 12% in Q1 2026, buying an estimated $2.02M and bringing the position to 259,526 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Royal Bank of Canada first reported a position in JPEF in Q2 2024 and has held it in 8 quarters since. 125 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Royal Bank of Canada held 259,526 shares of JPMorgan Equity Focus ETF worth $18.6M as of Q1 2026.
Royal Bank of Canada bought 27,048 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $2.02M.
JPMorgan Equity Focus ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #1497 holding.
Royal Bank of Canada first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and has held it in 8 quarters since.
125 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.