SFG Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

SFG Wealth Management’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	$1.27M	Hold	15,866	–	–	0.46%	35
2026 Q1	$1.14M	Sell	15,866 -20,500	-56%	-$1.53M	0.47%	38
2025 Q4	$2.72M	Sell	36,366 -19,598	-35%	-$1.46M	1.07%	18
2025 Q3	$4.15M	Buy	+55,964	New	+$4.03M	1.8%	8
2025 Q2	–	Sell	-64,952	Closed	-$4.13M	–	106
2025 Q1	$4.13M	Sell	64,952 -10,796	-14%	-$723K	2.02%	9
2024 Q4	$5.08M	Buy	75,748 +3,955	+6%	+$268K	2.67%	8
2024 Q3	$4.7M	Sell	71,793 -23	-0%	-$1.45K	2.5%	9
2024 Q2	$4.48M	Buy	71,816 +9,154	+15%	+$546K	2.55%	9
2024 Q1	$3.75M	Sell	62,662 -5,621	-8%	-$316K	2.22%	10
2023 Q4	$3.6M	Buy	+68,283	New	+$3.38M	2.4%	9

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

SFG Wealth Management's JPEF Position: Q2 2026 in Review

SFG Wealth Management held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 15,866 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #35.

SFG Wealth Management first reported a position in JPEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.08M in Q4 2024. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

SFG Wealth Management held 15,866 shares of JPMorgan Equity Focus ETF worth $1.27M as of Q2 2026.
SFG Wealth Management left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
JPMorgan Equity Focus ETF made up 0.46% of SFG Wealth Management's portfolio in Q2 2026, its #35 holding.
SFG Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q4 2023 and has held it in 10 quarters since.
SFG Wealth Management's JPMorgan Equity Focus ETF position peaked at $5.08M in Q4 2024.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.