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 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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $71.6B AUM 21.08% 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 $1.46B AUM 21.07% 1-Year Est. Return

SFG Wealth Management's JPEF Position: Q1 2026 in Review

SFG Wealth Management reduced its JPMorgan Equity Focus ETF (JPEF) stake by 56% in Q1 2026, selling an estimated $1.53M and leaving 15,866 shares worth $1.14M. The position accounts for 0.47% of the portfolio, ranked #38.

SFG Wealth Management first reported a position in JPEF in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.08M in Q4 2024. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

SFG Wealth Management held 15,866 shares of JPMorgan Equity Focus ETF worth $1.14M as of Q1 2026.
SFG Wealth Management sold 20,500 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $1.53M.
JPMorgan Equity Focus ETF made up 0.47% of SFG Wealth Management's portfolio in Q1 2026, its #38 holding.
SFG Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q4 2023 and has held it in 9 quarters since.
SFG Wealth Management's JPMorgan Equity Focus ETF position peaked at $5.08M in Q4 2024.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.