Smith Shellnut Wilson’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Smith Shellnut Wilson’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	$759K	Buy	9,450 +1,729	+22%	+$136K	0.28%	65
2026 Q1	$554K	Sell	7,721 -2,510	-25%	-$187K	0.24%	70
2025 Q4	$764K	Buy	10,231 +6,789	+197%	+$507K	0.29%	59
2025 Q3	$255K	Buy	+3,442	New	+$248K	0.1%	120

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

Smith Shellnut Wilson's JPEF Position: Q2 2026 in Review

Smith Shellnut Wilson increased its JPMorgan Equity Focus ETF (JPEF) stake by 22% in Q2 2026, buying an estimated $136K and bringing the position to 9,450 shares worth $759K. The position accounts for 0.28% of the portfolio, ranked #65.

Smith Shellnut Wilson first reported a position in JPEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $764K in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Smith Shellnut Wilson held 9,450 shares of JPMorgan Equity Focus ETF worth $759K as of Q2 2026.
Smith Shellnut Wilson bought 1,729 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $136K.
JPMorgan Equity Focus ETF made up 0.28% of Smith Shellnut Wilson's portfolio in Q2 2026, its #65 holding.
Smith Shellnut Wilson first reported a position in JPMorgan Equity Focus ETF in Q3 2025 and has held it in 4 quarters since.
Smith Shellnut Wilson's JPMorgan Equity Focus ETF position peaked at $764K in Q4 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.