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
2025 Q3	$255K	Buy	+3,442	New	+$248K	0.1%	120

Other funds holding JPEF

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Smith Shellnut Wilson's JPEF Position: Q3 2025 in Review

Smith Shellnut Wilson opened a new position in JPMorgan Equity Focus ETF (JPEF) in Q3 2025: 3,442 shares worth $255K. The stake represents 0.1% of the portfolio and ranks #120 among its holdings.

118 funds tracked by Wall St. Rank hold JPEF as of Q3 2025.

Smith Shellnut Wilson held 3,442 shares of JPMorgan Equity Focus ETF worth $255K as of Q3 2025.
JPMorgan Equity Focus ETF was a new Smith Shellnut Wilson position in Q3 2025.
JPMorgan Equity Focus ETF made up 0.1% of Smith Shellnut Wilson's portfolio in Q3 2025, its #120 holding.
118 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.