Snowden Capital Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Snowden Capital Advisors’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	$526K	Sell	7,321 -543	-7%	-$40.5K	0.01%	774
2025 Q4	$587K	Sell	7,864 -165	-2%	-$12.3K	0.02%	724
2025 Q3	$595K	Buy	8,029 +1,086	+16%	+$78.2K	0.02%	700
2025 Q2	$487K	Sell	6,943 -1,399	-17%	-$91.1K	0.01%	776
2025 Q1	$531K	Buy	8,342 +3,089	+59%	+$207K	0.02%	714
2024 Q4	$353K	Buy	+5,253	New	+$356K	0.01%	912

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

Snowden Capital Advisors's JPEF Position: Q1 2026 in Review

Snowden Capital Advisors reduced its JPMorgan Equity Focus ETF (JPEF) stake by 6.9% in Q1 2026, selling an estimated $40.5K and leaving 7,321 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #774.

Snowden Capital Advisors first reported a position in JPEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $595K in Q3 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Snowden Capital Advisors held 7,321 shares of JPMorgan Equity Focus ETF worth $526K as of Q1 2026.
Snowden Capital Advisors sold 543 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $40.5K.
JPMorgan Equity Focus ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #774 holding.
Snowden Capital Advisors first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 6 quarters since.
Snowden Capital Advisors's JPMorgan Equity Focus ETF position peaked at $595K in Q3 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.