Southland Equity Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Southland Equity Partners’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 Q3	$1.26M	Buy	15,520 +100	+0.6%	+$8.1K	0.22%	84
2026 Q2	$1.24M	Buy	15,420 +445	+3%	+$34.9K	0.22%	86
2026 Q1	$1.08M	Buy	14,975 +420	+3%	+$31.3K	0.21%	86
2025 Q4	$1.09M	Buy	14,555 +3,629	+33%	+$271K	0.21%	84
2025 Q3	$810K	Buy	10,926 +3,739	+52%	+$269K	0.16%	106
2025 Q2	$504K	Buy	7,187 +3,800	+112%	+$247K	0.11%	128
2025 Q1	$216K	Buy	+3,387	New	+$227K	0.05%	216

Other funds holding JPEF

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Southland Equity Partners's JPEF Position: Q3 2026 in Review

Southland Equity Partners increased its JPMorgan Equity Focus ETF (JPEF) stake by 0.65% in Q3 2026, buying an estimated $8.1K and bringing the position to 15,520 shares worth $1.26M. The position accounts for 0.22% of the portfolio, ranked #84.

Southland Equity Partners first reported a position in JPEF in Q1 2025 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.

Southland Equity Partners held 15,520 shares of JPMorgan Equity Focus ETF worth $1.26M as of Q3 2026.
Southland Equity Partners bought 100 JPMorgan Equity Focus ETF shares in Q3 2026, an estimated $8.1K.
JPMorgan Equity Focus ETF made up 0.22% of Southland Equity Partners's portfolio in Q3 2026, its #84 holding.
Southland Equity Partners first reported a position in JPMorgan Equity Focus ETF in Q1 2025 and has held it in 7 quarters since.
13 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.