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 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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return