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SPC Financial Inc’s JPMorgan Equity Focus ETF JPEF Stock Holding History

SPC Financial Inc’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 		$10.5M Buy
142,141
+14,527
+11% +$1.05M 0.82% 33
2025
Q2 		$8.95M Buy
127,614
+7,470
+6% +$486K 0.75% 34
2025
Q1 		$7.65M Buy
120,144
+5,456
+5% +$365K 0.67% 36
2024
Q4 		$7.7M Buy
+114,688
New +$7.76M 0.67% 36

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BW
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

SPC Financial Inc's JPEF Position: Q3 2025 in Review

SPC Financial Inc increased its JPMorgan Equity Focus ETF (JPEF) stake by 11% in Q3 2025, buying an estimated $1.05M and bringing the position to 142,141 shares worth $10.5M. The position accounts for 0.82% of the portfolio, ranked #33.

SPC Financial Inc first reported a position in JPEF in Q4 2024 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold JPEF as of Q3 2025.

  • SPC Financial Inc held 142,141 shares of JPMorgan Equity Focus ETF worth $10.5M as of Q3 2025.
  • SPC Financial Inc bought 14,527 JPMorgan Equity Focus ETF shares in Q3 2025, an estimated $1.05M.
  • JPMorgan Equity Focus ETF made up 0.82% of SPC Financial Inc's portfolio in Q3 2025, its #33 holding.
  • SPC Financial Inc first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.