Steward Partners Investment Advisory’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Steward Partners Investment Advisory’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	$752K	Sell	10,474 -20,145	-66%	-$1.5M	﹤0.01%	1313
2025 Q4	$2.29M	Buy	30,619 +2,880	+10%	+$215K	0.01%	746
2025 Q3	$2.06M	Buy	27,739 +11,975	+76%	+$862K	0.01%	766
2025 Q2	$1.11M	Buy	15,764 +11,683	+286%	+$761K	0.01%	949
2025 Q1	$260K	Buy	4,081 +2,227	+120%	+$149K	﹤0.01%	1520
2024 Q4	$124K	Buy	1,854 +139	+8%	+$9.41K	﹤0.01%	1871
2024 Q3	$112K	Buy	1,715 +276	+19%	+$17.4K	﹤0.01%	1818
2024 Q2	$89.7K	Buy	+1,439	New	+$85.8K	﹤0.01%	1831

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

Steward Partners Investment Advisory's JPEF Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its JPMorgan Equity Focus ETF (JPEF) stake by 66% in Q1 2026, selling an estimated $1.5M and leaving 10,474 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Steward Partners Investment Advisory first reported a position in JPEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.29M in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Steward Partners Investment Advisory held 10,474 shares of JPMorgan Equity Focus ETF worth $752K as of Q1 2026.
Steward Partners Investment Advisory sold 20,145 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $1.5M.
JPMorgan Equity Focus ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1313 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and has held it in 8 quarters since.
Steward Partners Investment Advisory's JPMorgan Equity Focus ETF position peaked at $2.29M in Q4 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.