Stifel Financial’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Stifel Financial’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	$2.65M	Sell	36,904 -1,367	-4%	-$102K	﹤0.01%	1755
2025 Q4	$2.86M	Sell	38,271 -801	-2%	-$59.9K	﹤0.01%	1688
2025 Q3	$2.89M	Sell	39,072 -211	-0.5%	-$15.2K	﹤0.01%	1635
2025 Q2	$2.76M	Buy	39,283 +2,681	+7%	+$175K	﹤0.01%	1613
2025 Q1	$2.33M	Buy	36,602 +1,170	+3%	+$78.3K	﹤0.01%	1660
2024 Q4	$2.38M	Buy	+35,432	New	+$2.4M	﹤0.01%	1646

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

Stifel Financial's JPEF Position: Q1 2026 in Review

Stifel Financial reduced its JPMorgan Equity Focus ETF (JPEF) stake by 3.6% in Q1 2026, selling an estimated $102K and leaving 36,904 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Stifel Financial first reported a position in JPEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.89M in Q3 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Stifel Financial held 36,904 shares of JPMorgan Equity Focus ETF worth $2.65M as of Q1 2026.
Stifel Financial sold 1,367 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $102K.
JPMorgan Equity Focus ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1755 holding.
Stifel Financial first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 6 quarters since.
Stifel Financial's JPMorgan Equity Focus ETF position peaked at $2.89M in Q3 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.