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StoneX Group’s JPMorgan Equity Focus ETF JPEF Stock Holding History

StoneX Group’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 		$217K Buy
+2,699
New +$212K 0.01% 1053
2026
Q1 		– Sell
-3,302
Closed -$247K – 1097
2025
Q4 		$247K Buy
+3,302
New +$247K 0.01% 784

Other funds holding JPEF

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

StoneX Group's JPEF Position: Q2 2026 in Review

StoneX Group opened a new position in JPMorgan Equity Focus ETF (JPEF) in Q2 2026: 2,699 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #1053 among its holdings. This is a return to the name: StoneX Group previously reported a position in JPEF as recently as Q4 2025.

StoneX Group first reported a position in JPEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $247K in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • StoneX Group held 2,699 shares of JPMorgan Equity Focus ETF worth $217K as of Q2 2026.
  • JPMorgan Equity Focus ETF was a new StoneX Group position in Q2 2026.
  • JPMorgan Equity Focus ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #1053 holding.
  • StoneX Group first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • StoneX Group's JPMorgan Equity Focus ETF position peaked at $247K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.