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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
Q1 		– Sell
-3,302
Closed -$247K – 1097
2025
Q4 		$247K Buy
+3,302
New +$247K 0.01% 784

Other funds holding JPEF

Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

StoneX Group's JPEF Position: Q1 2026 in Review

StoneX Group sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 3,302 shares — an estimated $247K sold.

StoneX Group first reported a position in JPEF in Q4 2025 and held it in 1 quarter. The position peaked at $247K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • StoneX Group reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 3,302 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $247K.
  • StoneX Group first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and held it in 1 quarter.
  • StoneX Group's JPMorgan Equity Focus ETF position peaked at $247K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.