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Strategic Wealth Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Strategic Wealth Advisors’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 		– Sell
-1,060
Closed -$76K – 264
2026
Q1 		$76K Buy
+1,060
New +$79K 0.06% 80

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

Strategic Wealth Advisors's JPEF Position: Q2 2026 in Review

Strategic Wealth Advisors sold out of JPMorgan Equity Focus ETF (JPEF) in Q2 2026, closing a stake of 1,060 shares — an estimated $76K sold.

Strategic Wealth Advisors first reported a position in JPEF in Q1 2026 and held it in 1 quarter. The position peaked at $76K in Q1 2026. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Strategic Wealth Advisors reported no remaining JPMorgan Equity Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Advisors sold 1,060 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $76K.
  • Strategic Wealth Advisors first reported a position in JPMorgan Equity Focus ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Wealth Advisors's JPMorgan Equity Focus ETF position peaked at $76K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.