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Stratos Wealth Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Stratos Wealth Partners’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 		$25.1M Buy
349,984
+30,733
+10% +$2.29M 0.29% 67
2025
Q4 		$23.8M Buy
319,251
+8,196
+3% +$613K 0.27% 72
2025
Q3 		$23M Sell
311,055
-3,894
-1% -$280K 0.27% 73
2025
Q2 		$22.1M Buy
314,949
+9,633
+3% +$627K 0.3% 67
2025
Q1 		$19.4M Buy
305,316
+8,541
+3% +$572K 0.3% 69
2024
Q4 		$19.9M Buy
+296,775
New +$20.1M 0.28% 69

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 $4.02B AUM 20% 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 $79.5B AUM 27.1% 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

Stratos Wealth Partners's JPEF Position: Q1 2026 in Review

Stratos Wealth Partners increased its JPMorgan Equity Focus ETF (JPEF) stake by 9.6% in Q1 2026, buying an estimated $2.29M and bringing the position to 349,984 shares worth $25.1M. The position accounts for 0.29% of the portfolio, ranked #67.

Stratos Wealth Partners first reported a position in JPEF in Q4 2024 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • Stratos Wealth Partners held 349,984 shares of JPMorgan Equity Focus ETF worth $25.1M as of Q1 2026.
  • Stratos Wealth Partners bought 30,733 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $2.29M.
  • JPMorgan Equity Focus ETF made up 0.29% of Stratos Wealth Partners's portfolio in Q1 2026, its #67 holding.
  • Stratos Wealth Partners first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.