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 Q2	$28.9M	Buy	360,268 +10,284	+3%	+$806K	0.29%	64
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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Stratos Wealth Partners's JPEF Position: Q2 2026 in Review

Stratos Wealth Partners increased its JPMorgan Equity Focus ETF (JPEF) stake by 2.9% in Q2 2026, buying an estimated $806K and bringing the position to 360,268 shares worth $28.9M. The position accounts for 0.29% of the portfolio, ranked #64.

Stratos Wealth Partners first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Stratos Wealth Partners held 360,268 shares of JPMorgan Equity Focus ETF worth $28.9M as of Q2 2026.
Stratos Wealth Partners bought 10,284 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $806K.
JPMorgan Equity Focus ETF made up 0.29% of Stratos Wealth Partners's portfolio in Q2 2026, its #64 holding.
Stratos Wealth Partners first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.