Tennessee Valley Asset Management Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Tennessee Valley Asset Management 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
2025 Q1	–	Sell	-3,026	Closed	-$203K	–	168
2024 Q4	$203K	Buy	+3,026	New	+$205K	0.03%	152
2024 Q3	–	Sell	-3,224	Closed	-$201K	–	158
2024 Q2	$201K	Buy	+3,224	New	+$192K	0.04%	148

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Tennessee Valley Asset Management Partners's JPEF Position: Q1 2025 in Review

Tennessee Valley Asset Management Partners sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2025, closing a stake of 3,026 shares — an estimated $203K sold.

Tennessee Valley Asset Management Partners first reported a position in JPEF in Q2 2024 and held it in 2 quarters. The position peaked at $203K in Q4 2024. 104 funds tracked by Wall St. Rank hold JPEF as of Q1 2025.

Tennessee Valley Asset Management Partners reported no remaining JPMorgan Equity Focus ETF position as of Q1 2025 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 3,026 JPMorgan Equity Focus ETF shares in Q1 2025, an estimated $203K.
Tennessee Valley Asset Management Partners first reported a position in JPMorgan Equity Focus ETF in Q2 2024 and held it in 2 quarters.
Tennessee Valley Asset Management Partners's JPMorgan Equity Focus ETF position peaked at $203K in Q4 2024.
104 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2025.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2025, filed 18 Apr 2025.