Thoroughbred Financial Services’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Thoroughbred Financial Services’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	$2.7M	Sell	33,600 -7,422	-18%	-$582K	0.13%	144
2026 Q1	$2.94M	Buy	41,022 +2,333	+6%	+$174K	0.18%	115
2025 Q4	$2.89M	Sell	38,689 -3,236	-8%	-$242K	0.17%	115
2025 Q3	$3.11M	Buy	41,925 +2,206	+6%	+$159K	0.19%	113
2025 Q2	$2.79M	Sell	39,719 -10,570	-21%	-$688K	0.19%	113
2025 Q1	$3.2M	Buy	50,289 +20,561	+69%	+$1.38M	0.2%	101
2024 Q4	$2M	Buy	29,728 +7,540	+34%	+$510K	0.12%	157
2024 Q3	$1.45M	Buy	22,188 +9,979	+82%	+$631K	0.09%	201
2024 Q2	$761K	Buy	12,209 +3,625	+42%	+$216K	0.05%	311
2024 Q1	$513K	Buy	8,584 +4,317	+101%	+$243K	0.05%	283
2023 Q4	$224K	Hold	4,267	–	–	0.02%	543
2023 Q3	$202K	Buy	+4,267	New	+$208K	0.02%	546

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Thoroughbred Financial Services's JPEF Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its JPMorgan Equity Focus ETF (JPEF) stake by 18% in Q2 2026, selling an estimated $582K and leaving 33,600 shares worth $2.7M. The position accounts for 0.13% of the portfolio, ranked #144.

Thoroughbred Financial Services first reported a position in JPEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.2M in Q1 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Thoroughbred Financial Services held 33,600 shares of JPMorgan Equity Focus ETF worth $2.7M as of Q2 2026.
Thoroughbred Financial Services sold 7,422 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $582K.
JPMorgan Equity Focus ETF made up 0.13% of Thoroughbred Financial Services's portfolio in Q2 2026, its #144 holding.
Thoroughbred Financial Services first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and has held it in 12 quarters since.
Thoroughbred Financial Services's JPMorgan Equity Focus ETF position peaked at $3.2M in Q1 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.