Thrivent Financial for Lutherans
JPEF icon

Thrivent Financial for Lutherans’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Thrivent Financial for Lutherans’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 		– Sell
-220,287
Closed -$16.5M – 2619
2025
Q4 		$16.5M Buy
+220,287
New +$16.5M 0.03% 511
2025
Q3 		– Sell
-322,194
Closed -$22.6M – 2511
2025
Q2 		$22.6M Buy
+322,194
New +$21M 0.05% 347
2025
Q1 		– Sell
-867,405
Closed -$58.2M – 2463
2024
Q4 		$58.2M Sell
867,405
-112,564
-11% -$7.62M 0.11% 252
2024
Q3 		$64.2M Buy
979,969
+38,156
+4% +$2.41M 0.12% 232
2024
Q2 		$58.7M Buy
941,813
+186,867
+25% +$11.1M 0.12% 223
2024
Q1 		$45.1M Buy
754,946
+294,112
+64% +$16.6M 0.09% 274
2023
Q4 		$24.3M Buy
+460,834
New +$22.8M 0.05% 392

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 $3.64B AUM 14.73% 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 $71.6B AUM 21.08% 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

Thrivent Financial for Lutherans's JPEF Position: Q1 2026 in Review

Thrivent Financial for Lutherans sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 220,287 shares — an estimated $16.5M sold.

Thrivent Financial for Lutherans first reported a position in JPEF in Q4 2023 and held it in 7 quarters. The position peaked at $64.2M in Q3 2024. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • Thrivent Financial for Lutherans reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 220,287 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $16.5M.
  • Thrivent Financial for Lutherans first reported a position in JPMorgan Equity Focus ETF in Q4 2023 and held it in 7 quarters.
  • Thrivent Financial for Lutherans's JPMorgan Equity Focus ETF position peaked at $64.2M in Q3 2024.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.