Tower Research Capital (TRC)’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Tower Research Capital (TRC)’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	$427K	Buy	5,314 +4,127	+348%	+$324K	0.01%	1143
2026 Q1	$85.2K	Buy	1,187 +796	+204%	+$59.3K	﹤0.01%	2313
2025 Q4	$29.2K	Sell	391 -6,328	-94%	-$473K	﹤0.01%	2824
2025 Q3	$498K	Buy	+6,719	New	+$484K	0.01%	862
2025 Q2	–	Sell	-2,011	Closed	-$128K	–	5432
2025 Q1	$128K	Buy	+2,011	New	+$135K	﹤0.01%	1637
2024 Q4	–	Sell	-5,598	Closed	-$367K	–	5853
2024 Q3	$367K	Buy	5,598 +1,788	+47%	+$113K	0.01%	1086
2024 Q2	$238K	Buy	+3,810	New	+$227K	﹤0.01%	1932
2024 Q1	–	Sell	-890	Closed	-$46.9K	–	6014
2023 Q4	$46.9K	Sell	890 -10,539	-92%	-$521K	﹤0.01%	3170
2023 Q3	$542K	Buy	+11,429	New	+$556K	0.02%	827

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

Tower Research Capital (TRC)'s JPEF Position: Q2 2026 in Review

Tower Research Capital (TRC) increased its JPMorgan Equity Focus ETF (JPEF) stake by 348% in Q2 2026, buying an estimated $324K and bringing the position to 5,314 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #1143.

Tower Research Capital (TRC) first reported a position in JPEF in Q3 2023 and has held it in 9 quarters since. The position peaked at $542K in Q3 2023. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Tower Research Capital (TRC) held 5,314 shares of JPMorgan Equity Focus ETF worth $427K as of Q2 2026.
Tower Research Capital (TRC) bought 4,127 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $324K.
JPMorgan Equity Focus ETF made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #1143 holding.
Tower Research Capital (TRC) first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and has held it in 9 quarters since.
Tower Research Capital (TRC)'s JPMorgan Equity Focus ETF position peaked at $542K in Q3 2023.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.