Truist Financial’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Truist Financial’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	-32,644	Closed	-$2.44M	–	2864
2025 Q4	$2.44M	Sell	32,644 -13,447	-29%	-$1M	﹤0.01%	1180
2025 Q3	$3.41M	Sell	46,091 -15,830	-26%	-$1.14M	﹤0.01%	1071
2025 Q2	$4.34M	Sell	61,921 -2,568	-4%	-$167K	0.01%	916
2025 Q1	$4.11M	Sell	64,489 -1,135	-2%	-$76K	0.01%	909
2024 Q4	$4.4M	Buy	65,624 +20,924	+47%	+$1.42M	0.01%	886
2024 Q3	$2.93M	Buy	+44,700	New	+$2.83M	﹤0.01%	1067

Other funds holding JPEF

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

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Truist Financial's JPEF Position: Q1 2026 in Review

Truist Financial sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 32,644 shares — an estimated $2.44M sold.

Truist Financial first reported a position in JPEF in Q3 2024 and held it in 6 quarters. The position peaked at $4.4M in Q4 2024. 125 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Truist Financial reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
Truist Financial sold 32,644 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $2.44M.
Truist Financial first reported a position in JPMorgan Equity Focus ETF in Q3 2024 and held it in 6 quarters.
Truist Financial's JPMorgan Equity Focus ETF position peaked at $4.4M in Q4 2024.
125 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.