UBS Group
JPEF icon

UBS Group’s JPMorgan Equity Focus ETF JPEF Stock Holding History

UBS Group’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
-2,089
Closed -$156K – 10849
2025
Q4 		$156K Sell
2,089
-3,457
-62% -$258K ﹤0.01% 6697
2025
Q3 		$411K Buy
5,546
+4,357
+366% +$314K ﹤0.01% 6233
2025
Q2 		$83.4K Sell
1,189
-269
-18% -$17.5K ﹤0.01% 7386
2025
Q1 		$92.8K Buy
1,458
+126
+9% +$8.43K ﹤0.01% 7097
2024
Q4 		$89.4K Buy
+1,332
New +$90.2K ﹤0.01% 6943
2024
Q1 		– Sell
-32
Closed -$1.69K – 9693
2023
Q4 		$1.69K Hold
32
– – ﹤0.01% 8246
2023
Q3 		$1.52K Buy
+32
New +$1.56K ﹤0.01% 7911

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
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

UBS Group's JPEF Position: Q1 2026 in Review

UBS Group sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 2,089 shares — an estimated $156K sold.

UBS Group first reported a position in JPEF in Q3 2023 and held it in 7 quarters. The position peaked at $411K in Q3 2025. 125 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • UBS Group reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 2,089 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $156K.
  • UBS Group first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and held it in 7 quarters.
  • UBS Group's JPMorgan Equity Focus ETF position peaked at $411K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.