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United Capital Financial Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

United Capital Financial Advisors’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 		$728K Hold
10,134
– – ﹤0.01% 897
2025
Q4 		$756K Buy
+10,134
New +$757K ﹤0.01% 826

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

United Capital Financial Advisors's JPEF Position: Q1 2026 in Review

United Capital Financial Advisors held its JPMorgan Equity Focus ETF (JPEF) position steady in Q1 2026 at 10,134 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

United Capital Financial Advisors first reported a position in JPEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $756K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • United Capital Financial Advisors held 10,134 shares of JPMorgan Equity Focus ETF worth $728K as of Q1 2026.
  • United Capital Financial Advisors left its JPMorgan Equity Focus ETF share count unchanged in Q1 2026.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #897 holding.
  • United Capital Financial Advisors first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's JPMorgan Equity Focus ETF position peaked at $756K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.