United Capital Financial Advisors
JPEF icon

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
Q2 		$814K Hold
10,134
– – ﹤0.01% 884
2026
Q1 		$728K Hold
10,134
– – ﹤0.01% 897
2025
Q4 		$756K Buy
+10,134
New +$757K ﹤0.01% 826

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United Capital Financial Advisors's JPEF Position: Q2 2026 in Review

United Capital Financial Advisors held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 10,134 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

United Capital Financial Advisors first reported a position in JPEF in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • United Capital Financial Advisors held 10,134 shares of JPMorgan Equity Focus ETF worth $814K as of Q2 2026.
  • United Capital Financial Advisors left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #884 holding.
  • United Capital Financial Advisors first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.