US Bancorp’s JPMorgan Equity Focus ETF JPEF Stock Holding History

US Bancorp’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	-804	Closed	-$60.1K	–	4256
2025 Q4	$60.1K	Buy	804 +5	+0.6%	+$374	﹤0.01%	2618
2025 Q3	$59.2K	Hold	799	–	–	﹤0.01%	2600
2025 Q2	$56K	Hold	799	–	–	﹤0.01%	2725
2025 Q1	$50.8K	Hold	799	–	–	﹤0.01%	2735
2024 Q4	$53.6K	Buy	799 +6	+0.8%	+$406	﹤0.01%	2707
2024 Q3	$52K	Hold	793	–	–	﹤0.01%	2719
2024 Q2	$49.5K	Hold	793	–	–	﹤0.01%	2682
2024 Q1	$47.4K	Hold	793	–	–	﹤0.01%	2731
2023 Q4	$41.8K	Buy	793 +3	+0.4%	+$148	﹤0.01%	2761
2023 Q3	$37.5K	Buy	+790	New	+$38.5K	﹤0.01%	2582

Other funds holding JPEF

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 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

US Bancorp's JPEF Position: Q1 2026 in Review

US Bancorp sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2026, closing a stake of 804 shares — an estimated $60.1K sold.

US Bancorp first reported a position in JPEF in Q3 2023 and held it in 10 quarters. The position peaked at $60.1K in Q4 2025. 125 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

US Bancorp reported no remaining JPMorgan Equity Focus ETF position as of Q1 2026 after selling out during the quarter.
US Bancorp sold 804 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $60.1K.
US Bancorp first reported a position in JPMorgan Equity Focus ETF in Q3 2023 and held it in 10 quarters.
US Bancorp's JPMorgan Equity Focus ETF position peaked at $60.1K in Q4 2025.
125 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on US Bancorp's 13F filing for Q1 2026, filed 15 May 2026.