USAdvisors Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

USAdvisors Wealth Management’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 Q3	$499K	Buy	+6,149	New	+$498K	0.14%	90

Other funds holding JPEF

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Cozad Asset Management Champaign, Illinois $1.49B AUM 35.44% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

USAdvisors Wealth Management's JPEF Position: Q3 2026 in Review

USAdvisors Wealth Management opened a new position in JPMorgan Equity Focus ETF (JPEF) in Q3 2026: 6,149 shares worth $499K. The stake represents 0.14% of the portfolio and ranks #90 among its holdings.

68 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.

USAdvisors Wealth Management held 6,149 shares of JPMorgan Equity Focus ETF worth $499K as of Q3 2026.
JPMorgan Equity Focus ETF was a new USAdvisors Wealth Management position in Q3 2026.
JPMorgan Equity Focus ETF made up 0.14% of USAdvisors Wealth Management's portfolio in Q3 2026, its #90 holding.
68 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.