Wealthcare Advisory Partners’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Wealthcare Advisory Partners’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	$264K	Hold	3,283	–	–	0.01%	927
2026 Q1	$236K	Sell	3,283 -547	-14%	-$40.8K	﹤0.01%	960
2025 Q4	$286K	Sell	3,830 -470	-11%	-$35.1K	0.01%	891
2025 Q3	$319K	Sell	4,300 -20,432	-83%	-$1.47M	0.01%	828
2025 Q2	$1.73M	Buy	24,732 +1,544	+7%	+$101K	0.04%	359
2025 Q1	$1.48M	Buy	23,188 +2,157	+10%	+$144K	0.04%	360
2024 Q4	$1.41M	Buy	+21,031	New	+$1.42M	0.04%	343

Other funds holding JPEF

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return

Wealthcare Advisory Partners's JPEF Position: Q2 2026 in Review

Wealthcare Advisory Partners held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 3,283 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #927.

Wealthcare Advisory Partners first reported a position in JPEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q2 2025. 17 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Wealthcare Advisory Partners held 3,283 shares of JPMorgan Equity Focus ETF worth $264K as of Q2 2026.
Wealthcare Advisory Partners left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
JPMorgan Equity Focus ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #927 holding.
Wealthcare Advisory Partners first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 7 quarters since.
Wealthcare Advisory Partners's JPMorgan Equity Focus ETF position peaked at $1.73M in Q2 2025.
17 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.