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

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

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

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

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

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

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

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return