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

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

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.