Wells Fargo’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Wells Fargo’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	$24M	Buy	298,799 +50,144	+20%	+$3.93M	﹤0.01%	1502
2026 Q1	$17.9M	Buy	248,655 +216,996	+685%	+$16.2M	﹤0.01%	1590
2025 Q4	$2.36M	Buy	31,659 +31,113	+5,698%	+$2.33M	﹤0.01%	3309
2025 Q3	$40.5K	Buy	+546	New	+$39.3K	﹤0.01%	5620

Other funds holding JPEF

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Wells Fargo's JPEF Position: Q2 2026 in Review

Wells Fargo increased its JPMorgan Equity Focus ETF (JPEF) stake by 20% in Q2 2026, buying an estimated $3.93M and bringing the position to 298,799 shares worth $24M. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Wells Fargo first reported a position in JPEF in Q3 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

Wells Fargo held 298,799 shares of JPMorgan Equity Focus ETF worth $24M as of Q2 2026.
Wells Fargo bought 50,144 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $3.93M.
JPMorgan Equity Focus ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1502 holding.
Wells Fargo first reported a position in JPMorgan Equity Focus ETF in Q3 2025 and has held it in 4 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.