WhitTier Trust Company’s JPMorgan Equity Focus ETF JPEF Stock Holding History

WhitTier Trust Company’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	$161	Hold	2	–	–	﹤0.01%	1399
2026 Q1	$145	Buy	+2	New	+$149	﹤0.01%	1391

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

WhitTier Trust Company's JPEF Position: Q2 2026 in Review

WhitTier Trust Company held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 2 shares worth $161. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

WhitTier Trust Company first reported a position in JPEF in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

WhitTier Trust Company held 2 shares of JPMorgan Equity Focus ETF worth $161 as of Q2 2026.
WhitTier Trust Company left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
JPMorgan Equity Focus ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1399 holding.
WhitTier Trust Company first reported a position in JPMorgan Equity Focus ETF in Q1 2026 and has held it in 2 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.