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Willow Financial’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Willow Financial’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
Q1 		$815K Sell
11,354
-1,598
-12% -$119K 0.83% 20
2025
Q4 		$967K Buy
+12,952
New +$968K 0.98% 21

Other funds holding JPEF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Willow Financial's JPEF Position: Q1 2026 in Review

Willow Financial reduced its JPMorgan Equity Focus ETF (JPEF) stake by 12% in Q1 2026, selling an estimated $119K and leaving 11,354 shares worth $815K. The position accounts for 0.83% of the portfolio, ranked #20.

Willow Financial first reported a position in JPEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $967K in Q4 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

  • Willow Financial held 11,354 shares of JPMorgan Equity Focus ETF worth $815K as of Q1 2026.
  • Willow Financial sold 1,598 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $119K.
  • JPMorgan Equity Focus ETF made up 0.83% of Willow Financial's portfolio in Q1 2026, its #20 holding.
  • Willow Financial first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • Willow Financial's JPMorgan Equity Focus ETF position peaked at $967K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.