WNY Asset Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

WNY Asset Management’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	$277K	Sell	3,443 -97	-3%	-$7.61K	0.02%	219
2026 Q1	$254K	Buy	+3,540	New	+$264K	0.03%	219
2025 Q3	$335K	Sell	4,520 -1,559	-26%	-$112K	0.03%	183
2025 Q2	$426K	Sell	6,079 -104	-2%	-$6.77K	0.05%	151
2025 Q1	$394K	Buy	6,183 +2,711	+78%	+$181K	0.05%	164
2024 Q4	$233K	Sell	3,472 -592	-15%	-$40.1K	0.03%	198
2024 Q3	$266K	Buy	+4,064	New	+$257K	0.03%	201

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

WNY Asset Management's JPEF Position: Q2 2026 in Review

WNY Asset Management reduced its JPMorgan Equity Focus ETF (JPEF) stake by 2.7% in Q2 2026, selling an estimated $7.61K and leaving 3,443 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #219.

WNY Asset Management first reported a position in JPEF in Q3 2024 and has held it in 7 quarters since. The position peaked at $426K in Q2 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

WNY Asset Management held 3,443 shares of JPMorgan Equity Focus ETF worth $277K as of Q2 2026.
WNY Asset Management sold 97 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $7.61K.
JPMorgan Equity Focus ETF made up 0.02% of WNY Asset Management's portfolio in Q2 2026, its #219 holding.
WNY Asset Management first reported a position in JPMorgan Equity Focus ETF in Q3 2024 and has held it in 7 quarters since.
WNY Asset Management's JPMorgan Equity Focus ETF position peaked at $426K in Q2 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.