World Investment Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

World Investment Advisors’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	$949K	Hold	13,217	–	–	0.02%	719
2026 Q1	$949K	Hold	13,217	–	–	0.02%	728
2025 Q4	$987K	Buy	13,217 +92	+0.7%	+$6.88K	0.02%	687
2025 Q3	$972K	Sell	13,125 -14	-0.1%	-$1.01K	0.02%	575
2025 Q2	$922K	Hold	13,139	–	–	0.02%	541
2025 Q1	$836K	Hold	13,139	–	–	0.02%	556
2024 Q4	$882K	Buy	13,139 +145	+1%	+$9.81K	0.02%	508
2024 Q3	$852K	Buy	12,994 +221	+2%	+$14K	0.03%	464
2024 Q2	$797K	Hold	12,773	–	–	0.05%	318
2024 Q1	$763K	Buy	+12,773	New	+$719K	0.11%	170

Other funds holding JPEF

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

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

World Investment Advisors's JPEF Position: Q2 2026 in Review

World Investment Advisors held its JPMorgan Equity Focus ETF (JPEF) position steady in Q2 2026 at 13,217 shares worth $949K. The position accounts for 0.02% of the portfolio, ranked #719.

World Investment Advisors first reported a position in JPEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $987K in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

World Investment Advisors held 13,217 shares of JPMorgan Equity Focus ETF worth $949K as of Q2 2026.
World Investment Advisors left its JPMorgan Equity Focus ETF share count unchanged in Q2 2026.
JPMorgan Equity Focus ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #719 holding.
World Investment Advisors first reported a position in JPMorgan Equity Focus ETF in Q1 2024 and has held it in 10 quarters since.
World Investment Advisors's JPMorgan Equity Focus ETF position peaked at $987K in Q4 2025.
121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.