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JPEFJPEF
9 quarters

Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in JPMORGAN EQUITY FOCUS ETF

D.A. DAVIDSON & CO. holds 40,647 shares of JPEF (JPMORGAN EQUITY FOCUS ETF), worth $3.3M as of 2026-Q2. The position was decreased (-11.7% shares). JPEF represents 0.0% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$3.3M

Current Shares

40,647

Total Value Change

+$2.5M

Total Shares Change

+28,433

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
40,647
-11.7%
$3.3M0.0%$80.33
0
2026-Q1
Decreased
46,055
-24.9%
$3.3M0.0%$75.18
0
2025-Q4
Increased
61,332
+2.6%
$4.6M0.0%$75.21
28
2025-Q3
Decreased
59,803
-16.5%
$4.4M0.0%$73.56
0
2025-Q2
Increased
71,651
+38.3%
$5M0.0%$69.34
35
2025-Q1
Increased
51,796
+63.3%
$3.3M0.0%$62.81
38
2024-Q4
Increased
31,716
+5.5%
$2.1M0.0%$66.85
27
2024-Q3
Increased
30,055
+146.1%
$2M0.0%$64.31
42
2024-Q2
New
12,214
-
$761,6650.0%$61.49
34

Other major holders of JPEF: RAYMOND JAMES FINANCIAL INC

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