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JPEFJPEF
12 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in JPMORGAN EQUITY FOCUS ETF

OSAIC HOLDINGS, INC. holds 438,377 shares of JPEF (JPMORGAN EQUITY FOCUS ETF), worth $35.2M as of 2026-Q2. The position was decreased (-2.8% shares). JPEF represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$35.2M

Current Shares

438,377

Total Value Change

+$30.8M

Total Shares Change

+344,828

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
438,377
-2.8%
$35.2M0.0%$80.33
0
2026-Q1
Decreased
450,969
-13.1%
$32.4M0.0%$75.18
0
2025-Q4
Decreased
519,190
-4.3%
$38.8M0.1%$75.21
0
2025-Q3
Decreased
542,682
-2.9%
$39.5M0.1%$73.56
0
2025-Q2
Increased
558,669
+29.1%
$39.2M0.1%$69.34
36
2025-Q1
Increased
432,898
+31.1%
$27.6M0.1%$62.81
36
2024-Q4
Increased
330,343
+57.4%
$22.2M0.0%$66.85
41
2024-Q3
Increased
209,843
+63.1%
$13.8M0.0%$64.31
41
2024-Q2
Decreased
128,644
-8.8%
$8M0.0%$61.49
0
2024-Q1
Increased
141,142
+62.6%
$8.4M0.0%$58.94
40
2023-Q4
Decreased
86,786
-7.2%
$4.6M0.0%$51.99
0
2023-Q3
New
93,549
-
$4.4M0.0%$46.62
37

Other major holders of JPEF: RAYMOND JAMES FINANCIAL INC

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