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JPEFJPEF
Showing 8 of 9 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in JPMORGAN EQUITY FOCUS ETF

Steward Partners Investment Advisory, LLC holds 11,096 shares of JPEF (JPMORGAN EQUITY FOCUS ETF), worth $891,325 as of 2026-Q2. The position was increased (+5.9% shares). JPEF represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$891,325

Current Shares

11,096

Total Value Change

+$778,941

Total Shares Change

+9,381

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11,096
+5.9%
$891,3250.0%$80.33
26
2026-Q1
Decreased
10,474
-65.8%
$752,1190.0%$75.18
0
2025-Q4
Increased
30,619
+10.4%
$2.3M0.0%$75.21
29
2025-Q3
Increased
27,739
+76.0%
$2.1M0.0%$73.56
39
2025-Q2
Increased
15,764
+286.3%
$1.1M0.0%$69.34
41
2025-Q1
Increased
4,081
+120.1%
$259,7960.0%$62.81
37
2024-Q4
Increased
1,854
+8.1%
$124,4220.0%$66.85
24
2024-Q3
Increased
1,715
+19.2%
$112,3840.0%$64.31
26

Other major holders of JPEF: RAYMOND JAMES FINANCIAL INC

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