Investment Planning Advisors, Inc. JPEF holdings history
JPMORGAN EQUITY FOCUS ETF · CUSIP 46654Q781 · CIK 2024049
As of 2026-06-30, Investment Planning Advisors, Inc. reported 65.99K JPEF (shares), valued at $5.30M, or 1.23% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares increased 0.64%; reported value increased 12.58%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.23% | 65,993 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 1.30% | 65,573 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 1.39% | 63,724 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 1.43% | 61,351 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 11.95% | 482,072 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 11.53% | 445,768 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 7.79% | 265,768 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 5.09% | 160,001 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 5.09% | 160,001 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | 5.09% | 160,001 | $9.98M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 5.09% | 160,001 | $9.98M | Shares unchanged; reported value increased 0.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 7.79% | 265,768 | $17.84M | Shares increased 66.10%; reported value increased 78.76%, and weight changed +2.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 11.53% | 445,768 | $28.38M | Shares increased 67.73%; reported value increased 59.11%, and weight changed +3.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 11.95% | 482,072 | $33.81M | Shares increased 8.14%; reported value increased 19.15%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 1.43% | 61,351 | $4.55M | Shares decreased 87.27%; reported value decreased 86.56%, and weight changed -10.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 1.39% | 63,724 | $4.76M | Shares increased 3.87%; reported value increased 4.71%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 1.30% | 65,573 | $4.71M | Shares increased 2.90%; reported value decreased 1.06%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 1.23% | 65,993 | $5.30M | Shares increased 0.64%; reported value increased 12.58%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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