Avantax Acquires $128M Stake in JPMorgan Equity Focus ETF in Q1 2026
Avantax Planning Partners acquired a $128.4 million stake in JPMorgan Equity Focus ETF (JPEF) during Q1 2026, representing 3.5% of its AUM. The investment was valued at approximately $133.3 million at the time of purchase. The move places JPEF just outside Avantax's top five holdings.
Topics: AUM changes Avantax Planning Partners ETF investments JPMorgan Equity Focus ETF SEC filings