Avantax Boosts Large-Cap Growth with JPEF ETF

Avantax Planning Partners has made a significant investment in the JPMorgan Equity Focus ETF (JPEF), acquiring 1.787 million shares worth $133 million in Q1 2026. By quarter-end, the position was valued at $128 million, representing 3.52% of their total assets under management. This move signals Avantaxs increased large-cap exposure without overhauling their strategy, as JPEF complements their index-heavy portfolio with targeted stock picks in U.S. giants and real estate trusts. JPEF, managing $1.7 billion, offers a low expense ratio and a solid 21.35% return over the past year. Avantaxs investment in JPEF highlights its potential as a smart pick for focused large-cap growth. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/fe622b6185656276