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JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

JPMorgan Equity Focus ETF logo
$66.06 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$428.00M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$15.06M
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JPEF Institutional Buying and Selling by Quarter

JPMorgan Equity Focus ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025MBL Wealth LLC39,000$2.48M0.3%+40.2%0.185%
5/19/2025 Jane Street Group LLC29,498$1.88M0.0%-3.3%0.140%
5/16/2025 Goldman Sachs Group Inc.5,108$325K0.0%N/A0.024%
5/15/2025 Royal Bank of Canada169,423$10.79M0.0%+63.1%0.804%
5/14/2025 Northwestern Mutual Wealth Management Co.82,903$5.28M0.0%+13.9%0.394%
5/14/2025 Kestra Advisory Services LLC73,301$4.67M0.0%+172.7%0.348%
5/14/2025 Level Four Advisory Services LLC171,945$10.95M0.5%+5.9%0.816%
5/13/2025 Tyler Stone Wealth Management29,982$1.91M0.3%+164.7%0.142%
5/13/2025 Raymond James Financial Inc.1,783,361$113.53M0.0%+100.6%8.468%
5/12/2025 Flagship Wealth Advisors LLC37,519$2.39M1.0%N/A0.178%
5/9/2025 Cary Street Partners Financial LLC48,642$3.10M0.1%-4.3%0.231%
5/9/2025 Thoroughbred Financial Services LLC50,289$3.20M0.2%+69.2%0.239%
5/9/2025 Empire Life Investments Inc.121,530$7.74M0.5%-0.7%0.577%
5/9/2025 Commonwealth Equity Services LLC487,379$31.03M0.0%+17.9%2.314%
5/8/2025 SPC Financial Inc.120,144$7.65M0.7%+4.8%0.570%
5/8/2025 MONECO Advisors LLC207,484$13.21M1.4%+42.3%0.985%
5/8/2025 Harbour Investments Inc.4,627$295K0.0%-31.6%0.022%
5/8/2025 Cozad Asset Management Inc.136,202$8.67M0.9%+1.5%0.647%
5/7/2025 LPL Financial LLC741,474$47.20M0.0%+8.3%3.521%
5/6/2025 Cetera Investment Advisers272,186$17.33M0.0%+35.1%1.292%
5/6/2025 Avantax Advisory Services Inc.224,649$14.30M0.1%N/A1.067%
5/6/2025 Ignite Planners LLC24,636$1.57M0.3%N/A0.117%
5/5/2025 Crestwood Advisors Group LLC38,954$2.48M0.0%+93.3%0.185%
5/5/2025 Hazlett Burt & Watson Inc.722$46K0.0%N/A0.003%
5/5/2025 WNY Asset Management LLC6,183$394K0.0%+78.1%0.029%
5/5/2025 IFP Advisors Inc88,142$5.61M0.2%+7.6%0.419%
5/5/2025 Carnegie Lake Advisors LLC3,775$240K0.1%+26.3%0.018%
5/5/2025 Csenge Advisory Group8,620$519K0.0%+12.5%0.041%
5/5/2025 Private Advisor Group LLC8,813$561K0.0%+2.0%0.042%
5/2/2025 Kingsview Wealth Management LLC51,042$3.25M0.1%+37.2%0.242%
5/1/2025 CWM LLC3,915$249K0.0%N/A0.019%
5/1/2025 Fifth Third Securities Inc.87,044$5.54M0.5%-2.5%0.419%
4/30/2025 Stratos Wealth Partners LTD.305,316$19.44M0.3%+2.9%1.469%
4/30/2025 Brown Advisory Inc.7,349$468K0.0%N/A0.035%
4/29/2025 Envestnet Asset Management Inc.378,178$24.08M0.0%+78.9%1.820%
4/29/2025 Concurrent Investment Advisors LLC4,965$316K0.0%+64.2%0.024%
4/29/2025 OneDigital Investment Advisors LLC7,699$490K0.0%-13.4%0.037%
4/28/2025 Castle Wealth Management LLC71,834$4.57M1.8%+6.5%0.346%
4/28/2025 D.A. Davidson & CO.51,796$3.30M0.0%+63.3%0.249%
4/28/2025 Novem Group180,300$11.48M1.6%+39.5%0.868%
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4/28/2025 DAVENPORT & Co LLC72,067$4.59M0.0%+408.2%0.347%
4/25/2025 Lodestar Private Asset Management LLC7,976$508K0.1%-11.9%0.039%
4/25/2025 Capital Advisors Wealth Management LLC8,690$553K0.1%+18.9%0.042%
4/24/2025 3Chopt Investment Partners LLC845$54K0.0%N/A0.004%
4/23/2025 SFG Wealth Management LLC.64,952$4.14M2.0%-14.3%0.316%
4/23/2025 Balance Wealth LLC160,467$10.22M6.6%N/A0.780%
4/23/2025 BridgePort Financial Solutions LLC25,230$1.61M0.7%+57.8%0.123%
4/23/2025 Investment Planning Advisors Inc.445,768$28.38M11.5%+67.7%2.166%
4/23/2025 Continuum Advisory LLC874$56K0.0%N/A0.004%
4/22/2025 Cambridge Investment Research Advisors Inc.41,418$2.64M0.0%+59.5%0.201%
4/21/2025 Kingswood Wealth Advisors LLC6,607$421K0.0%N/A0.032%
4/17/2025 Janney Montgomery Scott LLC219,773$13.99M0.0%+40.2%1.068%
4/17/2025 Good Life Advisors LLC47,679$3.04M0.2%+155.2%0.232%
4/17/2025 Atlas Private Wealth Advisors4,200$267K0.0%N/A0.020%
4/16/2025 Southland Equity Partners LLC3,387$216K0.1%N/A0.016%
4/16/2025 Wealth Enhancement Advisory Services LLC6,353$404K0.0%+47.2%0.031%
4/15/2025 Capital Advisors Ltd. LLC16,498$1.05M0.1%+17.7%0.081%
4/15/2025 Parsons Capital Management Inc. RI4,173$266K0.0%-27.0%0.021%
4/15/2025 Wealthcare Advisory Partners LLC23,188$1.48M0.0%+10.3%0.114%
4/11/2025 Cora Capital Advisors LLC12,320$784K0.4%+57.3%0.063%
4/3/2025 First Citizens Financial Corp8,110$516K0.3%N/A0.049%
3/17/2025 Wealth Enhancement Advisory Services LLC4,316$290K0.0%N/A0.026%
2/28/2025 BridgePort Financial Solutions LLC15,985$1.06M0.5%N/A0.097%
2/21/2025 WNY Asset Management LLC3,472$233K0.0%-14.6%0.021%
2/18/2025 Novem Group129,246$8.67M1.3%N/A0.780%
2/17/2025 Vienna Asset Management LLC38,960$2.62M1.8%N/A0.235%
2/17/2025 Snowden Capital Advisors LLC5,253$353K0.0%N/A0.032%
2/17/2025 Cetera Investment Advisers201,430$13.52M0.0%+53.0%1.216%
2/17/2025 Citadel Advisors LLC28,315$1.90M0.0%+215.2%0.171%
2/17/2025 Cary Street Partners Financial LLC50,804$3.41M0.1%N/A0.307%
2/14/2025 Jane Street Group LLC30,496$2.05M0.0%-3.5%0.184%
2/14/2025 Comerica Bank1,833$123K0.0%N/A0.011%
2/14/2025 Stifel Financial Corp35,432$2.38M0.0%N/A0.214%
2/14/2025 OneDigital Investment Advisors LLC8,890$597K0.0%+48.4%0.054%
2/14/2025 MML Investors Services LLC341,509$22.92M0.1%+132.3%2.062%
2/13/2025Integrity Wealth Advisors Inc.8,228$552K0.4%N/A0.050%
2/13/2025 Mariner LLC3,437$231K0.0%N/A0.021%
2/13/2025 Envestnet Asset Management Inc.211,396$14.19M0.0%+45.1%1.277%
2/12/2025 Thoroughbred Financial Services LLC29,728$2.00M0.1%+34.0%0.180%
2/12/2025 OLD Mission Capital LLC3,987$268K0.0%-67.0%0.024%
2/12/2025 Level Four Advisory Services LLC162,299$10.89M0.4%+4.7%0.980%
2/12/2025 Blair William & Co. IL500$34K0.0%N/A0.003%
2/12/2025 JPMorgan Chase & Co.42,075$2.82M0.0%-20.8%0.254%
2/12/2025 Tyler Stone Wealth Management11,328$760K0.1%+199.7%0.068%
2/11/2025 Modern Wealth Management LLC3,467$239K0.0%N/A0.021%
2/11/2025 LPL Financial LLC684,680$45.95M0.0%+7.3%4.135%
2/10/2025 Thrivent Financial for Lutherans867,405$58.21M0.1%-11.5%5.238%
2/10/2025 Cozad Asset Management Inc.134,203$9.01M0.8%+44.4%0.810%
2/10/2025 Eldridge Investment Advisors Inc.26,020$1.75M0.4%N/A0.157%
2/10/2025 Harbour Investments Inc.6,767$454K0.0%N/A0.041%
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2/10/2025 Commonwealth Equity Services LLC413,463$27.75M0.0%+18.3%2.497%
2/6/2025 Raymond James Financial Inc.888,922$59.66M0.0%N/A5.368%
2/6/2025 SPC Financial Inc.114,688$7.70M0.7%N/A0.693%
2/6/2025 Jones Financial Companies Lllp122,227$8.20M0.0%+134.7%0.738%
2/5/2025 Private Trust Co. NA2,017$135K0.0%N/A0.012%
2/4/2025 Crestwood Advisors Group LLC20,148$1.35M0.0%+209.2%0.122%
2/4/2025 IFP Advisors Inc81,932$5.50M0.2%+2.9%0.496%
2/4/2025 Capital Advisors Ltd. LLC14,014$940K0.1%+39.9%0.085%
2/4/2025 MONECO Advisors LLC145,785$9.78M1.0%+53.5%0.882%
2/3/2025 Sigma Planning Corp17,615$1.18M0.0%-2.9%0.107%
(Data available from 1/1/2016 forward)

JPEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPEF shares?

During the previous two years, 97 institutional investors and hedge funds held shares of JPMorgan Equity Focus ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($113.53M), Thrivent Financial for Lutherans ($58.21M), LPL Financial LLC ($47.20M), Raymond James Financial Services Advisors Inc. ($33.24M), Beaumont Financial Advisors LLC ($31.34M), Commonwealth Equity Services LLC ($31.03M), and Investment Planning Advisors Inc. ($28.38M).Learn more on JPEF's institutional investors.

Which institutional investors have been buying JPMorgan Equity Focus ETF stock?

Of the 95 institutional investors that purchased JPMorgan Equity Focus ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.78M), Beaumont Financial Advisors LLC ($588.56K), Raymond James Financial Services Advisors Inc. ($532.99K), Investment Planning Advisors Inc. ($445.77K), Commonwealth Equity Services LLC ($319.30K), Stratos Wealth Partners LTD. ($305.32K), and LPL Financial LLC ($296.06K).

How much institutional buying is happening at JPMorgan Equity Focus ETF?

Institutional investors have bought a total of 8,307,547 shares in the last 24 months. This purchase volume represents approximately $521.46M in transactions.

Which JPMorgan Equity Focus ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold JPMorgan Equity Focus ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Thrivent Financial for Lutherans ($112.56K), Envestnet Asset Management Inc. ($40.17K), Jane Street Group LLC ($19.16K), American Planning Services Inc. ($18.89K), Beaumont Financial Advisors LLC ($16.91K), SFG Wealth Management LLC. ($16.42K), and JPMorgan Chase & Co. ($11.04K).

How much institutional selling is happening at JPMorgan Equity Focus ETF?

Institutional investors have sold a total of 273,088 shares in the last 24 months. This volume of shares sold represents approximately $17.53M in transactions.


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This page (NASDAQ:JPEF) was last updated on 5/22/2025 by MarketBeat.com Staff
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