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JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

JPMorgan Equity Focus ETF logo
$73.59 -0.15 (-0.20%)
Closing price 09/12/2025 04:00 PM Eastern
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$73.54 -0.05 (-0.06%)
As of 09/12/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$508.90M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$29.79M
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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
9/4/2025 Osaic Holdings Inc.558,669$39.19M0.1%+29.1%2.483%
8/26/2025 Thrivent Financial for Lutherans322,194$22.60M0.0%N/A1.432%
8/18/2025 Tyler Stone Wealth Management33,602$2.36M0.4%+12.1%0.149%
8/15/2025 Resources Management Corp CT ADV4,357$306K0.0%N/A0.019%
8/15/2025 Equitable Holdings Inc.40,273$2.83M0.0%-8.6%0.179%
8/15/2025 Captrust Financial Advisors4,064$285K0.0%+8.8%0.018%
8/15/2025 Snowden Capital Advisors LLC6,943$487K0.0%-16.8%0.031%
8/15/2025 MML Investors Services LLC1,076,371$75.50M0.2%+7.6%4.784%
8/14/2025 Vienna Asset Management LLC5,222$366K0.3%-91.3%0.023%
8/14/2025 Jane Street Group LLC9,373$657K0.0%-68.2%0.042%
8/14/2025 Raymond James Financial Inc.1,958,565$137.37M0.0%+9.8%8.705%
8/14/2025 Balance Wealth LLC326,863$22.93M13.4%+103.7%1.453%
8/14/2025 Cary Street Partners Financial LLC49,536$3.47M0.1%+1.8%0.220%
8/13/2025 Capital Advisors Wealth Management LLC9,292$652K0.1%+6.9%0.041%
8/13/2025 Level Four Advisory Services LLC169,821$11.91M0.4%-1.2%0.755%
8/13/2025 Northwestern Mutual Wealth Management Co.69,335$4.86M0.0%-16.4%0.308%
8/12/2025 Steward Partners Investment Advisory LLC15,764$1.11M0.0%+286.3%0.070%
8/12/2025 Cozad Asset Management Inc.137,753$9.66M0.8%+1.1%0.612%
8/12/2025 JPMorgan Chase & Co.69,703$4.89M0.0%+33.1%0.310%
8/8/2025 Kingsview Wealth Management LLC57,043$4.00M0.1%+11.8%0.254%
8/8/2025 Avantax Advisory Services Inc.236,329$16.58M0.1%+5.2%1.050%
8/8/2025 Thoroughbred Financial Services LLC39,719$2.79M0.2%-21.0%0.177%
8/8/2025 Cetera Investment Advisers334,092$23.43M0.0%+22.7%1.485%
8/8/2025 Good Life Advisors LLC34,844$2.44M0.2%-26.9%0.155%
8/5/2025 Crestwood Advisors Group LLC44,743$3.14M0.1%+14.9%0.199%
8/5/2025 5T Wealth LLC8,959$628K0.3%N/A0.040%
8/5/2025 Atlas Private Wealth Advisors6,490$455K0.1%+54.5%0.029%
8/1/2025 Advisory Alpha LLC4,553$319K0.0%+21.8%0.020%
8/1/2025 Envestnet Asset Management Inc.291,588$20.45M0.0%-22.9%1.299%
7/30/2025 Castle Wealth Management LLC74,549$5.23M1.9%+3.8%0.332%
7/30/2025 Prosperity Financial Group Inc.11,352$796K0.3%+4.7%0.051%
7/30/2025 D.A. Davidson & CO.71,651$5.03M0.0%+38.3%0.319%
7/29/2025 Stratos Wealth Partners LTD.314,949$22.09M0.3%+3.2%1.404%
7/28/2025 Harbour Investments Inc.4,021$282K0.0%-13.1%0.018%
7/25/2025 SPC Financial Inc.127,614$8.95M0.7%+6.2%0.569%
7/25/2025 CWM LLC3,132$220K0.0%-20.0%0.014%
7/25/2025 Lodestar Private Asset Management LLC4,596$322K0.0%-42.4%0.021%
7/25/2025 Concurrent Investment Advisors LLC7,136$501K0.0%+43.7%0.032%
7/24/2025 3Chopt Investment Partners LLC1,877$132K0.0%+122.1%0.008%
7/24/2025 IFP Advisors Inc70,280$4.93M0.1%-20.3%0.314%
7/24/2025 Capital Advisors Ltd. LLC17,359$1.22M0.2%+5.2%0.077%
7/23/2025 Ignite Planners LLC24,014$1.70M0.3%-2.5%0.107%
7/23/2025 Kingswood Wealth Advisors LLC4,747$333K0.0%-28.2%0.021%
7/22/2025 DAVENPORT & Co LLC76,280$5.35M0.0%+5.8%0.341%
7/22/2025 MBL Wealth LLC70,565$4.95M0.5%+80.9%0.315%
7/22/2025 Wealthcare Advisory Partners LLC24,732$1.74M0.0%+6.7%0.111%
7/22/2025 BridgePort Financial Solutions LLC78,776$5.53M1.8%+212.2%0.352%
7/21/2025 Investment Planning Advisors Inc.482,072$33.81M11.9%+8.1%2.154%
7/18/2025 Truist Financial Corp61,921$4.34M0.0%-4.0%0.277%
7/17/2025 Leverty Financial Group LLC285,994$20.06M6.0%N/A1.278%
7/17/2025 Janney Montgomery Scott LLC253,545$17.78M0.0%+15.4%1.135%
7/17/2025 Fifth Third Securities Inc.71,067$4.99M0.4%-18.4%0.318%
7/16/2025 Novem Group184,183$12.92M1.6%+2.2%0.825%
7/16/2025 Beaumont Financial Advisors LLC699,354$49.05M3.5%+102.1%3.132%
7/16/2025 Morangie Management LLC15,020$1.05M0.9%N/A0.067%
7/15/2025 Cora Capital Advisors LLC6,024$423K0.2%-51.1%0.027%
7/15/2025 Fifth Third Bancorp473$33K0.0%N/A0.002%
7/14/2025 Southland Equity Partners LLC7,187$504K0.1%+112.2%0.032%
7/11/2025 Farther Finance Advisors LLC787$55K0.0%N/A0.004%
7/10/2025 Wealth Enhancement Advisory Services LLC7,344$520K0.0%+15.6%0.033%
6/27/2025 Goldman Sachs Group Inc.5,108$325K0.0%N/A0.024%
6/2/2025 Integrity Wealth Advisors Inc.10,592$674K0.5%+28.7%0.050%
6/2/2025 Modern Wealth Management LLC6,907$440K0.0%+100.5%0.033%
5/21/2025MBL Wealth LLC39,000$2.48M0.3%+40.2%0.185%
5/19/2025Jane Street Group LLC29,498$1.88M0.0%-3.3%0.140%
5/16/2025Goldman Sachs Group Inc.5,108$325K0.0%N/A0.024%
5/15/2025Royal Bank of Canada169,423$10.79M0.0%+63.1%0.804%
5/14/2025Northwestern Mutual Wealth Management Co.82,903$5.28M0.0%+13.9%0.394%
5/14/2025Kestra Advisory Services LLC73,301$4.67M0.0%+172.7%0.348%
5/14/2025Level Four Advisory Services LLC171,945$10.95M0.5%+5.9%0.816%
5/13/2025Tyler Stone Wealth Management29,982$1.91M0.3%+164.7%0.142%
5/13/2025Raymond James Financial Inc.1,783,361$113.53M0.0%+100.6%8.468%
5/12/2025Flagship Wealth Advisors LLC37,519$2.39M1.0%N/A0.178%
5/9/2025Cary Street Partners Financial LLC48,642$3.10M0.1%-4.3%0.231%
5/9/2025Thoroughbred Financial Services LLC50,289$3.20M0.2%+69.2%0.239%
5/9/2025Empire Life Investments Inc.121,530$7.74M0.5%-0.7%0.577%
5/9/2025Commonwealth Equity Services LLC487,379$31.03M0.0%+17.9%2.314%
5/8/2025SPC Financial Inc.120,144$7.65M0.7%+4.8%0.570%
5/8/2025MONECO Advisors LLC207,484$13.21M1.4%+42.3%0.985%
5/8/2025Harbour Investments Inc.4,627$295K0.0%-31.6%0.022%
5/8/2025Cozad Asset Management Inc.136,202$8.67M0.9%+1.5%0.647%
5/7/2025LPL Financial LLC741,474$47.20M0.0%+8.3%3.521%
5/6/2025Cetera Investment Advisers272,186$17.33M0.0%+35.1%1.292%
5/6/2025Avantax Advisory Services Inc.224,649$14.30M0.1%N/A1.067%
5/6/2025Ignite Planners LLC24,636$1.57M0.3%N/A0.117%
5/5/2025Crestwood Advisors Group LLC38,954$2.48M0.0%+93.3%0.185%
5/5/2025Hazlett Burt & Watson Inc.722$46K0.0%N/A0.003%
5/5/2025WNY Asset Management LLC6,183$394K0.0%+78.1%0.029%
5/5/2025IFP Advisors Inc88,142$5.61M0.2%+7.6%0.419%
5/5/2025Carnegie Lake Advisors LLC3,775$240K0.1%+26.3%0.018%
5/5/2025Csenge Advisory Group8,620$519K0.0%+12.5%0.041%
5/5/2025Private Advisor Group LLC8,813$561K0.0%+2.0%0.042%
5/2/2025Kingsview Wealth Management LLC51,042$3.25M0.1%+37.2%0.242%
5/1/2025CWM LLC3,915$249K0.0%N/A0.019%
5/1/2025Fifth Third Securities Inc.87,044$5.54M0.5%-2.5%0.419%
4/30/2025Stratos Wealth Partners LTD.305,316$19.44M0.3%+2.9%1.469%
4/30/2025Brown Advisory Inc.7,349$468K0.0%N/A0.035%
4/29/2025Envestnet Asset Management Inc.378,178$24.08M0.0%+78.9%1.820%
4/29/2025Concurrent Investment Advisors LLC4,965$316K0.0%+64.2%0.024%
4/29/2025OneDigital Investment Advisors LLC7,699$490K0.0%-13.4%0.037%
(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, 107 institutional investors and hedge funds held shares of JPMorgan Equity Focus ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($137.37M), MML Investors Services LLC ($75.50M), Beaumont Financial Advisors LLC ($49.05M), LPL Financial LLC ($47.20M), Osaic Holdings Inc. ($39.19M), Investment Planning Advisors Inc. ($33.81M), and Raymond James Financial Services Advisors Inc. ($33.24M).Learn more on JPMorgan Equity Focus ETF's institutional investors.

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

Of the 104 institutional investors that purchased JPMorgan Equity Focus ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.96M), Beaumont Financial Advisors LLC ($941.95K), Thrivent Financial for Lutherans ($547.22K), Raymond James Financial Services Advisors Inc. ($532.99K), Investment Planning Advisors Inc. ($482.07K), Balance Wealth LLC ($326.86K), and Commonwealth Equity Services LLC ($319.30K).

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

Institutional investors have bought a total of 7,637,554 shares in the last 24 months. This purchase volume represents approximately $508.90M in transactions.

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

Of the 31 institutional investors that sold JPMorgan Equity Focus ETF's 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. ($86.59K), Vienna Asset Management LLC ($54.79K), Jane Street Group LLC ($39.28K), Fifth Third Securities Inc. ($18.21K), IFP Advisors Inc ($17.86K), and Northwestern Mutual Wealth Management Co. ($13.57K).

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

Institutional investors have sold a total of 433,877 shares in the last 24 months. This volume of shares sold represents approximately $29.79M in transactions.


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This page (NASDAQ:JPEF) was last updated on 9/14/2025 by MarketBeat.com Staff
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