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JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

JPMorgan Equity Focus ETF logo
$63.08 +0.01 (+0.02%)
As of 04/30/2025 04:00 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)
83
Total
Institutional Inflows
(last 12 months)
$327.58M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$15.53M
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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
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%
4/29/2025 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%
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%
2/21/2025WNY Asset Management LLC3,472$233K0.0%-14.6%0.021%
2/18/2025 Novem Group129,246$8.67M1.3%N/A0.780%
2/17/2025Vienna Asset Management LLC38,960$2.62M1.8%N/A0.235%
2/17/2025Snowden Capital Advisors LLC5,253$353K0.0%N/A0.032%
2/17/2025Cetera Investment Advisers201,430$13.52M0.0%+53.0%1.216%
2/17/2025Citadel Advisors LLC28,315$1.90M0.0%+215.2%0.171%
2/17/2025Cary Street Partners Financial LLC50,804$3.41M0.1%N/A0.307%
2/14/2025Jane Street Group LLC30,496$2.05M0.0%-3.5%0.184%
2/14/2025Comerica Bank1,833$123K0.0%N/A0.011%
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2/14/2025Stifel Financial Corp35,432$2.38M0.0%N/A0.214%
2/14/2025 OneDigital Investment Advisors LLC8,890$597K0.0%+48.4%0.054%
2/14/2025MML Investors Services LLC341,509$22.92M0.1%+132.3%2.062%
2/13/2025Integrity Wealth Advisors Inc.8,228$552K0.4%N/A0.050%
2/13/2025Mariner LLC3,437$231K0.0%N/A0.021%
2/13/2025 Envestnet Asset Management Inc.211,396$14.19M0.0%+45.1%1.277%
2/12/2025Thoroughbred Financial Services LLC29,728$2.00M0.1%+34.0%0.180%
2/12/2025OLD Mission Capital LLC3,987$268K0.0%-67.0%0.024%
2/12/2025Level Four Advisory Services LLC162,299$10.89M0.4%+4.7%0.980%
2/12/2025Blair William & Co. IL500$34K0.0%N/A0.003%
2/12/2025JPMorgan Chase & Co.42,075$2.82M0.0%-20.8%0.254%
2/12/2025Tyler Stone Wealth Management11,328$760K0.1%+199.7%0.068%
2/11/2025Modern Wealth Management LLC3,467$239K0.0%N/A0.021%
2/11/2025LPL Financial LLC684,680$45.95M0.0%+7.3%4.135%
2/10/2025Thrivent Financial for Lutherans867,405$58.21M0.1%-11.5%5.238%
2/10/2025Cozad Asset Management Inc.134,203$9.01M0.8%+44.4%0.810%
2/10/2025Eldridge Investment Advisors Inc.26,020$1.75M0.4%N/A0.157%
2/10/2025Harbour Investments Inc.6,767$454K0.0%N/A0.041%
2/10/2025Commonwealth Equity Services LLC413,463$27.75M0.0%+18.3%2.497%
2/6/2025Raymond James Financial Inc.888,922$59.66M0.0%N/A5.368%
2/6/2025SPC Financial Inc.114,688$7.70M0.7%N/A0.693%
2/6/2025Jones Financial Companies Lllp122,227$8.20M0.0%+134.7%0.738%
2/5/2025 Private Trust Co. NA2,017$135K0.0%N/A0.012%
2/4/2025Crestwood Advisors Group LLC20,148$1.35M0.0%+209.2%0.122%
2/4/2025IFP Advisors Inc81,932$5.50M0.2%+2.9%0.496%
2/4/2025 Capital Advisors Ltd. LLC14,014$940K0.1%+39.9%0.085%
2/4/2025MONECO Advisors LLC145,785$9.78M1.0%+53.5%0.882%
2/3/2025Sigma Planning Corp17,615$1.18M0.0%-2.9%0.107%
2/3/2025 Concurrent Investment Advisors LLC3,024$203K0.0%N/A0.018%
2/3/2025Private Advisor Group LLC8,642$580K0.0%+1.9%0.052%
2/3/2025 Good Life Advisors LLC18,686$1.25M0.1%+2.2%0.113%
1/31/2025 D.A. Davidson & CO.31,716$2.13M0.0%+5.5%0.192%
1/31/2025 Truist Financial Corp65,624$4.40M0.0%+46.8%0.398%
1/30/2025Csenge Advisory Group7,662$514K0.0%N/A0.046%
1/30/2025Empire Life Investments Inc.122,400$8.21M0.5%N/A0.742%
1/29/2025 Castle Wealth Management LLC67,448$4.53M1.8%-5.1%0.409%
1/29/2025Carnegie Lake Advisors LLC2,990$201K0.1%N/A0.018%
1/28/2025Kingsview Wealth Management LLC37,207$2.50M0.0%N/A0.225%
1/28/2025 Lodestar Private Asset Management LLC9,052$607K0.1%N/A0.055%
1/27/2025Stratos Wealth Partners LTD.296,775$19.92M0.3%N/A1.801%
1/24/2025 DAVENPORT & Co LLC14,182$952K0.0%+239.6%0.086%
1/23/2025 Institute for Wealth Management LLC.3,012$202K0.0%N/A0.019%
1/23/2025Fifth Third Securities Inc.89,274$5.99M0.5%+1.1%0.549%
1/22/2025 Denver Wealth Management Inc.4,883$328K0.1%-7.1%0.030%
1/22/2025 Investment Planning Advisors Inc.265,768$17.84M7.8%+66.1%1.635%
1/22/2025 Parsons Capital Management Inc. RI5,715$384K0.0%+39.4%0.035%
1/22/2025 Tennessee Valley Asset Management Partners3,026$203K0.0%N/A0.019%
1/21/2025 Cora Capital Advisors LLC7,830$525K0.3%N/A0.048%
1/17/2025 Janney Montgomery Scott LLC156,736$10.52M0.0%+56.3%0.966%
1/17/2025 Advisory Alpha LLC3,738$251K0.0%-4.8%0.023%
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1/17/2025Beaumont Financial Advisors LLC466,974$31.34M2.4%+31.3%2.877%
1/16/2025 SFG Wealth Management LLC.75,748$5.08M2.7%+5.5%0.467%
1/15/2025 Wealthcare Advisory Partners LLC21,031$1.41M0.0%N/A0.130%
1/15/2025 Capital Advisors Wealth Management LLC7,306$490K0.1%+18.3%0.045%
12/26/2024JPMorgan Chase & Co.53,117$3.48M0.0%+42.1%0.386%
11/25/2024 World Investment Advisors LLC12,994$852K0.0%+1.7%0.094%
11/15/2024MML Investors Services LLC147,014$9.63M0.0%+9.6%1.068%
11/15/2024Jane Street Group LLC31,605$2.07M0.0%-35.0%0.230%
11/13/2024 D.A. Davidson & CO.30,055$1.97M0.0%+146.1%0.218%
11/12/2024Raymond James Trust N.A.12,144$796K0.0%+52.4%0.088%
(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, 88 institutional investors and hedge funds held shares of JPMorgan Equity Focus ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($59.66M), Thrivent Financial for Lutherans ($58.21M), LPL Financial LLC ($45.95M), Raymond James Financial Services Advisors Inc. ($33.24M), Beaumont Financial Advisors LLC ($31.34M), Investment Planning Advisors Inc. ($28.38M), and Commonwealth Equity Services LLC ($27.75M).Learn more on JPEF's institutional investors.

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

Of the 85 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. ($888.92K), Beaumont Financial Advisors LLC ($588.56K), Raymond James Financial Services Advisors Inc. ($532.99K), Investment Planning Advisors Inc. ($445.77K), Stratos Wealth Partners LTD. ($305.32K), Commonwealth Equity Services LLC ($245.39K), and LPL Financial LLC ($239.27K).

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

Institutional investors have bought a total of 6,620,293 shares in the last 24 months. This purchase volume represents approximately $414.05M in transactions.

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

Of the 18 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), American Planning Services Inc. ($18.89K), Jane Street Group LLC ($18.16K), 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 264,688 shares in the last 24 months. This volume of shares sold represents approximately $16.99M in transactions.


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This page (NASDAQ:JPEF) was last updated on 5/1/2025 by MarketBeat.com Staff
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