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JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

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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)
$426.05M
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
7/10/2025Wealth Enhancement Advisory Services LLC7,344$520K0.0%+15.6%0.033%
6/27/2025Goldman Sachs Group Inc.5,108$325K0.0%N/A0.024%
6/2/2025Integrity Wealth Advisors Inc.10,592$674K0.5%+28.7%0.050%
6/2/2025Modern 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%
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4/29/2025OneDigital Investment Advisors LLC7,699$490K0.0%-13.4%0.037%
4/28/2025Castle Wealth Management LLC71,834$4.57M1.8%+6.5%0.346%
4/28/2025D.A. Davidson & CO.51,796$3.30M0.0%+63.3%0.249%
4/28/2025Novem Group180,300$11.48M1.6%+39.5%0.868%
4/28/2025DAVENPORT & Co LLC72,067$4.59M0.0%+408.2%0.347%
4/25/2025Lodestar Private Asset Management LLC7,976$508K0.1%-11.9%0.039%
4/25/2025Capital Advisors Wealth Management LLC8,690$553K0.1%+18.9%0.042%
4/24/20253Chopt Investment Partners LLC845$54K0.0%N/A0.004%
4/23/2025SFG Wealth Management LLC.64,952$4.14M2.0%-14.3%0.316%
4/23/2025Balance Wealth LLC160,467$10.22M6.6%N/A0.780%
4/23/2025BridgePort Financial Solutions LLC25,230$1.61M0.7%+57.8%0.123%
4/23/2025Investment Planning Advisors Inc.445,768$28.38M11.5%+67.7%2.166%
4/23/2025Continuum Advisory LLC874$56K0.0%N/A0.004%
4/22/2025Cambridge Investment Research Advisors Inc.41,418$2.64M0.0%+59.5%0.201%
4/21/2025Kingswood Wealth Advisors LLC6,607$421K0.0%N/A0.032%
4/17/2025Janney Montgomery Scott LLC219,773$13.99M0.0%+40.2%1.068%
4/17/2025Good Life Advisors LLC47,679$3.04M0.2%+155.2%0.232%
4/17/2025Atlas Private Wealth Advisors4,200$267K0.0%N/A0.020%
4/16/2025Southland Equity Partners LLC3,387$216K0.1%N/A0.016%
4/16/2025Wealth Enhancement Advisory Services LLC6,353$404K0.0%+47.2%0.031%
4/15/2025Capital Advisors Ltd. LLC16,498$1.05M0.1%+17.7%0.081%
4/15/2025Parsons Capital Management Inc. RI4,173$266K0.0%-27.0%0.021%
4/15/2025Wealthcare Advisory Partners LLC23,188$1.48M0.0%+10.3%0.114%
4/11/2025Cora Capital Advisors LLC12,320$784K0.4%+57.3%0.063%
4/3/2025 First Citizens Financial Corp8,110$516K0.3%N/A0.049%
3/17/2025Wealth Enhancement Advisory Services LLC4,316$290K0.0%N/A0.026%
2/28/2025BridgePort Financial Solutions LLC15,985$1.06M0.5%N/A0.097%
2/21/2025WNY Asset Management LLC3,472$233K0.0%-14.6%0.021%
2/18/2025Novem 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%
2/14/2025Stifel Financial Corp35,432$2.38M0.0%N/A0.214%
2/14/2025OneDigital 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%
2/13/2025Envestnet 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%
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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%
2/5/2025Private Trust Co. NA2,017$135K0.0%N/A0.012%
2/4/2025Crestwood Advisors Group LLC20,148$1.35M0.0%+209.2%0.122%
(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 JPMorgan Equity Focus ETF's institutional investors.

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

Of the 95 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. ($1.78M), 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 6,542,483 shares in the last 24 months. This purchase volume represents approximately $426.05M in transactions.

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

Of the 19 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. ($40.17K), Jane Street Group LLC ($19.16K), American Planning Services Inc. ($11.30K), JPMorgan Chase & Co. ($11.04K), SFG Wealth Management LLC. ($10.80K), and OLD Mission Capital LLC ($8.10K).

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

Institutional investors have sold a total of 229,615 shares in the last 24 months. This volume of shares sold represents approximately $15.06M in transactions.


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This page (NASDAQ:JPEF) was last updated on 7/10/2025 by MarketBeat.com Staff
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