Go Pro
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free JPEF Stock Alerts

JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

JPMorgan Equity Focus ETF logo
$79.24 -0.22 (-0.28%)
As of 07/24/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$342.47M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$134.85M
Get JPEF Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Equity Focus ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JPEF Institutional Buying and Selling by Quarter

JPMorgan Equity Focus ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Leverty Financial Group LLC345,623$27.76M5.4%+1.9%1.399%
7/9/2026 Friday Financial8,322$669K0.2%N/A0.034%
7/9/2026 GoalVest Advisory LLC2,658$214K0.0%-19.4%0.011%
7/7/2026 First Citizens Financial Corp19,053$1.53M0.6%+9.2%0.077%
6/9/2026Contango Wealth Management LLC38,563$2.77M3.2%N/A0.160%
6/1/2026Flagship Wealth Advisors LLC37,321$2.62M1.1%-1.1%0.154%
5/28/2026Cozad Asset Management Inc.139,217$10.00M0.8%-1.1%0.576%
5/22/2026WNY Asset Management LLC3,540$254K0.0%N/A0.015%
5/19/2026Western Wealth Management LLC858$62K0.0%N/A0.004%
5/18/2026Royal Bank of Canada259,526$18.64M0.0%+11.6%1.074%
5/14/2026Modern Wealth Management LLC7,307$527K0.0%-15.8%0.030%
5/13/2026Cetera Investment Advisers1,075,233$77.21M0.1%+94.9%4.450%
5/6/2026 Independent Financial Group LLC3,215$231K0.0%N/A0.013%
5/5/2026D.A. Davidson & CO.46,055$3.31M0.0%-24.9%0.191%
5/5/2026Beaumont Financial Advisors LLC392,979$28.22M1.9%-23.4%1.627%
5/5/2026Avantax Planning Partners Inc.1,787,833$128.38M3.5%N/A7.400%
5/4/2026Northland Securities Inc.3,124$224K0.2%-7.9%0.013%
5/2/2026Strategic Wealth Advisors LLC1,060$76K0.1%N/A0.004%
5/1/2026Castle Wealth Management LLC69,902$5.02M1.6%+1.3%0.288%
5/1/2026Fifth Third Bancorp3,854$277K0.0%+714.8%0.016%
4/30/2026Kestra Advisory Services LLC110,349$7.92M0.0%+10.0%0.458%
4/28/2026Ascentis Independent Advisors761$55K0.0%N/A0.003%
4/27/2026Lodestar Private Asset Management LLC4,563$328K0.0%+4.5%0.019%
4/27/2026Private Advisor Group LLC10,553$758K0.0%+2.7%0.044%
4/23/2026 Mayflower Financial Advisors LLC18,183$1.31M0.1%N/A0.075%
4/23/2026 Investment Planning Advisors Inc.65,573$4.71M1.3%+2.9%0.271%
4/22/2026Janney Montgomery Scott LLC51,549$3.70M0.0%-78.7%0.213%
4/21/2026 Balance Wealth LLC268,448$19.28M6.0%-26.2%1.119%
4/20/2026Kestra Private Wealth Services LLC4,501$323K0.0%-3.3%0.019%
4/18/2026Cora Capital Advisors LLC16,970$1.22M0.4%+14.8%0.071%
4/17/2026 Capital Advisors Ltd. LLC15,027$1.08M0.1%-1.7%0.063%
2/18/2026Raymond James Financial Inc.2,219,880$165.80M0.1%+2.0%10.541%
2/18/2026Integrity Wealth Advisors Inc.8,441$630K0.4%-54.1%0.040%
2/17/2026Cetera Investment Advisers551,670$41.20M0.0%+2.1%2.620%
2/17/2026Equitable Holdings Inc.36,535$2.73M0.0%-4.5%0.173%
2/17/2026Osaic Holdings Inc.519,190$38.78M0.1%-4.3%2.465%
2/17/2026Royal Bank of Canada232,478$17.36M0.0%+7.8%1.104%
2/16/2026MML Investors Services LLC872,986$65.20M0.2%-2.5%4.145%
2/13/2026Kestra Advisory Services LLC100,322$7.49M0.0%+0.7%0.476%
2/13/2026Stifel Financial Corp38,271$2.86M0.0%-2.1%0.182%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
2/13/2026Wells Fargo & Company MN31,659$2.37M0.0%+5,698.4%0.150%
2/12/2026Orion Porfolio Solutions LLC5,431$406K0.0%N/A0.026%
2/12/2026Commonwealth Equity Services LLC530,018$39.59M0.1%-4.1%2.517%
2/12/2026StoneX Group Inc.3,302$247K0.0%N/A0.016%
2/12/2026Steward Partners Investment Advisory LLC30,619$2.29M0.0%+10.4%0.145%
2/11/2026Janney Montgomery Scott LLC241,963$18.07M0.0%-19.1%1.149%
2/11/2026Capital Analysts LLC9,478$708K0.0%+282.3%0.045%
2/11/2026LPL Financial LLC1,203,838$89.91M0.0%+1.9%5.716%
2/11/2026JPMorgan Chase & Co.79,092$5.91M0.0%+11.0%0.376%
2/10/2026Cibc World Market Inc.2,874$215K0.0%N/A0.014%
2/10/2026Root Financial Partners LLC879$66K0.0%+470.8%0.004%
2/10/2026Northwestern Mutual Wealth Management Co.93,254$6.97M0.0%+19.3%0.443%
2/10/2026Carnegie Lake Advisors LLC2,850$213K0.1%-10.4%0.014%
2/10/2026Thoroughbred Financial Services LLC38,689$2.89M0.2%-7.7%0.184%
2/9/2026Kingsview Wealth Management LLC34,199$2.55M0.0%-3.8%0.162%
2/9/2026 Cary Street Partners Financial LLC54,738$4.09M0.1%-17.6%0.260%
2/9/2026Harbour Investments Inc.3,639$272K0.0%-6.0%0.017%
2/9/2026HBK Sorce Advisory LLC2,818$213K0.0%N/A0.013%
2/6/2026Advisory Alpha LLC3,729$279K0.0%+4.4%0.018%
2/6/2026 Ignite Planners LLC22,814$1.73M0.3%-1.5%0.108%
2/6/2026Global Retirement Partners LLC872$65K0.0%-16.6%0.004%
2/6/2026Csenge Advisory Group7,309$546K0.0%-6.3%0.035%
2/5/2026AlphaCore Capital LLC143,956$10.75M0.2%N/A0.684%
2/5/2026Thrivent Financial for Lutherans220,287$16.45M0.0%N/A1.046%
2/5/2026Atlas Private Wealth Advisors5,987$447K0.1%+23.5%0.028%
2/4/2026Moneco Advisors LLC232,019$17.33M1.4%+3.7%1.098%
2/4/2026Empire Life Investments Inc.44,279$3.31M0.2%-36.5%0.210%
2/3/2026 International Assets Investment Management LLC1,797$134K0.0%N/A0.009%
2/3/2026Crestwood Advisors Group LLC83,606$6.24M0.1%+52.1%0.396%
2/3/2026 SFG Wealth Management LLC.36,366$2.72M1.1%-35.0%0.172%
2/2/2026Truist Financial Corp32,644$2.44M0.0%-29.2%0.154%
2/2/2026Mutual Advisors LLC36,126$2.70M0.1%+9.6%0.171%
1/29/2026D.A. Davidson & CO.61,332$4.58M0.0%+2.6%0.290%
1/29/2026Kestra Private Wealth Services LLC4,655$348K0.0%+9.2%0.022%
1/29/2026Concurrent Investment Advisors LLC9,613$718K0.0%+31.4%0.045%
1/28/2026Cora Capital Advisors LLC14,777$1.10M0.4%+44.9%0.070%
1/28/2026Kingswood Wealth Advisors LLC3,216$240K0.0%-25.0%0.015%
1/27/2026 Novem Group181,327$13.54M1.6%-0.5%0.857%
1/27/2026 Godsey & Gibb Inc.773$58K0.0%N/A0.004%
1/27/2026Lodestar Private Asset Management LLC4,366$326K0.0%-3.4%0.021%
1/27/2026 5T Wealth LLC13,415$1.00M0.4%+38.3%0.063%
1/26/2026Prosperity Financial Group Inc.12,865$961K0.3%-3.9%0.060%
1/23/2026 Farther Finance Advisors LLC26,553$1.98M0.0%+12.6%0.124%
1/23/2026Northland Securities Inc.3,392$253K0.2%N/A0.016%
1/23/2026 Fifth Third Securities Inc.43,639$3.26M0.2%-19.9%0.204%
1/22/2026Castle Wealth Management LLC69,038$5.16M1.7%-5.1%0.323%
1/21/2026 Balance Wealth LLC363,655$27.16M8.7%+5.7%1.701%
1/21/2026 MBL Wealth LLC75,575$5.64M0.5%+3.0%0.353%
1/21/2026 Capital Advisors Ltd. LLC15,294$1.14M0.1%-6.1%0.072%
1/21/2026 Capital Advisors Wealth Management LLC10,928$816K0.1%+4.0%0.051%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
1/20/2026Stratos Wealth Partners LTD.319,251$23.84M0.3%+2.6%1.504%
1/20/2026 Investment Planning Advisors Inc.63,724$4.76M1.4%+3.9%0.300%
1/16/2026Beaumont Financial Advisors LLC513,115$38.32M2.5%-1.3%2.406%
1/14/2026 Southland Equity Partners LLC14,555$1.09M0.2%+33.2%0.068%
1/14/2026 Wealthcare Advisory Partners LLC3,830$286K0.0%-10.9%0.018%
1/13/2026Parsons Capital Management Inc. RI4,469$334K0.0%+6.5%0.021%
1/12/2026 DAVENPORT & Co LLC88,240$6.59M0.0%+8.3%0.409%
1/9/2026 Leverty Financial Group LLC322,105$24.06M5.8%+0.3%1.491%
1/8/2026 Wealth Enhancement Advisory Services LLC4,197$316K0.0%-41.4%0.019%
1/6/2026 First Citizens Financial Corp17,443$1.30M0.6%+10.7%0.081%


JPEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 131 institutional investors and hedge funds held shares of JPMorgan Equity Focus ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($165.80M), Avantax Planning Partners Inc. ($128.38M), LPL Financial LLC ($89.91M), Cetera Investment Advisers ($77.21M), MML Investors Services LLC ($65.20M), Commonwealth Equity Services LLC ($39.59M), and Osaic Holdings Inc. ($38.78M).Learn more on JPMorgan Equity Focus ETF's institutional investors.

Of the 125 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. ($2.22M), Avantax Planning Partners Inc. ($1.79M), Cetera Investment Advisers ($778.81K), Thrivent Financial for Lutherans ($767.50K), Beaumont Financial Advisors LLC ($543.70K), Balance Wealth LLC ($363.66K), and Leverty Financial Group LLC ($328.51K).

Institutional investors have bought a total of 4,745,481 shares in the last 24 months. This purchase volume represents approximately $342.47M in transactions.

Of the 54 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: Investment Planning Advisors Inc. ($420.72K), Beaumont Financial Advisors LLC ($306.38K), Envestnet Asset Management Inc. ($263.16K), Janney Montgomery Scott LLC ($247.59K), Balance Wealth LLC ($95.21K), Vienna Asset Management LLC ($56.73K), and Level Four Advisory Services LLC ($54.13K).

Institutional investors have sold a total of 1,842,123 shares in the last 24 months. This volume of shares sold represents approximately $134.85M in transactions.


Related Companies

This page (NASDAQ:JPEF) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel