JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

$58.15
+0.66 (+1.15%)
(As of 05/3/2024 08:52 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$89.26M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.46M
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JPEF Institutional Buying and Selling by Quarter

JPMorgan Equity Focus ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Janney Montgomery Scott LLC46,663$2.79M0.0%N/A0.476%
4/29/2024Commonwealth Equity Services LLC38,595$2.31M0.0%-6.8%0.393%
4/26/2024 SFG Wealth Management LLC.62,662$3.75M2.2%-8.2%0.649%
4/23/2024 Raymond James Financial Services Advisors Inc.475,290$28.41M0.0%N/A4.946%
4/22/2024 Raymond James & Associates80,391$4.81M0.0%N/A0.837%
4/18/2024 Capital Advisors Ltd. LLC938$56K0.0%N/A0.010%
4/18/2024 Synergy Asset Management LLC5,603$335K0.1%N/A0.059%
4/18/2024 Fifth Third Securities Inc.79,748$4.77M0.5%+3.5%0.841%
3/8/2024ICA Group Wealth Management LLC2,360$125K0.0%N/A0.030%
2/13/2024Tower Research Capital LLC TRC890$47K0.0%-92.2%0.011%
2/8/2024Level Four Advisory Services LLC36,124$1.90M0.1%N/A0.457%
2/7/2024American Planning Services Inc.194,789$10.27M7.9%-3.8%2.463%
2/6/2024 Private Advisor Group LLC5,404$285K0.0%N/A0.068%
2/5/2024Cozad Asset Management Inc.56,870$3.00M0.3%+9.4%0.719%
1/31/2024Beaumont Financial Advisors LLC398,248$21.00M1.9%N/A5.165%
1/25/2024 International Assets Investment Management LLC16,750$883K0.0%N/A0.227%
1/24/2024 International Assets Investment Management LLC16,750$883K0.0%N/A0.227%
1/19/2024 SFG Wealth Management LLC.68,283$3.60M2.4%N/A0.928%
11/14/2023Tower Research Capital LLC TRC11,429$542K0.0%N/A0.228%
11/13/2023LPL Financial LLC192,776$9.15M0.0%N/A3.848%
11/7/2023American Planning Services Inc.202,380$9.61M6.4%N/A4.040%
11/2/2023Cozad Asset Management Inc.51,960$2.47M0.3%N/A1.037%
10/23/2023Commonwealth Equity Services LLC42,338$2.01M0.0%N/A0.914%
(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, 17 institutional investors and hedge funds held shares of JPMorgan Equity Focus ETF. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($28.41M), Beaumont Financial Advisors LLC ($21.00M), American Planning Services Inc. ($10.27M), LPL Financial LLC ($9.15M), Raymond James & Associates ($4.81M), Fifth Third Securities Inc. ($4.77M), and SFG Wealth Management LLC. ($3.75M).Learn more on JPEF's institutional investors.

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

Of the 17 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 Services Advisors Inc. ($475.29K), Beaumont Financial Advisors LLC ($398.25K), American Planning Services Inc. ($202.38K), LPL Financial LLC ($192.78K), Raymond James & Associates ($80.39K), SFG Wealth Management LLC. ($68.28K), and Cozad Asset Management Inc. ($56.87K).

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

Institutional investors have bought a total of 1,661,281 shares in the last 24 months. This purchase volume represents approximately $89.26M in transactions.

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

The following institutional investors have sold JPMorgan Equity Focus ETF stock in the last 24 months: Tower Research Capital LLC TRC ($10.54K), American Planning Services Inc. ($7.59K), SFG Wealth Management LLC. ($5.62K), and Commonwealth Equity Services LLC ($2.81K).

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

Institutional investors have sold a total of 26,563 shares in the last 24 months. This volume of shares sold represents approximately $1.46M in transactions.


This page (NASDAQ:JPEF) was last updated on 5/6/2024 by MarketBeat.com Staff

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