Free Trial
→ I was right about SpaceX (From Brownstone Research) (Ad)tc pixel Free JPEF Stock Alerts

JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

JPMorgan Equity Focus ETF logo
$78.37 +0.49 (+0.63%)
As of 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$462.04M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$137.32M
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
5/5/2026Beaumont Financial Advisors LLC392,979$28.22M1.9%-23.4%1.627%
5/5/2026 Avantax Planning Partners Inc.1,787,833$128.38M3.5%N/A7.400%
5/4/2026 Northland Securities Inc.3,124$224K0.2%-7.9%0.013%
5/2/2026 Strategic Wealth Advisors LLC1,060$76K0.1%N/A0.004%
5/1/2026 Castle Wealth Management LLC69,902$5.02M1.6%+1.3%0.288%
5/1/2026 Fifth Third Bancorp3,854$277K0.0%+714.8%0.016%
4/30/2026 Kestra Advisory Services LLC110,349$7.92M0.0%+10.0%0.458%
4/28/2026 Ascentis Independent Advisors761$55K0.0%N/A0.003%
4/27/2026 Lodestar Private Asset Management LLC4,563$328K0.0%+4.5%0.019%
4/27/2026 Private 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%
4/22/2026 Janney 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%
4/20/2026 Kestra Private Wealth Services LLC4,501$323K0.0%-3.3%0.019%
4/18/2026 Cora 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%
2/16/2026 MML Investors Services LLC872,986$65.20M0.2%-2.5%4.145%
2/13/2026 Kestra Advisory Services LLC100,322$7.49M0.0%+0.7%0.476%
2/13/2026Stifel Financial Corp38,271$2.86M0.0%-2.1%0.182%
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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/10/2026 Root 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%
2/10/2026 Carnegie 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%
2/6/2026 Csenge Advisory Group7,309$546K0.0%-6.3%0.035%
2/5/2026AlphaCore Capital LLC143,956$10.75M0.2%N/A0.684%
2/5/2026 Thrivent Financial for Lutherans220,287$16.45M0.0%N/A1.046%
2/5/2026 Atlas 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%
2/2/2026 Truist Financial Corp32,644$2.44M0.0%-29.2%0.154%
2/2/2026 Mutual 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%
1/29/2026 Kestra Private Wealth Services LLC4,655$348K0.0%+9.2%0.022%
1/29/2026 Concurrent Investment Advisors LLC9,613$718K0.0%+31.4%0.045%
1/28/2026 Cora Capital Advisors LLC14,777$1.10M0.4%+44.9%0.070%
1/28/2026 Kingswood 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%
1/27/2026 Lodestar 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%
1/23/2026 Northland 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%
1/22/2026 Castle 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%
1/20/2026 Stratos 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%
1/13/2026 Parsons 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%
1/5/2026 GoalVest Advisory LLC3,299$246K0.0%N/A0.015%
1/1/2026JPMorgan Chase & Co.71,237$5.28M0.0%+2.2%0.329%
12/2/2025 IFP Advisors Inc49,752$3.69M0.1%-29.2%0.230%
11/18/2025Apexium Financial LP10,134$751K0.0%N/A0.047%
11/17/2025 Kestra Private Wealth Services LLC4,264$316K0.0%+23.3%0.020%
11/17/2025Vienna Asset Management LLC3,286$243K0.1%-37.1%0.015%
11/17/2025Susquehanna International Group LLP8,253$611K0.0%-48.8%0.038%
11/17/2025Prosperity Financial Group Inc.13,389$992K0.4%+17.9%0.062%
11/17/2025Qube Research & Technologies Ltd724$54K0.0%N/A0.003%
11/17/2025Northwestern Mutual Wealth Management Co.78,159$5.79M0.0%+12.7%0.361%
11/17/2025Mariner LLC4,012$297K0.0%-3.5%0.019%
11/17/2025Mercer Global Advisors Inc. ADV7,331$543K0.0%+54.0%0.034%
11/17/2025Citadel Advisors LLC5,825$432K0.0%N/A0.027%
11/14/2025Raymond James Financial Inc.2,177,270$161.31M0.1%+11.2%10.052%


JPEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPEF shares?

During the previous two years, 129 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), MML Investors Services LLC ($65.20M), Cetera Investment Advisers ($41.20M), Commonwealth Equity Services LLC ($39.59M), and Osaic Holdings Inc. ($38.78M).Learn more on JPMorgan Equity Focus ETF's institutional investors.

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

Of the 124 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), Thrivent Financial for Lutherans ($767.50K), Beaumont Financial Advisors LLC ($543.70K), Investment Planning Advisors Inc. ($486.29K), Balance Wealth LLC ($363.66K), and Stratos Wealth Partners LTD. ($323.15K).

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

Institutional investors have bought a total of 6,619,245 shares in the last 24 months. This purchase volume represents approximately $462.04M in transactions.

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

Of the 51 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).

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

Institutional investors have sold a total of 1,878,416 shares in the last 24 months. This volume of shares sold represents approximately $137.32M in transactions.


Related Companies

This page (NASDAQ:JPEF) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel