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JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

JPMorgan Equity Focus ETF logo
$81.43 -1.37 (-1.66%)
As of 09:30 AM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$266.82M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$126.69M
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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
10/15/2026Godsey & Gibb Inc.469$38K0.0%N/A0.002%
10/14/2026Investment Planning Advisors Inc.63,239$5.14M1.2%-4.2%0.254%
10/10/2026Friday Financial23,823$1.93M0.4%+186.3%0.096%
10/9/2026Capital Advisors Wealth Management LLC11,980$974K0.1%-1.5%0.048%
10/8/2026Leverty Financial Group LLC354,233$28.79M5.3%+2.5%1.425%
10/2/2026 First Citizens Financial Corp22,284$1.81M0.8%+17.0%0.090%
9/23/2026Envestnet Asset Management Inc.71,941$5.78M0.0%-41.4%0.290%
9/9/2026Integrated Wealth Concepts LLC7,963$640K0.0%+10.3%0.032%
9/9/2026IFP Advisors Inc6,106$490K0.0%-87.7%0.025%
8/22/2026Concurrent Investment Advisors LLC12,446$1M0.0%+10.4%0.050%
8/21/2026 First Citizens Financial Corp19,053$1.53M0.6%+9.2%0.077%
7/10/2026Leverty Financial Group LLC345,623$27.76M5.4%+1.9%1.399%
7/9/2026Friday 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%
5/6/2026Independent 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%
4/23/2026Mayflower Financial Advisors LLC18,183$1.31M0.1%N/A0.075%
4/23/2026Investment 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%
4/21/2026Balance Wealth LLC268,448$19.28M6.0%-26.2%1.119%
4/20/2026Kestra Private Wealth Services LLC4,501$323K0.0%-3.3%0.019%
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4/18/2026Cora Capital Advisors LLC16,970$1.22M0.4%+14.8%0.071%
4/17/2026Capital 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%
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%
2/9/2026Cary 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%
2/6/2026Ignite 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%
2/3/2026International Assets Investment Management LLC1,797$134K0.0%N/A0.009%
2/3/2026Crestwood Advisors Group LLC83,606$6.24M0.1%+52.1%0.396%
2/3/2026SFG 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%
1/27/2026Novem Group181,327$13.54M1.6%-0.5%0.857%
1/27/2026Godsey & Gibb Inc.773$58K0.0%N/A0.004%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
1/27/2026Lodestar Private Asset Management LLC4,366$326K0.0%-3.4%0.021%
1/27/20265T Wealth LLC13,415$1.00M0.4%+38.3%0.063%
1/26/2026Prosperity Financial Group Inc.12,865$961K0.3%-3.9%0.060%
1/23/2026Farther Finance Advisors LLC26,553$1.98M0.0%+12.6%0.124%
1/23/2026Northland Securities Inc.3,392$253K0.2%N/A0.016%
1/23/2026Fifth 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%
1/21/2026Balance Wealth LLC363,655$27.16M8.7%+5.7%1.701%
1/21/2026MBL Wealth LLC75,575$5.64M0.5%+3.0%0.353%
1/21/2026Capital Advisors Ltd. LLC15,294$1.14M0.1%-6.1%0.072%


JPEF Institutional Ownership - Frequently Asked Questions

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), 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 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), Cetera Investment Advisers ($737.18K), Thrivent Financial for Lutherans ($580.64K), Beaumont Financial Advisors LLC ($464.73K), Balance Wealth LLC ($363.66K), and Leverty Financial Group LLC ($337.12K).

Institutional investors have bought a total of 3,666,194 shares in the last 24 months. This purchase volume represents approximately $266.82M in transactions.

Of the 49 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. ($423.48K), Beaumont Financial Advisors LLC ($306.38K), Janney Montgomery Scott LLC ($247.59K), Envestnet Asset Management Inc. ($227.36K), Balance Wealth LLC ($95.21K), IFP Advisors Inc ($64.00K), and Level Four Advisory Services LLC ($52.00K).

Institutional investors have sold a total of 1,712,780 shares in the last 24 months. This volume of shares sold represents approximately $126.69M in transactions.


Related Companies

Institutional ownership data for NASDAQ:JPEF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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