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JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

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


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This page (NASDAQ:JPEF) was last updated on 5/5/2026 by MarketBeat.com Staff.
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