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JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

JPMorgan Equity Focus ETF logo
$80.37 +1.36 (+1.72%)
As of 10:15 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)
85
Total
Institutional Inflows
(last 12 months)
$400.17M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$138.26M
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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
6/9/2026 Contango Wealth Management LLC38,563$2.77M3.2%N/A0.160%
6/1/2026 Flagship Wealth Advisors LLC37,321$2.62M1.1%-1.1%0.154%
5/28/2026 Cozad Asset Management Inc.139,217$10.00M0.8%-1.1%0.576%
5/22/2026 WNY Asset Management LLC3,540$254K0.0%N/A0.015%
5/19/2026 Western Wealth Management LLC858$62K0.0%N/A0.004%
5/18/2026 Royal Bank of Canada259,526$18.64M0.0%+11.6%1.074%
5/14/2026 Modern Wealth Management LLC7,307$527K0.0%-15.8%0.030%
5/13/2026 Cetera Investment Advisers1,075,233$77.21M0.1%+94.9%4.450%
5/6/2026 Independent Financial Group LLC3,215$231K0.0%N/A0.013%
5/5/2026 D.A. Davidson & CO.46,055$3.31M0.0%-24.9%0.191%
5/5/2026 Beaumont 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%
2/18/2026 Raymond James Financial Inc.2,219,880$165.80M0.1%+2.0%10.541%
2/18/2026 Integrity Wealth Advisors Inc.8,441$630K0.4%-54.1%0.040%
2/17/2026 Cetera Investment Advisers551,670$41.20M0.0%+2.1%2.620%
2/17/2026 Equitable Holdings Inc.36,535$2.73M0.0%-4.5%0.173%
2/17/2026 Osaic Holdings Inc.519,190$38.78M0.1%-4.3%2.465%
2/17/2026 Royal 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%
2/13/2026 Stifel Financial Corp38,271$2.86M0.0%-2.1%0.182%
2/13/2026 Wells Fargo & Company MN31,659$2.37M0.0%+5,698.4%0.150%
2/12/2026 Orion Porfolio Solutions LLC5,431$406K0.0%N/A0.026%
2/12/2026 Commonwealth Equity Services LLC530,018$39.59M0.1%-4.1%2.517%
2/12/2026 StoneX Group Inc.3,302$247K0.0%N/A0.016%
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2/12/2026 Steward 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%
2/11/2026 Capital Analysts LLC9,478$708K0.0%+282.3%0.045%
2/11/2026 LPL Financial LLC1,203,838$89.91M0.0%+1.9%5.716%
2/11/2026 JPMorgan Chase & Co.79,092$5.91M0.0%+11.0%0.376%
2/10/2026 Cibc World Market Inc.2,874$215K0.0%N/A0.014%
2/10/2026 Root Financial Partners LLC879$66K0.0%+470.8%0.004%
2/10/2026 Northwestern 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%
2/10/2026 Thoroughbred Financial Services LLC38,689$2.89M0.2%-7.7%0.184%
2/9/2026 Kingsview 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%
2/9/2026 Harbour Investments Inc.3,639$272K0.0%-6.0%0.017%
2/9/2026 HBK Sorce Advisory LLC2,818$213K0.0%N/A0.013%
2/6/2026 Advisory 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%
2/5/2026 AlphaCore 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%
2/4/2026 Moneco Advisors LLC232,019$17.33M1.4%+3.7%1.098%
2/4/2026 Empire 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%
2/3/2026 Crestwood 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%
1/29/2026 D.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%
1/26/2026 Prosperity 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%
1/16/2026 Beaumont 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%
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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%
1/1/2026 JPMorgan 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%


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), Investment Planning Advisors Inc. ($486.29K), and Balance Wealth LLC ($363.66K).

Institutional investors have bought a total of 5,571,065 shares in the last 24 months. This purchase volume represents approximately $400.17M 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 1,890,830 shares in the last 24 months. This volume of shares sold represents approximately $138.26M in transactions.


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This page (NASDAQ:JPEF) was last updated on 6/15/2026 by MarketBeat.com Staff.
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