JPMORGAN EQUITY FOCUS ETF JPEF
$79.93
-0.1% 52w: $67.04 – $81.17
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data67.0474.1081.17
Jun 20, 2025 Jul 2, 2026
Institutional holders
124
+1 QoQ
13F value
$982.4M
+15.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JPEF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.9M | $138.3M | 0.0% | -13.2% |
| Avantax Planning Partners, Inc. | Wealth advisor | 1.8M | $128.4M | 3.5% | New |
| LPL Financial LLC | Bank broker | 1.3M | $94.5M | 0.0% | +9.3% |
| Cetera Investment Advisers | Wealth advisor | 1.1M | $77.2M | 0.1% | +94.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 673.1K | $48.3M | 0.1% | -22.9% |
| MORGAN STANLEY | Bank broker | 600.3K | $43.1M | 0.0% | +12936.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 556.3K | $39.9M | 0.1% | +5.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 517.2K | $36.2M | 0.0% | +0.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 451.0K | $32.4M | 0.0% | -13.1% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 393.0K | $28.2M | 1.9% | -23.4% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 350.0K | $25.1M | 0.3% | +9.6% |
| Leverty Financial Group, LLC | Wealth advisor | 339.2K | $24.4M | 5.4% | +5.3% |
| Balance Wealth, LLC | Wealth advisor | 268.4K | $19.3M | 6.0% | -26.2% |
| ROYAL BANK OF CANADA | Bank broker | 259.5K | $18.6M | 0.0% | +11.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 248.7K | $17.9M | 0.0% | +685.4% |
| MONECO ADVISORS, LLC | Wealth advisor | 219.2K | $15.7M | 1.2% | -5.5% |
| JPMORGAN CHASE & CO | Bank broker | 213.8K | $15.0M | 0.0% | +170.3% |
| NOVEM GROUP | Wealth advisor | 162.2K | $11.7M | 1.3% | -10.5% |
| COZAD ASSET MANAGEMENT INC | Other | 139.2K | $10.0M | 0.8% | -1.1% |
| AlphaCore Capital LLC | Wealth advisor | 130.7K | $9.4M | 0.2% | -9.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 122.7K | $8.8M | 0.0% | +8.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 110.3K | $7.9M | 0.0% | +10.0% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 100.1K | $7.2M | 0.2% | -16.4% |
| Crestwood Advisors Group, LLC | Other | 99.0K | $7.1M | 0.1% | +18.4% |
| DAVENPORT & Co LLC | Diversified mechanical | 89.7K | $6.4M | 0.0% | +1.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 80.1K | $5.8M | 0.0% | -14.1% |
| Kingsview Wealth Management, LLC | Wealth advisor | 77.0K | $5.5M | 0.1% | +125.1% |
| MBL Wealth, LLC | Wealth advisor | 74.6K | $5.4M | 0.4% | -1.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 71.0K | $5.1M | 0.0% | +12.7% |
| CASTLE WEALTH MANAGEMENT LLC | Wealth advisor | 69.9K | $5.0M | 1.6% | +1.3% |
| Mariner, LLC | Diversified mechanical | 67.7K | $4.9M | 0.0% | +1534.7% |
| Investment Planning Advisors, Inc. | Wealth advisor | 65.6K | $4.7M | 1.3% | +2.9% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 62.0K | $4.4M | 0.1% | +13.2% |
| MAGNOLIA CAPITAL ADVISORS LLC | Wealth advisor | 58.4K | $4.2M | 0.8% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 51.5K | $3.7M | 0.0% | -78.7% |
| IFP Advisors, Inc | Wealth advisor | 49.6K | $3.6M | 0.1% | -0.6% |
| D.A. DAVIDSON & CO. | Wealth advisor | 46.1K | $3.3M | 0.0% | -24.9% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 41.0K | $2.9M | 0.2% | +6.0% |
| Contango Wealth Management LLC | Wealth advisor | 38.6K | $2.8M | 3.2% | New |
| HRT FINANCIAL LP | Diversified mechanical | 37.3K | $2.7M | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 36.9K | $2.7M | 0.0% | -3.6% |
| Mutual Advisors, LLC | Wealth advisor | 36.9K | $2.6M | 0.1% | +2.1% |
| D L CARLSON INVESTMENT GROUP INC | Other | 36.8K | $2.6M | 0.5% | +7.6% |
| FLAGSHIP WEALTH ADVISORS, LLC | Wealth advisor | 37.3K | $2.6M | 1.1% | -1.1% |
| Fifth Third Securities, Inc. | Wealth advisor | 36.3K | $2.6M | 0.2% | -16.9% |
| Equitable Holdings, Inc. | Wealth advisor | 31.7K | $2.4M | 0.0% | -13.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 29.4K | $2.1M | 0.0% | +37.6% |
| Ignite Planners, LLC | Wealth advisor | 22.1K | $1.6M | 0.2% | -3.2% |
| Herold Advisors, Inc. | Other | 21.0K | $1.5M | 0.3% | +17.1% |
| Mayflower Financial Advisors, LLC | Wealth advisor | 18.2K | $1.3M | 0.2% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.