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JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

JPMorgan Equity Focus ETF logo
$67.72 -1.15 (-1.67%)
Closing price 02/21/2025 03:59 PM Eastern
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$67.71 -0.01 (-0.01%)
As of 02/21/2025 04:05 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)
73
Total
Institutional Inflows
(last 12 months)
$308.43M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$15.11M
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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
2/21/2025WNY Asset Management LLC3,472$233K0.0%-14.6%0.021%
2/18/2025 Novem Group129,246$8.67M1.3%N/A0.780%
2/17/2025 Vienna Asset Management LLC38,960$2.62M1.8%N/A0.235%
2/17/2025 Snowden Capital Advisors LLC5,253$353K0.0%N/A0.032%
2/17/2025 Cetera Investment Advisers201,430$13.52M0.0%+53.0%1.216%
2/17/2025 Citadel Advisors LLC28,315$1.90M0.0%+215.2%0.171%
2/17/2025 Cary Street Partners Financial LLC50,804$3.41M0.1%N/A0.307%
2/14/2025 Jane Street Group LLC30,496$2.05M0.0%-3.5%0.184%
2/14/2025 Comerica Bank1,833$123K0.0%N/A0.011%
2/14/2025 Stifel Financial Corp35,432$2.38M0.0%N/A0.214%
2/14/2025 OneDigital Investment Advisors LLC8,890$597K0.0%+48.4%0.054%
2/14/2025 MML Investors Services LLC341,509$22.92M0.1%+132.3%2.062%
2/13/2025 Integrity Wealth Advisors Inc.8,228$552K0.4%N/A0.050%
2/13/2025 Mariner LLC3,437$231K0.0%N/A0.021%
2/13/2025 Envestnet Asset Management Inc.211,396$14.19M0.0%+45.1%1.277%
2/12/2025 Thoroughbred Financial Services LLC29,728$2.00M0.1%+34.0%0.180%
2/12/2025 OLD Mission Capital LLC3,987$268K0.0%-67.0%0.024%
2/12/2025 Level Four Advisory Services LLC162,299$10.89M0.4%+4.7%0.980%
2/12/2025 Blair William & Co. IL500$34K0.0%N/A0.003%
2/12/2025 JPMorgan Chase & Co.42,075$2.82M0.0%-20.8%0.254%
2/12/2025 Tyler Stone Wealth Management11,328$760K0.1%+199.7%0.068%
2/11/2025 Modern Wealth Management LLC3,467$239K0.0%N/A0.021%
2/11/2025 LPL Financial LLC684,680$45.95M0.0%+7.3%4.135%
2/10/2025 Thrivent Financial for Lutherans867,405$58.21M0.1%-11.5%5.238%
2/10/2025 Cozad Asset Management Inc.134,203$9.01M0.8%+44.4%0.810%
2/10/2025 Eldridge Investment Advisors Inc.26,020$1.75M0.4%N/A0.157%
2/10/2025 Harbour Investments Inc.6,767$454K0.0%N/A0.041%
2/10/2025 Commonwealth Equity Services LLC413,463$27.75M0.0%+18.3%2.497%
2/6/2025 Raymond James Financial Inc.888,922$59.66M0.0%N/A5.368%
2/6/2025 SPC Financial Inc.114,688$7.70M0.7%N/A0.693%
2/6/2025 Jones Financial Companies Lllp122,227$8.20M0.0%+134.7%0.738%
2/5/2025 Private Trust Co. NA2,017$135K0.0%N/A0.012%
2/4/2025 Crestwood Advisors Group LLC20,148$1.35M0.0%+209.2%0.122%
2/4/2025 IFP Advisors Inc81,932$5.50M0.2%+2.9%0.496%
2/4/2025 Capital Advisors Ltd. LLC14,014$940K0.1%+39.9%0.085%
2/4/2025 MONECO Advisors LLC145,785$9.78M1.0%+53.5%0.882%
2/3/2025 Sigma Planning Corp17,615$1.18M0.0%-2.9%0.107%
2/3/2025 Concurrent Investment Advisors LLC3,024$203K0.0%N/A0.018%
2/3/2025 Private Advisor Group LLC8,642$580K0.0%+1.9%0.052%
2/3/2025 Good Life Advisors LLC18,686$1.25M0.1%+2.2%0.113%
The Real Hillbilly Elegy (Ad)

The mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond… It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest. It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground.

A bold new plan, hidden in Executive Order 14154…
1/31/2025 D.A. Davidson & CO.31,716$2.13M0.0%+5.5%0.192%
1/31/2025 Truist Financial Corp65,624$4.40M0.0%+46.8%0.398%
1/30/2025 Csenge Advisory Group7,662$514K0.0%N/A0.046%
1/30/2025 Empire Life Investments Inc.122,400$8.21M0.5%N/A0.742%
1/29/2025 Castle Wealth Management LLC67,448$4.53M1.8%-5.1%0.409%
1/29/2025 Carnegie Lake Advisors LLC2,990$201K0.1%N/A0.018%
1/28/2025 Kingsview Wealth Management LLC37,207$2.50M0.0%N/A0.225%
1/28/2025 Lodestar Private Asset Management LLC9,052$607K0.1%N/A0.055%
1/27/2025 Stratos Wealth Partners LTD.296,775$19.92M0.3%N/A1.801%
1/24/2025 DAVENPORT & Co LLC14,182$952K0.0%+239.6%0.086%
1/23/2025 Institute for Wealth Management LLC.3,012$202K0.0%N/A0.019%
1/23/2025 Fifth Third Securities Inc.89,274$5.99M0.5%+1.1%0.549%
1/22/2025 Denver Wealth Management Inc.4,883$328K0.1%-7.1%0.030%
1/22/2025 Investment Planning Advisors Inc.265,768$17.84M7.8%+66.1%1.635%
1/22/2025 Parsons Capital Management Inc. RI5,715$384K0.0%+39.4%0.035%
1/22/2025 Tennessee Valley Asset Management Partners3,026$203K0.0%N/A0.019%
1/21/2025 Cora Capital Advisors LLC7,830$525K0.3%N/A0.048%
1/17/2025 Janney Montgomery Scott LLC156,736$10.52M0.0%+56.3%0.966%
1/17/2025 Advisory Alpha LLC3,738$251K0.0%-4.8%0.023%
1/17/2025 Beaumont Financial Advisors LLC466,974$31.34M2.4%+31.3%2.877%
1/16/2025 SFG Wealth Management LLC.75,748$5.08M2.7%+5.5%0.467%
1/15/2025 Wealthcare Advisory Partners LLC21,031$1.41M0.0%N/A0.130%
1/15/2025 Capital Advisors Wealth Management LLC7,306$490K0.1%+18.3%0.045%
12/26/2024 JPMorgan Chase & Co.53,117$3.48M0.0%+42.1%0.386%
11/25/2024 World Investment Advisors LLC12,994$852K0.0%+1.7%0.094%
11/15/2024 MML Investors Services LLC147,014$9.63M0.0%+9.6%1.068%
11/15/2024 Jane Street Group LLC31,605$2.07M0.0%-35.0%0.230%
11/13/2024 D.A. Davidson & CO.30,055$1.97M0.0%+146.1%0.218%
11/12/2024Raymond James Trust N.A.12,144$796K0.0%+52.4%0.088%
11/7/2024 Planning Directions Inc.3,083$202K0.1%N/A0.022%
11/7/2024 Thrivent Financial for Lutherans979,969$64.22M0.1%+4.1%7.122%
11/6/2024 OneDigital Investment Advisors LLC5,989$392K0.0%N/A0.044%
11/4/2024 Tyler Stone Wealth Management3,780$248K0.0%N/A0.028%
11/4/2024 Sigma Planning Corp18,142$1.19M0.0%N/A0.132%
10/31/2024 Castle Wealth Management LLC71,040$4.66M1.9%+742.6%0.519%
10/31/2024 Cozad Asset Management Inc.92,950$6.09M0.6%+17.7%0.679%
10/30/2024 Crestwood Advisors Group LLC6,516$427K0.0%N/A0.048%
10/29/2024 Janney Montgomery Scott LLC100,277$6.57M0.0%+68.6%0.733%
10/25/2024 MONECO Advisors LLC94,974$6.22M0.8%+107.3%0.699%
10/24/2024 Capital Advisors Ltd. LLC10,017$656K0.1%+967.9%0.074%
10/22/2024 Private Advisor Group LLC8,478$556K0.0%+33.7%0.063%
10/21/2024 Denver Wealth Management Inc.5,258$345K0.2%+19.0%0.039%
10/18/2024Raymond James & Associates201,422$13.20M0.0%+23.9%1.509%
10/9/2024 Beaumont Financial Advisors LLC355,632$23.31M1.8%+28.5%2.723%
8/22/2024 Cetera Investment Advisers87,003$5.43M0.0%+91.8%0.744%
8/21/2024 Advisory Alpha LLC3,271$204K0.0%N/A0.028%
8/16/2024 Northwestern Mutual Wealth Management Co.2,578$161K0.0%+3,006.0%0.022%
8/13/2024 Thrivent Financial for Lutherans941,813$58.73M0.1%+24.8%8.050%
8/9/2024American Planning Services Inc.186,194$11.61M8.2%-5.7%1.591%
8/9/2024 Tennessee Valley Asset Management Partners3,224$201K0.0%N/A0.028%
The Real Hillbilly Elegy (Ad)

The mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond… It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest. It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground.

A bold new plan, hidden in Executive Order 14154…
8/9/2024ICA Group Wealth Management LLC4,396$274K0.2%+27.4%0.038%
8/8/2024 Envestnet Asset Management Inc.121,129$7.55M0.0%-24.9%1.035%
8/8/2024 Thoroughbred Financial Services LLC12,209$761K0.1%+42.2%0.104%
8/6/2024 Gentry Private Wealth LLC3,299$206K0.2%N/A0.028%
8/2/2024 Cozad Asset Management Inc.78,986$4.93M0.5%+21.6%0.675%
7/31/2024 Commonwealth Equity Services LLC177,577$11.07M0.0%+360.1%1.533%
7/30/2024 International Assets Investment Management LLC418$26K0.0%N/A0.004%
7/25/2024Raymond James Trust N.A.7,970$497K0.0%+85.9%0.069%
7/22/2024 Investment Planning Advisors Inc.160,001$9.98M5.1%N/A1.384%
7/20/2024Raymond James Financial Services Advisors Inc.532,992$33.24M0.0%+12.1%4.780%
(Data available from 1/1/2016 forward)

JPEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPEF shares?

During the previous two years, 77 institutional investors and hedge funds held shares of JPMorgan Equity Focus ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($59.66M), Thrivent Financial for Lutherans ($58.21M), LPL Financial LLC ($45.95M), Raymond James Financial Services Advisors Inc. ($33.24M), Beaumont Financial Advisors LLC ($31.34M), Commonwealth Equity Services LLC ($27.75M), and MML Investors Services LLC ($22.92M).Learn more on JPEF's institutional investors.

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

Of the 74 institutional investors that purchased JPMorgan Equity Focus ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($888.92K), Beaumont Financial Advisors LLC ($588.56K), Raymond James Financial Services Advisors Inc. ($532.99K), Stratos Wealth Partners LTD. ($296.78K), Investment Planning Advisors Inc. ($265.77K), Commonwealth Equity Services LLC ($245.39K), and LPL Financial LLC ($239.27K).

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

Institutional investors have bought a total of 5,788,211 shares in the last 24 months. This purchase volume represents approximately $361.01M in transactions.

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

Of the 15 institutional investors that sold JPMorgan Equity Focus ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Thrivent Financial for Lutherans ($112.56K), Envestnet Asset Management Inc. ($40.17K), American Planning Services Inc. ($18.89K), Jane Street Group LLC ($18.16K), Beaumont Financial Advisors LLC ($16.91K), JPMorgan Chase & Co. ($11.04K), and Tower Research Capital LLC TRC ($10.54K).

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

Institutional investors have sold a total of 250,083 shares in the last 24 months. This volume of shares sold represents approximately $16.06M in transactions.


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This page (NASDAQ:JPEF) was last updated on 2/22/2025 by MarketBeat.com Staff
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