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JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

JPMorgan Equity Focus ETF logo
$67.95 -0.13 (-0.19%)
(As of 09:48 AM ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$147.53M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.80M
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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
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%
11/12/2024 Raymond 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%
8/9/2024 American 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%
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%
7/31/2024Commonwealth Equity Services LLC177,577$11.07M0.0%+360.1%1.533%
7/30/2024 International Assets Investment Management LLC418$26K0.0%N/A0.004%
7/25/2024 Raymond 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%
7/19/2024 MONECO Advisors LLC45,814$2.86M0.4%N/A0.411%
7/19/2024 SFG Wealth Management LLC.71,816$4.48M2.6%+14.6%0.644%
7/19/2024Raymond James & Associates162,557$10.14M0.0%+102.2%1.458%
7/19/2024 Tennessee Valley Asset Management Partners3,224$201K0.0%N/A0.029%
7/17/2024 Capital Advisors Wealth Management LLC3,291$205K0.0%N/A0.030%
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7/15/2024 Fifth Third Securities Inc.92,972$5.80M0.5%+16.6%0.843%
5/24/2024 Cetera Investment Advisers45,373$2.71M0.0%N/A0.463%
5/20/2024Highlander Capital Management LLC850$51K0.0%N/A0.009%
5/11/2024 Beaumont Financial Advisors LLC381,338$22.79M1.9%-4.2%3.887%
5/10/2024 Osaic Holdings Inc.141,142$8.44M0.0%+62.6%1.439%
5/8/2024 Cozad Asset Management Inc.64,980$3.88M0.4%+14.3%0.662%
5/8/2024 Thoroughbred Financial Services LLC8,584$513K0.0%+101.2%0.088%
5/7/2024 American Planning Services Inc.197,491$11.80M8.5%+1.4%2.013%
5/1/2024 Janney Montgomery Scott LLC46,663$2.79M0.0%N/A0.476%
4/29/2024Commonwealth Equity Services LLC38,595$2.31M0.0%-6.8%0.393%
4/26/2024 SFG Wealth Management LLC.62,662$3.75M2.2%-8.2%0.649%
4/23/2024Raymond James Financial Services Advisors Inc.475,290$28.41M0.0%N/A4.946%
4/22/2024Raymond James & Associates80,391$4.81M0.0%N/A0.837%
4/18/2024 Capital Advisors Ltd. LLC938$56K0.0%N/A0.010%
4/18/2024 Synergy Asset Management LLC5,603$335K0.1%N/A0.059%
4/18/2024 Fifth Third Securities Inc.79,748$4.77M0.5%+3.5%0.841%
3/8/2024ICA Group Wealth Management LLC2,360$125K0.0%N/A0.030%
2/13/2024 Tower Research Capital LLC TRC890$47K0.0%-92.2%0.011%
2/8/2024 Level Four Advisory Services LLC36,124$1.90M0.1%N/A0.457%
2/7/2024 American Planning Services Inc.194,789$10.27M7.9%-3.8%2.463%
2/6/2024 Private Advisor Group LLC5,404$285K0.0%N/A0.068%
2/5/2024 Cozad Asset Management Inc.56,870$3.00M0.3%+9.4%0.719%
1/31/2024 Beaumont Financial Advisors LLC398,248$21.00M1.9%N/A5.165%
1/25/2024 International Assets Investment Management LLC16,750$883K0.0%N/A0.227%
1/24/2024 International Assets Investment Management LLC16,750$883K0.0%N/A0.227%
1/19/2024 SFG Wealth Management LLC.68,283$3.60M2.4%N/A0.928%
11/14/2023 Tower Research Capital LLC TRC11,429$542K0.0%N/A0.228%
11/13/2023 LPL Financial LLC192,776$9.15M0.0%N/A3.848%
11/7/2023 American Planning Services Inc.202,380$9.61M6.4%N/A4.040%
11/2/2023 Cozad Asset Management Inc.51,960$2.47M0.3%N/A1.037%
10/23/2023Commonwealth Equity Services LLC42,338$2.01M0.0%N/A0.914%
(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, 41 institutional investors and hedge funds held shares of JPMorgan Equity Focus ETF. The most heavily invested institutionals were Thrivent Financial for Lutherans ($64.22M), Raymond James Financial Services Advisors Inc. ($33.24M), Beaumont Financial Advisors LLC ($23.31M), Raymond James & Associates ($13.20M), American Planning Services Inc. ($11.61M), Commonwealth Equity Services LLC ($11.07M), and Investment Planning Advisors Inc. ($9.98M).Learn more on JPEF's institutional investors.

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

Of the 39 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 Services Advisors Inc. ($532.99K), Beaumont Financial Advisors LLC ($477.22K), Thrivent Financial for Lutherans ($225.02K), American Planning Services Inc. ($205.08K), Raymond James & Associates ($201.42K), LPL Financial LLC ($192.78K), and Commonwealth Equity Services LLC ($181.32K).

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

Institutional investors have bought a total of 2,960,967 shares in the last 24 months. This purchase volume represents approximately $171.30M in transactions.

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

The following institutional investors have sold JPMorgan Equity Focus ETF stock in the last 24 months: Envestnet Asset Management Inc. ($40.17K), American Planning Services Inc. ($18.89K), Jane Street Group LLC ($17.05K), Beaumont Financial Advisors LLC ($16.91K), Tower Research Capital LLC TRC ($10.54K), SFG Wealth Management LLC. ($5.62K), and Commonwealth Equity Services LLC ($2.81K).

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

Institutional investors have sold a total of 111,992 shares in the last 24 months. This volume of shares sold represents approximately $6.80M in transactions.


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This page (NASDAQ:JPEF) was last updated on 11/21/2024 by MarketBeat.com Staff
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