Free Trial
→ URGENT: This Altcoin Opportunity Won’t Wait – Act Now (From Crypto Swap Profits) (Ad) Free JPEF Stock Alerts

JPMorgan Equity Focus ETF (JPEF) Institutional Ownership

JPMorgan Equity Focus ETF logo
$69.35 +0.72 (+1.05%)
As of 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$157.99M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$6.81M
Get JPEF Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Equity Focus ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JPEF Institutional Buying and Selling by Quarter

JPMorgan Equity Focus ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
12/26/2024JPMorgan Chase & Co.53,117$3.48M0.0%+42.1%0.386%
11/25/2024World Investment Advisors LLC12,994$852K0.0%+1.7%0.094%
11/15/2024MML Investors Services LLC147,014$9.63M0.0%+9.6%1.068%
11/15/2024Jane Street Group LLC31,605$2.07M0.0%-35.0%0.230%
11/13/2024D.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%
11/7/2024Planning Directions Inc.3,083$202K0.1%N/A0.022%
11/7/2024Thrivent Financial for Lutherans979,969$64.22M0.1%+4.1%7.122%
11/6/2024OneDigital Investment Advisors LLC5,989$392K0.0%N/A0.044%
11/4/2024Tyler Stone Wealth Management3,780$248K0.0%N/A0.028%
11/4/2024Sigma Planning Corp18,142$1.19M0.0%N/A0.132%
10/31/2024Castle Wealth Management LLC71,040$4.66M1.9%+742.6%0.519%
10/31/2024Cozad Asset Management Inc.92,950$6.09M0.6%+17.7%0.679%
10/30/2024Crestwood Advisors Group LLC6,516$427K0.0%N/A0.048%
10/29/2024 Janney Montgomery Scott LLC100,277$6.57M0.0%+68.6%0.733%
10/25/2024MONECO Advisors LLC94,974$6.22M0.8%+107.3%0.699%
10/24/2024Capital Advisors Ltd. LLC10,017$656K0.1%+967.9%0.074%
10/22/2024Private Advisor Group LLC8,478$556K0.0%+33.7%0.063%
10/21/2024Denver 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%
8/22/2024Cetera Investment Advisers87,003$5.43M0.0%+91.8%0.744%
8/21/2024 Advisory Alpha LLC3,271$204K0.0%N/A0.028%
8/16/2024Northwestern Mutual Wealth Management Co.2,578$161K0.0%+3,006.0%0.022%
8/13/2024Thrivent 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%
8/9/2024Tennessee Valley Asset Management Partners3,224$201K0.0%N/A0.028%
8/9/2024ICA Group Wealth Management LLC4,396$274K0.2%+27.4%0.038%
8/8/2024Envestnet Asset Management Inc.121,129$7.55M0.0%-24.9%1.035%
8/8/2024Thoroughbred Financial Services LLC12,209$761K0.1%+42.2%0.104%
8/6/2024Gentry Private Wealth LLC3,299$206K0.2%N/A0.028%
8/2/2024Cozad 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%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life-changing for those who are prepared. Why? Because altcoin prices are about to explode.

>> Register for the Workshop Now
7/25/2024Raymond James Trust N.A.7,970$497K0.0%+85.9%0.069%
7/22/2024Investment 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%
7/19/2024MONECO 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%
7/19/2024Tennessee Valley Asset Management Partners3,224$201K0.0%N/A0.029%
7/17/2024 Capital Advisors Wealth Management LLC3,291$205K0.0%N/A0.030%
7/15/2024Fifth Third Securities Inc.92,972$5.80M0.5%+16.6%0.843%
5/24/2024Cetera 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%
5/10/2024Osaic Holdings Inc.141,142$8.44M0.0%+62.6%1.439%
5/8/2024Cozad Asset Management Inc.64,980$3.88M0.4%+14.3%0.662%
5/8/2024Thoroughbred Financial Services LLC8,584$513K0.0%+101.2%0.088%
5/7/2024American 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%
4/18/2024Capital Advisors Ltd. LLC938$56K0.0%N/A0.010%
4/18/2024Synergy Asset Management LLC5,603$335K0.1%N/A0.059%
4/18/2024Fifth 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%
2/13/2024Tower Research Capital LLC TRC890$47K0.0%-92.2%0.011%
2/8/2024Level Four Advisory Services LLC36,124$1.90M0.1%N/A0.457%
2/7/2024American Planning Services Inc.194,789$10.27M7.9%-3.8%2.463%
2/6/2024Private Advisor Group LLC5,404$285K0.0%N/A0.068%
2/5/2024Cozad 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%
11/14/2023Tower Research Capital LLC TRC11,429$542K0.0%N/A0.228%
11/13/2023LPL Financial LLC192,776$9.15M0.0%N/A3.848%
11/7/2023American Planning Services Inc.202,380$9.61M6.4%N/A4.040%
11/2/2023Cozad 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, 45 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 ($31.34M), Raymond James & Associates ($13.20M), American Planning Services Inc. ($11.61M), Commonwealth Equity Services LLC ($11.07M), and Janney Montgomery Scott LLC ($10.52M).Learn more on JPEF's institutional investors.

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

Of the 43 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: Beaumont Financial Advisors LLC ($588.56K), Raymond James Financial Services Advisors Inc. ($532.99K), 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 3,178,664 shares in the last 24 months. This purchase volume represents approximately $185.88M 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 112,181 shares in the last 24 months. This volume of shares sold represents approximately $6.81M in transactions.


Related Companies

This page (NASDAQ:JPEF) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
This coin could surge during Trump’s first week in office.
Juan has never had a losing trade on Bitcoin. And he booked gains of 312% on Chainlink … Now, he says one v...
Weiss Ratings | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored