JPMorgan Equity Focus ETF (JPEF) Institutional Ownership → Trump’s Gift Could Unleash $51 Billion in New Wealth (From Wealthpin Pro) (Ad) Free JPEF Stock Alerts $59.85 +0.54 (+0.91%) (As of 05/31/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestTrendsStock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestTrends Institutional Ownership Changes (13F Filings) for JPMorgan Equity Focus ETF (NASDAQ:JPEF)Number ofInstitutional Buyers(last 12 months)21TotalInstitutional Inflows(last 12 months)$96.18MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$2.47M 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. Email Address Skip Chart & View Institutional Buying and Selling Data JPEF Institutional Buying and Selling by Quarter Ad Wealthpin ProAre You Positioned For The New Energy Goldrush?Open AI’s Sam Altman recently helped this company raise $577 million in funding… What’s more is, It has already inked deals with the Department of Energy.Click here to get all the information about it. JPMorgan Equity Focus ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/24/2024 Cetera Investment Advisers45,373$2.71M0.0%N/A0.463% 5/20/2024 Highlander 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% Get the Latest News and Ratings for JPEF and Related StocksEnter your email address below to receive the latest news and analysts' ratings for JPMorgan Equity Focus ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 4/23/2024 Raymond James Financial Services Advisors Inc.475,290$28.41M0.0%N/A4.946% 4/22/2024 Raymond 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% 3/8/2024 ICA 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, 21 institutional investors and hedge funds held shares of JPMorgan Equity Focus ETF. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($28.41M), Beaumont Financial Advisors LLC ($22.79M), American Planning Services Inc. ($11.80M), LPL Financial LLC ($9.15M), Osaic Holdings Inc. ($8.44M), Raymond James & Associates ($4.81M), and Fifth Third Securities Inc. ($4.77M).Learn more on JPEF's institutional investors. Which institutional investors have been buying JPMorgan Equity Focus ETF stock? Of the 21 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. ($475.29K), Beaumont Financial Advisors LLC ($398.25K), American Planning Services Inc. ($205.08K), LPL Financial LLC ($192.78K), Raymond James & Associates ($80.39K), SFG Wealth Management LLC. ($68.28K), and Cozad Asset Management Inc. ($64.98K). How much institutional buying is happening at JPMorgan Equity Focus ETF? Institutional investors have bought a total of 1,776,989 shares in the last 24 months. This purchase volume represents approximately $96.18M 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: Beaumont Financial Advisors LLC ($16.91K), Tower Research Capital LLC TRC ($10.54K), American Planning Services Inc. ($7.59K), 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 43,473 shares in the last 24 months. This volume of shares sold represents approximately $2.47M in transactions. Related Companies: Running Oak Efficient Growth ETF Major Shareholders Astoria US Quality Kings ETF Major Shareholders VictoryShares Nasdaq Next 50 ETF Major Shareholders Amplify Cash Flow Dividend Leaders ETF Major Shareholders This page (NASDAQ:JPEF) was last updated on 6/2/2024 by MarketBeat.com Staff From Our PartnersTrump’s Gift Could Unleash $51 Billion in New WealthWealthpin ProBiden replacement revealed?Paradigm PressBiden Nomination CANCELED?The Freeport SocietyWarren Buffett, Jeff Bezos, Michael Bloomberg, & 48 Members of Congress Are Buying ONE Sector…InvestorPlaceNvidia has Apple and Microsoft within striking rangeWeiss RatingsDon’t buy a single NVIDIA share before you see this...Behind the MarketsExposed: 10 CENT Crypto to Explode May 20th?True Market InsidersHe Is Giving Away BitcoinCrypto Swap Profits Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. 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