JPMorgan Equity Focus ETFJPEFETF
13F holders, Q2 2026 (June 30)121holders −4
13new positions
14sold out
1famous investor
$80.24avg. 13F price*
At the end of Q2 2026, 121 institutions reported holding JPMorgan Equity Focus ETF (JPEF) in their 13F filings, down 4 from Q1 2026. 13 opened new positions and 14 sold out. The largest holders were Avantax Planning Partners, Inc. ($154.6M), Raymond James Financial Inc. ($146.5M) and LPL Financial LLC ($115.1M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- JPMorgan Equity Focus ETF
- CUSIP
- 46654Q781
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $11.6M |
| Exits | 14 | $8.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,055,612 shares bought and 720,292 shares sold, net +335,320 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Avantax Planning Partners, Inc. | 3.85% | Add +7.6% | 1,924,120 | $154.6M |
| Raymond James Financial Inc. | 0.04% | Reduce -5.3% | 1,823,280 | $146.5M |
| LPL Financial LLC | 0.03% | Add +8.9% | 1,432,378 | $115.1M |
| Cetera Investment Advisers | 0.10% | Add +25.0% | 1,343,883 | $108.0M |
| MML Investors Services, LLC | 0.10% | Reduce -8.2% | 617,646 | $49.6M |
| Morgan Stanley | 0.00% | Add +0.0% | 600,496 | $48.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +1.3% | 563,226 | $45.2M |
| Jones Financial Companies LLLP | 0.02% | Add +6.8% | 552,306 | $43.5M |
| Osaic Holdings, Inc. | 0.04% | Reduce -2.8% | 438,377 | $35.2M |
| Stratos Wealth Partners, LTD. | 0.29% | Add +2.9% | 360,268 | $28.9M |
| Leverty Financial Group, LLC | 5.40% | Add +1.9% | 345,623 | $27.8M |
| Wells Fargo & Company | 0.00% | Add +20.2% | 298,799 | $24.0M |
| Beaumont Financial Advisors, LLC | 1.46% | Reduce -27.4% | 285,193 | $22.9M |
| Balance Wealth Partners LLC | 5.86% | Add +2.2% | 274,373 | $22.0M |
| Royal Bank of Canada | 0.00% | Reduce -8.9% | 236,466 | $19.0M |
| JPMorgan Chase & Co. | 0.00% | Add +6.2% | 226,959 | $18.1M |
| Moneco Advisors, LLC | 0.94% | Reduce -13.2% | 190,357 | $15.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +27.8% | 140,979 | $11.3M |
| Cozad Asset Management Inc. | 0.69% | Reduce -4.1% | 133,507 | $10.7M |
| Novem Group | 1.05% | Reduce -20.5% | 128,961 | $10.4M |
| AlphaCore Capital LLC | 0.18% | Reduce -4.7% | 124,528 | $10.0M |
| Magnolia Capital Advisors LLC | 1.68% | Add +108.2% | 121,565 | $9.8M |
| Crestwood Advisors Group, LLC | 0.14% | Add +20.6% | 119,383 | $9.6M |
| Level Four Advisory Services, LLC | 0.23% | Add +0.7% | 100,760 | $8.1M |
| DAVENPORT & Co LLC | 0.04% | Add +10.0% | 98,693 | $7.9M |
| Kingsview Wealth Management, LLC | 0.09% | Add +19.4% | 91,930 | $7.4M |
| Private Advisor Group, LLC | 0.03% | Add +706.5% | 85,107 | $6.8M |
| Evergreen Wealth Partners LLC | 3.93% | New | 81,434 | $6.5M |
| MBL Wealth, LLC | 0.41% | Add +0.6% | 75,077 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -41.4% | 71,941 | $5.8M |
| Castle Wealth Management LLC | 1.64% | Reduce -1.7% | 68,720 | $5.5M |
| Investment Planning Advisors, Inc. | 1.23% | Add +0.6% | 65,993 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.1% | 63,846 | $5.1M |
| Cary Street Partners Financial LLC | 0.11% | Add +2.9% | 63,776 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -31.0% | 55,314 | $4.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -11.7% | 40,647 | $3.3M |
| Flagship Wealth Advisors, LLC | 0.68% | Add +0.7% | 37,569 | $3.0M |
| D L Carlson Investment Group Inc. | 0.48% | Add +1.2% | 37,260 | $3.0M |
| Mutual Advisors, LLC | 0.05% | Reduce -4.2% | 35,361 | $2.8M |
| Thoroughbred Financial Services, LLC | 0.13% | Reduce -18.1% | 33,600 | $2.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -40.3% | 30,802 | $2.5M |
| Herold Advisors, Inc. | 0.43% | Add +29.7% | 27,188 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -26.6% | 23,247 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.6% | 21,890 | $1.8M |
| Ignite Planners, LLC | 0.24% | Reduce -1.4% | 21,779 | $1.7M |
| Cora Capital Advisors LLC | 0.48% | Add +26.3% | 21,429 | $1.7M |
| Fifth Third Securities, Inc. | 0.09% | Reduce -46.8% | 19,297 | $1.6M |
| First Citizens Financial Corp | 0.64% | Add +9.2% | 19,053 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -49.9% | 18,499 | $1.5M |
| Medallion Wealth Advisors, LLC | 0.47% | Add +89.2% | 20,704 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.12% | Reduce -3.5% | 17,548 | $1.4M |
| Bessemer Group Inc. | 0.00% | New | 17,269 | $1.4M |
| SFG Wealth Management, LLC. | 0.46% | No change | 15,866 | $1.3M |
| Southland Equity Partners LLC | 0.22% | Add +3.0% | 15,420 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.12% | Add +0.4% | 15,090 | $1.2M |
| Morangie Management LLC | 0.99% | Reduce -1.6% | 14,775 | $1.2M |
| Prosperity Financial Group, Inc. | 0.32% | Add +0.8% | 12,702 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.4% | 12,446 | $1000K |
| Capital Advisors Wealth Management, LLC | 0.11% | Reduce -1.7% | 12,162 | $977K |
| 5T Wealth, LLC | 0.36% | Reduce -5.9% | 12,092 | $971K |
| World Investment Advisors | 0.02% | No change | 13,217 | $949K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.9% | 11,096 | $891K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 10,134 | $814K |
| National Philanthropic Trust | 0.01% | New | 9,875 | $793K |
| Smith Shellnut Wilson LLC | 0.28% | Add +22.4% | 9,450 | $759K |
| Friday Financial | 0.18% | New | 8,322 | $669K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.2% | 8,281 | $665K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 7,982 | $641K |
| Integrated Wealth Concepts LLC | 0.00% | Add +10.3% | 7,963 | $640K |
| Csenge Advisory Group | 0.02% | Reduce -1.1% | 7,144 | $574K |
| Atlas Private Wealth Advisors | 0.12% | Add +1.9% | 7,100 | $570K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.4% | 6,779 | $545K |
| Qube Research & Technologies Ltd | 0.00% | Add +5437.2% | 6,700 | $538K |
| Modern Wealth Management, LLC | 0.01% | Reduce -13.8% | 6,302 | $506K |
| IFP Advisors, Inc | 0.01% | Reduce -87.7% | 6,106 | $490K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -30.3% | 5,768 | $463K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +347.7% | 5,314 | $427K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,973 | $399K |
| FMR LLC | 0.00% | Add +955.3% | 4,601 | $370K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -0.7% | 4,533 | $364K |
| Resources Management Corp. /CT/ | 0.04% | No change | 4,357 | $350K |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.9% | 4,264 | $343K |
| Brown Advisory Inc. | 0.00% | No change | 4,248 | $341K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.0% | 3,855 | $310K |
| Fifth Third Bancorp | 0.00% | No change | 3,854 | $310K |
| Retirement Planning Group, LLC | 0.01% | New | 3,570 | $287K |
| WNY Asset Management, LLC | 0.02% | Reduce -2.7% | 3,443 | $277K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 3,283 | $264K |
| Parsons Capital Management Inc. | 0.01% | Reduce -1.6% | 3,282 | $264K |
| Bank of America Corp. | 0.00% | New | 3,253 | $261K |
| D. E. Shaw & Co. | 0.00% | New | 3,137 | $252K |
| HBK Sorce Advisory LLC | 0.00% | Add +6.4% | 2,999 | $247K |
| Northland Securities, Inc. | 0.14% | Reduce -2.4% | 3,048 | $245K |
| StoneX Group Inc. | 0.01% | New | 2,699 | $217K |
| Independent Financial Group, LLC | 0.00% | Reduce -17.0% | 2,668 | $214K |
| Gentry Private Wealth, LLC | 0.11% | Reduce -19.4% | 2,658 | $214K |
| GoalVest Advisory LLC | 0.04% | Reduce -19.4% | 2,658 | $214K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 2,604 | $209K |
| Pasadena Private Wealth, LLC | 0.03% | New | 2,600 | $209K |
| 3Chopt Investment Partners, LLC | 0.03% | Reduce -2.5% | 1,838 | $148K |
"% of holder's portfolio" is JPEF's weight in each manager's 13F, not the share of JPMorgan Equity Focus ETF the manager owns.