JPMorgan Equity Focus ETFJPEFETF
13F holders, Q3 2024 (September 30)62holders +9
13new positions
3sold out
1famous investor
$65.42avg. 13F price*
At the end of Q3 2024, 62 institutions reported holding JPMorgan Equity Focus ETF (JPEF) in their 13F filings, up 9 from Q2 2024. 13 opened new positions and 3 sold out. The largest holders were Thrivent Financial for Lutherans ($64.2M), LPL Financial LLC ($41.8M) and Raymond James Financial Services Advisors, Inc. ($35.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Equity Focus ETF
- CUSIP
- 46654Q781
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $17.1M |
| Exits | 3 | $258K |
All 13F filers, Q2 2024 → Q3 2024: 1,289,537 shares bought and 34,293 shares sold, net +1,255,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Thrivent Financial for Lutherans | 0.12% | Add +4.0% | 979,969 | $64.2M |
| LPL Financial LLC | 0.02% | Add +30.3% | 638,189 | $41.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +2.7% | 547,578 | $35.9M |
| Beaumont Financial Advisors, LLC | 1.82% | Add +28.5% | 355,632 | $23.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +96.8% | 349,396 | $22.9M |
| Osaic Holdings, Inc. | 0.03% | Add +63.1% | 209,843 | $13.8M |
| Raymond James & Associates | 0.01% | Add +23.9% | 201,422 | $13.2M |
| American Planning Services, Inc. | 9.36% | Reduce -3.0% | 180,604 | $11.8M |
| Level Four Advisory Services, LLC | 0.42% | Add +7.7% | 155,014 | $10.1M |
| Investment Planning Advisors, Inc. | 5.09% | No change | 160,001 | $10.0M |
| MML Investors Services, LLC | 0.04% | Add +9.6% | 147,014 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.3% | 145,681 | $9.5M |
| Cetera Investment Advisers | 0.02% | Add +51.3% | 131,619 | $8.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +68.6% | 100,277 | $6.6M |
| Moneco Advisors, LLC | 0.77% | Add +107.3% | 94,974 | $6.2M |
| Cozad Asset Management Inc. | 0.58% | Add +17.7% | 92,950 | $6.1M |
| Fifth Third Securities, Inc. | 0.55% | Reduce -5.0% | 88,294 | $5.8M |
| IFP Advisors, Inc | 0.19% | New | 79,655 | $5.2M |
| SFG Wealth Management, LLC. | 2.50% | Reduce -0.0% | 71,793 | $4.7M |
| Castle Wealth Management LLC | 1.86% | Add +742.6% | 71,040 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | New | 68,260 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2225.0% | 59,939 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Add +42.1% | 53,117 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +155.6% | 52,082 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +239.9% | 44,907 | $2.9M |
| Truist Financial Corp. | 0.00% | New | 44,700 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -35.0% | 31,605 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Add +146.1% | 30,055 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +81.7% | 22,188 | $1.5M |
| Good Life Advisors, LLC | 0.07% | Add +0.1% | 18,279 | $1.2M |
| Sigma Planning Corp | 0.04% | New | 18,142 | $1.2M |
| MBL Wealth, LLC | 0.13% | New | 18,090 | $1.2M |
| World Investment Advisors | 0.03% | Add +1.7% | 12,994 | $852K |
| Raymond James Trust N.A. | 0.02% | Add +52.4% | 12,144 | $796K |
| Old Mission Capital LLC | 0.02% | Reduce -4.3% | 12,088 | $792K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 11,453 | $751K |
| Fort Point Capital Partners LLC | 0.09% | Add +83.8% | 11,034 | $723K |
| Capital Advisors, Ltd. LLC | 0.08% | Add +967.9% | 10,017 | $656K |
| Equitable Holdings, Inc. | 0.01% | Add +56.8% | 9,569 | $627K |
| Citadel Advisors | 0.00% | Reduce -20.2% | 8,982 | $589K |
| Private Advisor Group, LLC | 0.00% | Add +33.7% | 8,478 | $556K |
| Crestwood Advisors Group, LLC | 0.01% | New | 6,516 | $427K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +87.6% | 6,175 | $405K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,989 | $392K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.9% | 5,977 | $392K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +46.9% | 5,598 | $367K |
| Denver Wealth Management, Inc. | 0.16% | Add +19.0% | 5,258 | $345K |
| DAVENPORT & Co LLC | 0.00% | Add +1.8% | 4,176 | $274K |
| Parsons Capital Management Inc. | 0.02% | New | 4,100 | $269K |
| WNY Asset Management, LLC | 0.03% | New | 4,064 | $266K |
| Advisory Alpha, LLC | 0.01% | Add +20.1% | 3,927 | $257K |
| Tyler-Stone Wealth Management | 0.05% | New | 3,780 | $248K |
| Gentry Private Wealth, LLC | 0.18% | No change | 3,299 | $216K |
| Planning Directions Inc. | 0.12% | New | 3,083 | $202K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 3,078 | $202K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,836 | $186K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.2% | 1,715 | $112K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,500 | $98K |
| Global Retirement Partners, LLC | 0.00% | Add +3019.4% | 1,123 | $74K |
| US Bancorp \de | 0.00% | No change | 793 | $52K |
| Principal Securities, Inc. | 0.00% | No change | 571 | $37K |
| FMR LLC | 0.00% | No change | 41 | $3K |
"% of holder's portfolio" is JPEF's weight in each manager's 13F, not the share of JPMorgan Equity Focus ETF the manager owns.