JPMorgan Equity Focus ETFJPEFETF
13F holders, Q4 2024 (December 31)94holders +32
33new positions
3sold out
1famous investor
$67.01avg. 13F price*
At the end of Q4 2024, 94 institutions reported holding JPMorgan Equity Focus ETF (JPEF) in their 13F filings, up 32 from Q3 2024. 33 opened new positions and 3 sold out. The largest holders were Raymond James Financial Inc. ($59.7M), Thrivent Financial for Lutherans ($58.2M) and LPL Financial LLC ($45.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $53.8M |
| Exits | 3 | $771K |
All 13F filers, Q3 2024 → Q4 2024: 2,022,127 shares bought and 214,624 shares sold, net +1,807,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Raymond James Financial Inc. | 0.02% | — | 888,922 | $59.7M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -11.5% | 867,405 | $58.2M |
| LPL Financial LLC | 0.02% | Add +7.3% | 684,680 | $45.9M |
| Beaumont Financial Advisors, LLC | 2.35% | Add +31.3% | 466,974 | $31.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +18.3% | 413,463 | $27.7M |
| MML Investors Services, LLC | 0.08% | Add +132.3% | 341,509 | $22.9M |
| Osaic Holdings, Inc. | 0.05% | Add +57.4% | 330,343 | $22.2M |
| Stratos Wealth Partners, LTD. | 0.28% | New | 296,775 | $19.9M |
| Investment Planning Advisors, Inc. | 7.79% | Add +66.1% | 265,768 | $17.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +45.1% | 211,396 | $14.2M |
| Cetera Investment Advisers | 0.03% | Add +53.0% | 201,430 | $13.5M |
| Level Four Advisory Services, LLC | 0.45% | Add +4.7% | 162,299 | $10.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +56.3% | 156,736 | $10.5M |
| Moneco Advisors, LLC | 1.03% | Add +53.3% | 145,558 | $9.8M |
| Cozad Asset Management Inc. | 0.84% | Add +44.4% | 134,203 | $9.0M |
| Novem Group | 1.29% | — | 129,246 | $8.7M |
| Empire Life Investments Inc. | 0.52% | New | 122,400 | $8.2M |
| Jones Financial Companies LLLP | 0.01% | Add +134.7% | 122,227 | $8.2M |
| SPC Financial, Inc. | 0.67% | New | 114,688 | $7.7M |
| Royal Bank of Canada | 0.00% | Add +131.3% | 103,856 | $7.0M |
| Fifth Third Securities, Inc. | 0.51% | Add +1.1% | 89,274 | $6.0M |
| IFP Advisors, Inc | 0.18% | Add +2.9% | 81,932 | $5.5M |
| SFG Wealth Management, LLC. | 2.67% | Add +5.5% | 75,748 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.4% | 72,759 | $4.9M |
| Castle Wealth Management LLC | 1.78% | Reduce -5.1% | 67,448 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +46.8% | 65,624 | $4.4M |
| Cary Street Partners Financial LLC | 0.11% | — | 50,804 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.8% | 42,075 | $2.8M |
| Vienna Asset Management LLC | 1.77% | New | 38,960 | $2.6M |
| Kingsview Wealth Management, LLC | 0.05% | New | 37,207 | $2.5M |
| Stifel Financial Corp. | 0.00% | New | 35,432 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Add +5.5% | 31,716 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -3.5% | 30,496 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +34.0% | 29,728 | $2.0M |
| Citadel Advisors | 0.00% | Add +215.2% | 28,315 | $1.9M |
| MBL Wealth, LLC | 0.19% | Add +53.8% | 27,823 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | New | 26,880 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.41% | New | 26,020 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +334.5% | 25,972 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | New | 21,031 | $1.4M |
| Crestwood Advisors Group, LLC | 0.03% | Add +209.2% | 20,148 | $1.4M |
| Good Life Advisors, LLC | 0.09% | Add +2.2% | 18,686 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -2.9% | 17,615 | $1.2M |
| BridgePort Financial Solutions, LLC | 0.48% | — | 15,985 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +48.3% | 14,193 | $952K |
| DAVENPORT & Co LLC | 0.01% | Add +239.6% | 14,182 | $952K |
| Capital Advisors, Ltd. LLC | 0.12% | Add +39.9% | 14,014 | $940K |
| World Investment Advisors | 0.02% | Add +1.1% | 13,139 | $882K |
| Fort Point Capital Partners LLC | 0.09% | Add +9.8% | 12,111 | $813K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 11,453 | $774K |
| Tyler-Stone Wealth Management | 0.14% | Add +199.7% | 11,328 | $760K |
| Strategic Wealth Investment Group, LLC | 0.04% | New | 21,320 | $696K |
| Lodestar Private Asset Management LLC | 0.08% | New | 9,052 | $607K |
| OneDigital Investment Advisors LLC | 0.01% | Add +48.4% | 8,890 | $597K |
| Private Advisor Group, LLC | 0.00% | Add +1.9% | 8,642 | $580K |
| Integrity Wealth Advisors, Inc. | 0.41% | — | 8,228 | $552K |
| Cora Capital Advisors LLC | 0.25% | New | 7,830 | $525K |
| Csenge Advisory Group | 0.03% | New | 7,662 | $514K |
| Capital Advisors Wealth Management, LLC | 0.09% | Add +18.3% | 7,306 | $490K |
| Harbour Investments, Inc. | 0.01% | New | 6,767 | $454K |
| Parsons Capital Management Inc. | 0.02% | Add +39.4% | 5,715 | $384K |
| Snowden Capital Advisors LLC | 0.01% | New | 5,253 | $353K |
| Denver Wealth Management, Inc. | 0.15% | Reduce -7.1% | 4,883 | $328K |
| Herold Advisors, Inc. | 0.07% | New | 4,704 | $316K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.4% | 4,485 | $301K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,316 | $290K |
| Old Mission Capital LLC | 0.01% | Reduce -67.0% | 3,987 | $268K |
| Advisory Alpha, LLC | 0.01% | Reduce -4.8% | 3,738 | $251K |
| WNY Asset Management, LLC | 0.03% | Reduce -14.6% | 3,472 | $233K |
| Modern Wealth Management, LLC | 0.01% | New | 3,445 | $231K |
| Mariner, LLC | 0.00% | New | 3,437 | $231K |
| Gentry Private Wealth, LLC | 0.92% | No change | 3,299 | $221K |
| Tennessee Valley Asset Management Partners | 0.03% | New | 3,026 | $203K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 3,024 | $203K |
| Institute for Wealth Management, LLC. | 0.03% | New | 3,012 | $202K |
| Carnegie Lake Advisors LLC | 0.08% | New | 2,990 | $201K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,836 | $190K |
| Private Trust Co. NA | 0.01% | New | 2,017 | $135K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.1% | 1,854 | $124K |
| Comerica Bank | 0.00% | New | 1,833 | $123K |
| UBS Group AG | 0.00% | New | 1,332 | $89K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,123 | $75K |
| US Bancorp \de | 0.00% | Add +0.8% | 799 | $54K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 714 | $48K |
| Principal Securities, Inc. | 0.00% | No change | 571 | $38K |
| Financial Network Wealth Advisors LLC | 0.06% | New | 502 | $34K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -66.6% | 501 | $34K |
| Blair William & Co. | 0.00% | New | 500 | $34K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 278 | $19K |
| Geneos Wealth Management Inc. | 0.00% | New | 151 | $10K |
| AE Wealth Management LLC | 0.00% | New | 70 | $5K |
| FMR LLC | 0.00% | Add +14.6% | 47 | $3K |
| MAI Capital Management | 0.00% | New | 20 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | — | 13 | $873 |
"% of holder's portfolio" is JPEF's weight in each manager's 13F, not the share of JPMorgan Equity Focus ETF the manager owns.