JPMorgan Equity Focus ETFJPEFETF
13F holders, Q1 2025 (March 31)104holders +10
20new positions
10sold out
1famous investor
$63.64avg. 13F price*
At the end of Q1 2025, 104 institutions reported holding JPMorgan Equity Focus ETF (JPEF) in their 13F filings, up 10 from Q4 2024. 20 opened new positions and 10 sold out. The largest holders were Raymond James Financial Inc. ($113.5M), MML Investors Services, LLC ($63.7M) and LPL Financial LLC ($47.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $22.1M |
| Exits | 10 | $61.1M |
All 13F filers, Q4 2024 → Q1 2025: 3,315,254 shares bought and 1,095,595 shares sold, net +2,219,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Raymond James Financial Inc. | 0.04% | Add +100.6% | 1,783,361 | $113.5M |
| MML Investors Services, LLC | 0.21% | Add +192.9% | 1,000,182 | $63.7M |
| LPL Financial LLC | 0.02% | Add +8.3% | 741,474 | $47.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +17.9% | 487,379 | $31.0M |
| Investment Planning Advisors, Inc. | 11.53% | Add +67.7% | 445,768 | $28.4M |
| Osaic Holdings, Inc. | 0.06% | Add +31.1% | 432,898 | $27.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +78.9% | 378,178 | $24.1M |
| Beaumont Financial Advisors, LLC | 1.73% | Reduce -25.9% | 345,965 | $22.0M |
| Stratos Wealth Partners, LTD. | 0.30% | Add +2.9% | 305,316 | $19.4M |
| Cetera Investment Advisers | 0.03% | Add +35.1% | 272,186 | $17.3M |
| Jones Financial Companies LLLP | 0.01% | Add +90.3% | 232,625 | $14.7M |
| Avantax Advisory Services, Inc. | 0.09% | New | 224,649 | $14.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +40.2% | 219,773 | $14.0M |
| Moneco Advisors, LLC | 1.37% | Add +42.5% | 207,484 | $13.2M |
| Novem Group | 1.62% | Add +39.5% | 180,300 | $11.5M |
| Level Four Advisory Services, LLC | 0.45% | Add +5.9% | 171,945 | $10.9M |
| Royal Bank of Canada | 0.00% | Add +63.1% | 169,423 | $10.8M |
| Balance Wealth Partners LLC | 6.64% | — | 160,467 | $10.2M |
| Cozad Asset Management Inc. | 0.87% | Add +1.5% | 136,202 | $8.7M |
| Empire Life Investments Inc. | 0.50% | Reduce -0.7% | 121,530 | $7.7M |
| SPC Financial, Inc. | 0.67% | Add +4.8% | 120,144 | $7.6M |
| IFP Advisors, Inc | 0.17% | Add +7.6% | 88,142 | $5.6M |
| Fifth Third Securities, Inc. | 0.47% | Reduce -2.5% | 87,044 | $5.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.9% | 82,903 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +172.7% | 73,301 | $4.7M |
| DAVENPORT & Co LLC | 0.03% | Add +408.2% | 72,067 | $4.6M |
| Castle Wealth Management LLC | 1.79% | Add +6.5% | 71,834 | $4.6M |
| SFG Wealth Management, LLC. | 2.02% | Reduce -14.3% | 64,952 | $4.1M |
| Truist Financial Corp. | 0.01% | Reduce -1.7% | 64,489 | $4.1M |
| Vienna Asset Management LLC | 3.02% | Add +54.0% | 60,015 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +24.5% | 52,375 | $3.3M |
| D.A. Davidson & Co. | 0.03% | Add +63.3% | 51,796 | $3.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +37.2% | 51,042 | $3.2M |
| Thoroughbred Financial Services, LLC | 0.20% | Add +69.2% | 50,289 | $3.2M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -4.3% | 48,642 | $3.1M |
| Good Life Advisors, LLC | 0.21% | Add +155.2% | 47,679 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Add +210.3% | 44,046 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +59.5% | 41,418 | $2.6M |
| MBL Wealth, LLC | 0.25% | Add +40.2% | 39,000 | $2.5M |
| Crestwood Advisors Group, LLC | 0.05% | Add +93.3% | 38,954 | $2.5M |
| Flagship Wealth Advisors, LLC | 1.01% | New | 37,519 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +3.3% | 36,602 | $2.3M |
| Tyler-Stone Wealth Management | 0.34% | Add +164.7% | 29,982 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -3.3% | 29,498 | $1.9M |
| BridgePort Financial Solutions, LLC | 0.72% | Add +57.8% | 25,230 | $1.6M |
| Ignite Planners, LLC | 0.31% | New | 24,636 | $1.6M |
| Eldridge Investment Advisors, Inc. | 0.35% | Reduce -9.4% | 23,568 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +10.3% | 23,188 | $1.5M |
| Capital Advisors, Ltd. LLC | 0.14% | Add +17.7% | 16,498 | $1.1M |
| Fort Point Capital Partners LLC | 0.11% | Add +23.2% | 14,916 | $950K |
| Herold Advisors, Inc. | 0.19% | Add +184.7% | 13,392 | $853K |
| World Investment Advisors | 0.02% | No change | 13,139 | $836K |
| Cora Capital Advisors LLC | 0.38% | Add +57.3% | 12,320 | $784K |
| Prosperity Financial Group, Inc. | 0.34% | New | 10,843 | $690K |
| Integrity Wealth Advisors, Inc. | 0.49% | Add +28.7% | 10,592 | $674K |
| Private Advisor Group, LLC | 0.00% | Add +2.0% | 8,813 | $561K |
| Capital Advisors Wealth Management, LLC | 0.10% | Add +18.9% | 8,690 | $553K |
| Snowden Capital Advisors LLC | 0.02% | Add +58.8% | 8,342 | $531K |
| Csenge Advisory Group | 0.03% | Add +12.5% | 8,620 | $519K |
| First Citizens Financial Corp | 0.29% | New | 8,110 | $516K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -11.9% | 7,976 | $508K |
| Citadel Advisors | 0.00% | Reduce -72.4% | 7,806 | $497K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -13.4% | 7,699 | $490K |
| Brown Advisory Inc. | 0.00% | New | 7,349 | $468K |
| Modern Wealth Management, LLC | 0.01% | Add +100.5% | 6,907 | $440K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 6,607 | $421K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +47.2% | 6,353 | $404K |
| WNY Asset Management, LLC | 0.05% | Add +78.1% | 6,183 | $394K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,108 | $325K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -51.6% | 5,548 | $318K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +64.2% | 4,965 | $316K |
| Denver Wealth Management, Inc. | 0.14% | No change | 4,883 | $311K |
| Harbour Investments, Inc. | 0.01% | Reduce -31.6% | 4,627 | $295K |
| Mariner, LLC | 0.00% | Add +23.9% | 4,259 | $271K |
| Atlas Private Wealth Advisors | 0.04% | New | 4,200 | $267K |
| Parsons Capital Management Inc. | 0.01% | Reduce -27.0% | 4,173 | $266K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +120.1% | 4,081 | $260K |
| Cwm, LLC | 0.00% | New | 3,915 | $249K |
| Carnegie Lake Advisors LLC | 0.10% | Add +26.3% | 3,775 | $240K |
| Advisory Alpha, LLC | 0.01% | No change | 3,738 | $238K |
| Captrust Financial Advisors | 0.00% | New | 3,736 | $238K |
| Southland Equity Partners LLC | 0.05% | New | 3,387 | $216K |
| Gentry Private Wealth, LLC | 0.17% | No change | 3,299 | $210K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,836 | $181K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,011 | $128K |
| BlackRock, Inc. | 0.00% | New | 2,000 | $127K |
| Private Trust Co. NA | 0.01% | Reduce -1.1% | 1,994 | $127K |
| Comerica Bank | 0.00% | Reduce -1.4% | 1,807 | $115K |
| UBS Group AG | 0.00% | Add +9.5% | 1,458 | $93K |
| Continuum Advisory, LLC | 0.01% | New | 874 | $56K |
| 3Chopt Investment Partners, LLC | 0.01% | New | 845 | $54K |
| US Bancorp \de | 0.00% | No change | 799 | $51K |
| Hazlett, Burt & Watson, Inc. | 0.02% | New | 722 | $46K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 714 | $45K |
| Principal Securities, Inc. | 0.00% | No change | 571 | $38K |
| Financial Network Wealth Advisors LLC | 0.04% | No change | 502 | $32K |
| Blair William & Co. | 0.00% | No change | 500 | $32K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 278 | $18K |
| Hantz Financial Services, Inc. | 0.00% | New | 191 | $12K |
| AE Wealth Management LLC | 0.00% | Reduce -4.3% | 67 | $4K |
"% of holder's portfolio" is JPEF's weight in each manager's 13F, not the share of JPMorgan Equity Focus ETF the manager owns.