JPMorgan Equity Focus ETFJPEFETF
13F holders, Q2 2025 (June 30)108holders +4
13new positions
10sold out
$70.13avg. 13F price*
At the end of Q2 2025, 108 institutions reported holding JPMorgan Equity Focus ETF (JPEF) in their 13F filings, up 4 from Q1 2025. 13 opened new positions and 10 sold out. The largest holders were Raymond James Financial Inc. ($137.4M), LPL Financial LLC ($83.8M) and MML Investors Services, LLC ($75.5M).
- Company
- JPMorgan Equity Focus ETF
- CUSIP
- 46654Q781
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $46.8M |
| Exits | 10 | $7.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,590,507 shares bought and 416,931 shares sold, net +2,173,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Raymond James Financial Inc. | 0.05% | Add +9.8% | 1,958,565 | $137.4M |
| LPL Financial LLC | 0.03% | Add +61.2% | 1,195,133 | $83.8M |
| MML Investors Services, LLC | 0.22% | Add +7.6% | 1,076,371 | $75.5M |
| Beaumont Financial Advisors, LLC | 3.55% | Add +102.2% | 699,354 | $49.1M |
| Osaic Holdings, Inc. | 0.07% | Add +29.1% | 558,669 | $39.2M |
| Commonwealth Equity Services, LLC | 0.05% | Add +9.3% | 532,493 | $37.3M |
| Investment Planning Advisors, Inc. | 11.95% | Add +8.1% | 482,072 | $33.8M |
| Jones Financial Companies LLLP | 0.02% | Add +58.1% | 367,880 | $25.7M |
| Cetera Investment Advisers | 0.04% | Add +22.7% | 334,092 | $23.4M |
| Balance Wealth Partners LLC | 13.42% | Add +103.7% | 326,863 | $22.9M |
| Thrivent Financial for Lutherans | 0.05% | New | 322,194 | $22.6M |
| Stratos Wealth Partners, LTD. | 0.30% | Add +3.2% | 314,949 | $22.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -22.9% | 291,588 | $20.5M |
| Leverty Financial Group, LLC | 5.99% | New | 285,994 | $20.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +15.4% | 253,545 | $17.8M |
| Avantax Advisory Services, Inc. | 0.09% | Add +5.2% | 236,329 | $16.6M |
| Moneco Advisors, LLC | 1.49% | Add +9.7% | 227,618 | $16.0M |
| Novem Group | 1.64% | Add +2.1% | 184,183 | $12.9M |
| Level Four Advisory Services, LLC | 0.44% | Reduce -1.2% | 169,821 | $11.9M |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 163,896 | $11.5M |
| Cozad Asset Management Inc. | 0.84% | Add +1.1% | 137,753 | $9.7M |
| SPC Financial, Inc. | 0.75% | Add +6.2% | 127,614 | $9.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +25.4% | 91,885 | $6.4M |
| Empire Life Investments Inc. | 0.38% | Reduce -30.6% | 84,300 | $5.9M |
| BridgePort Financial Solutions, LLC | 1.84% | Add +212.2% | 78,776 | $5.5M |
| DAVENPORT & Co LLC | 0.03% | Add +5.8% | 76,280 | $5.4M |
| Castle Wealth Management LLC | 1.90% | Add +3.8% | 74,549 | $5.2M |
| D.A. Davidson & Co. | 0.04% | Add +38.3% | 71,651 | $5.0M |
| Fifth Third Securities, Inc. | 0.37% | Reduce -18.4% | 71,067 | $5.0M |
| MBL Wealth, LLC | 0.47% | Add +80.9% | 70,565 | $4.9M |
| IFP Advisors, Inc | 0.14% | Reduce -20.3% | 70,280 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Add +33.1% | 69,703 | $4.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.4% | 69,335 | $4.9M |
| Truist Financial Corp. | 0.01% | Reduce -4.0% | 61,921 | $4.3M |
| Kingsview Wealth Management, LLC | 0.07% | Add +11.8% | 57,043 | $4.0M |
| Cary Street Partners Financial LLC | 0.10% | Add +1.8% | 49,536 | $3.5M |
| Crestwood Advisors Group, LLC | 0.06% | Add +14.9% | 44,743 | $3.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -8.6% | 40,273 | $2.8M |
| Thoroughbred Financial Services, LLC | 0.19% | Reduce -21.0% | 39,719 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +7.3% | 39,283 | $2.8M |
| Flagship Wealth Advisors, LLC | 1.00% | Add +0.3% | 37,652 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -13.1% | 36,008 | $2.5M |
| Good Life Advisors, LLC | 0.15% | Reduce -26.9% | 34,844 | $2.4M |
| Tyler-Stone Wealth Management | 0.38% | Add +12.1% | 33,602 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +6.7% | 24,732 | $1.7M |
| Ignite Planners, LLC | 0.30% | Reduce -2.5% | 24,014 | $1.7M |
| Integrity Wealth Advisors, Inc. | 0.90% | Add +73.1% | 18,330 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.15% | Add +5.2% | 17,359 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 16,120 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +286.3% | 15,764 | $1.1M |
| Fort Point Capital Partners LLC | 0.11% | Add +3.2% | 15,387 | $1.1M |
| Herold Advisors, Inc. | 0.23% | Add +14.4% | 15,315 | $1.1M |
| Morangie Management LLC | 0.91% | New | 15,020 | $1.1M |
| World Investment Advisors | 0.02% | No change | 13,139 | $922K |
| Prosperity Financial Group, Inc. | 0.34% | Add +4.7% | 11,352 | $796K |
| Private Advisor Group, LLC | 0.00% | Add +18.4% | 10,436 | $732K |
| Jane Street Group, LLC | 0.00% | Reduce -68.2% | 9,373 | $657K |
| Capital Advisors Wealth Management, LLC | 0.10% | Add +6.9% | 9,292 | $652K |
| 5T Wealth, LLC | 0.32% | New | 8,959 | $628K |
| Csenge Advisory Group | 0.03% | No change | 8,620 | $578K |
| First Citizens Financial Corp | 0.31% | No change | 8,110 | $569K |
| OneDigital Investment Advisors LLC | 0.01% | Add +4.0% | 8,008 | $562K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.6% | 7,344 | $520K |
| Brown Advisory Inc. | 0.00% | No change | 7,349 | $515K |
| Southland Equity Partners LLC | 0.11% | Add +112.2% | 7,187 | $504K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +43.7% | 7,136 | $501K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -16.8% | 6,943 | $487K |
| Modern Wealth Management, LLC | 0.01% | No change | 6,907 | $484K |
| Atlas Private Wealth Advisors | 0.06% | Add +54.5% | 6,490 | $455K |
| WNY Asset Management, LLC | 0.05% | Reduce -1.7% | 6,079 | $426K |
| Cora Capital Advisors LLC | 0.19% | Reduce -51.1% | 6,024 | $423K |
| Vienna Asset Management LLC | 0.25% | Reduce -91.3% | 5,222 | $366K |
| Essex Financial Services, Inc. | 0.02% | New | 4,973 | $349K |
| Denver Wealth Management, Inc. | 0.14% | No change | 4,883 | $342K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,759 | $334K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -28.1% | 4,747 | $333K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -42.4% | 4,596 | $322K |
| Advisory Alpha, LLC | 0.01% | Add +21.8% | 4,553 | $319K |
| Resources Management Corp. /CT/ | 0.04% | New | 4,357 | $306K |
| Parsons Capital Management Inc. | 0.02% | Add +0.7% | 4,200 | $295K |
| Mariner, LLC | 0.00% | Reduce -2.4% | 4,157 | $292K |
| Captrust Financial Advisors | 0.00% | Add +8.8% | 4,064 | $285K |
| Harbour Investments, Inc. | 0.01% | Reduce -13.1% | 4,021 | $282K |
| Carnegie Lake Advisors LLC | 0.10% | No change | 3,775 | $265K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 3,459 | $243K |
| Gentry Private Wealth, LLC | 0.18% | No change | 3,299 | $231K |
| Cwm, LLC | 0.00% | Reduce -20.0% | 3,132 | $220K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,836 | $199K |
| Private Trust Co. NA | 0.01% | No change | 1,994 | $140K |
| 3Chopt Investment Partners, LLC | 0.03% | Add +122.1% | 1,877 | $132K |
| Comerica Bank | 0.00% | Add +3.4% | 1,869 | $131K |
| UBS Group AG | 0.00% | Reduce -18.4% | 1,189 | $83K |
| Global Retirement Partners, LLC | 0.00% | — | 1,046 | $73K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +14.5% | 827 | $58K |
| US Bancorp \de | 0.00% | No change | 799 | $56K |
| Farther Finance Advisors, LLC | 0.00% | New | 787 | $55K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 714 | $50K |
| Principal Securities, Inc. | 0.00% | No change | 571 | $40K |
| Financial Network Wealth Advisors LLC | 0.04% | No change | 502 | $35K |
| Fifth Third Bancorp | 0.00% | New | 473 | $33K |
"% of holder's portfolio" is JPEF's weight in each manager's 13F, not the share of JPMorgan Equity Focus ETF the manager owns.