JPMorgan Equity Focus ETFJPEFETF
13F holders, Q3 2025 (September 30)118holders +10
16new positions
3sold out
1famous investor
$74.02avg. 13F price*
At the end of Q3 2025, 118 institutions reported holding JPMorgan Equity Focus ETF (JPEF) in their 13F filings, up 10 from Q2 2025. 16 opened new positions and 3 sold out. The largest holders were Raymond James Financial Inc. ($161.3M), LPL Financial LLC ($87.5M) and MML Investors Services, LLC ($66.4M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $12.2M |
| Exits | 3 | $29.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,015,084 shares bought and 1,623,492 shares sold, net −608,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Raymond James Financial Inc. | 0.05% | Add +11.2% | 2,177,270 | $161.3M |
| LPL Financial LLC | 0.03% | Reduce -1.2% | 1,180,869 | $87.5M |
| MML Investors Services, LLC | 0.18% | Reduce -16.8% | 895,791 | $66.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +3.8% | 552,813 | $41.0M |
| Cetera Investment Advisers | 0.05% | Add +61.8% | 540,522 | $40.0M |
| Osaic Holdings, Inc. | 0.06% | Reduce -2.9% | 542,682 | $39.5M |
| Beaumont Financial Advisors, LLC | 2.58% | Reduce -25.6% | 519,939 | $38.5M |
| Jones Financial Companies LLLP | 0.02% | Add +27.1% | 467,570 | $34.6M |
| Balance Wealth Partners LLC | 6.30% | Add +5.3% | 344,092 | $25.5M |
| Leverty Financial Group, LLC | 6.17% | Add +12.2% | 320,995 | $23.8M |
| Stratos Wealth Partners, LTD. | 0.27% | Reduce -1.2% | 311,055 | $23.0M |
| Janney Montgomery Scott LLC | 0.05% | Add +18.0% | 299,140 | $22.2M |
| Moneco Advisors, LLC | 1.38% | Reduce -1.7% | 223,779 | $16.6M |
| Royal Bank of Canada | 0.00% | Add +31.5% | 215,570 | $16.0M |
| Novem Group | 1.61% | Reduce -1.1% | 182,244 | $13.5M |
| SPC Financial, Inc. | 0.82% | Add +11.4% | 142,141 | $10.5M |
| Cozad Asset Management Inc. | 0.83% | Add +2.3% | 140,892 | $10.4M |
| Level Four Advisory Services, LLC | 0.30% | Reduce -30.6% | 117,817 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -60.5% | 115,023 | $8.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +8.4% | 99,624 | $7.4M |
| DAVENPORT & Co LLC | 0.03% | Add +6.8% | 81,440 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.7% | 78,159 | $5.8M |
| MBL Wealth, LLC | 0.48% | Add +4.0% | 73,404 | $5.4M |
| Castle Wealth Management LLC | 1.82% | Reduce -2.5% | 72,725 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2.2% | 71,237 | $5.3M |
| Empire Life Investments Inc. | 0.30% | Reduce -17.3% | 69,700 | $5.2M |
| Cary Street Partners Financial LLC | 0.13% | Add +34.1% | 66,422 | $4.9M |
| Investment Planning Advisors, Inc. | 1.43% | Reduce -87.3% | 61,351 | $4.5M |
| D.A. Davidson & Co. | 0.03% | Reduce -16.5% | 59,803 | $4.4M |
| SFG Wealth Management, LLC. | 1.80% | New | 55,964 | $4.1M |
| Crestwood Advisors Group, LLC | 0.07% | Add +22.9% | 54,972 | $4.1M |
| Fifth Third Securities, Inc. | 0.28% | Reduce -23.4% | 54,466 | $4.0M |
| IFP Advisors, Inc | 0.10% | Reduce -29.2% | 49,752 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +38.0% | 49,694 | $3.7M |
| Truist Financial Corp. | 0.00% | Reduce -25.6% | 46,091 | $3.4M |
| Thoroughbred Financial Services, LLC | 0.19% | Add +5.5% | 41,925 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 39,072 | $2.9M |
| Equitable Holdings, Inc. | 0.02% | Reduce -5.0% | 38,260 | $2.8M |
| Flagship Wealth Advisors, LLC | 0.92% | Reduce -0.1% | 37,623 | $2.8M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -37.7% | 35,559 | $2.6M |
| Mutual Advisors, LLC | 0.05% | New | 32,970 | $2.5M |
| D L Carlson Investment Group Inc. | 0.39% | New | 31,465 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +76.0% | 27,739 | $2.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +2897.7% | 23,592 | $1.7M |
| Ignite Planners, LLC | 0.28% | Reduce -3.5% | 23,164 | $1.7M |
| Integrity Wealth Advisors, Inc. | 0.49% | Add +0.4% | 18,402 | $1.4M |
| Herold Advisors, Inc. | 0.28% | Add +6.4% | 16,292 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.14% | Reduce -6.2% | 16,292 | $1.2M |
| First Citizens Financial Corp | 0.58% | Add +94.3% | 15,762 | $1.2M |
| Morangie Management LLC | 0.96% | No change | 15,020 | $1.1M |
| Prosperity Financial Group, Inc. | 0.36% | Add +17.9% | 13,389 | $992K |
| World Investment Advisors | 0.02% | Reduce -0.1% | 13,125 | $972K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,411 | $845K |
| Southland Equity Partners LLC | 0.16% | Add +52.0% | 10,926 | $810K |
| Capital Advisors Wealth Management, LLC | 0.11% | Add +13.0% | 10,503 | $778K |
| Cora Capital Advisors LLC | 0.32% | Add +69.3% | 10,199 | $756K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.9% | 10,139 | $751K |
| Apexium Financial, LP | 0.04% | New | 10,134 | $751K |
| 5T Wealth, LLC | 0.31% | Add +8.2% | 9,697 | $718K |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.8% | 8,253 | $611K |
| Snowden Capital Advisors LLC | 0.02% | Add +15.6% | 8,029 | $595K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 8,008 | $593K |
| Csenge Advisory Group | 0.03% | Reduce -9.5% | 7,801 | $578K |
| Mercer Global Advisors Inc. | 0.00% | Add +54.0% | 7,331 | $543K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.5% | 7,317 | $542K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.4% | 7,168 | $532K |
| Modern Wealth Management, LLC | 0.01% | No change | 6,907 | $512K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 6,719 | $498K |
| Citadel Advisors | 0.00% | New | 5,825 | $432K |
| UBS Group AG | 0.00% | Add +366.4% | 5,546 | $411K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,973 | $368K |
| Denver Wealth Management, Inc. | 0.13% | No change | 4,883 | $362K |
| Atlas Private Wealth Advisors | 0.09% | Reduce -25.3% | 4,847 | $359K |
| WNY Asset Management, LLC | 0.03% | Reduce -25.6% | 4,520 | $335K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -1.7% | 4,519 | $335K |
| Morgan Stanley | 0.00% | Add +12725.7% | 4,489 | $333K |
| Resources Management Corp. /CT/ | 0.04% | No change | 4,357 | $323K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -82.6% | 4,300 | $319K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -9.7% | 4,289 | $318K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +23.3% | 4,264 | $316K |
| Brown Advisory Inc. | 0.00% | Reduce -42.2% | 4,248 | $315K |
| Parsons Capital Management Inc. | 0.02% | Reduce -0.1% | 4,198 | $311K |
| Mariner, LLC | 0.00% | Reduce -3.5% | 4,012 | $297K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.7% | 3,871 | $287K |
| Advisory Alpha, LLC | 0.01% | Reduce -21.6% | 3,571 | $265K |
| Smith Shellnut Wilson LLC | 0.10% | New | 3,442 | $255K |
| Gentry Private Wealth, LLC | 0.17% | No change | 3,299 | $244K |
| Vienna Asset Management LLC | 0.15% | Reduce -37.1% | 3,286 | $243K |
| Carnegie Lake Advisors LLC | 0.09% | Reduce -15.8% | 3,180 | $236K |
| Jane Street Group, LLC | 0.00% | Reduce -66.5% | 3,138 | $232K |
| Captrust Financial Advisors | 0.00% | Reduce -29.0% | 2,887 | $214K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,836 | $210K |
| Independent Financial Group, LLC | 0.00% | New | 2,725 | $202K |
| Capital Analysts, LLC | 0.01% | New | 2,479 | $184K |
| 3Chopt Investment Partners, LLC | 0.03% | No change | 1,877 | $139K |
| Comerica Bank | 0.00% | No change | 1,869 | $138K |
| Private Trust Co. NA | 0.01% | Reduce -14.0% | 1,714 | $127K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,046 | $77K |
| US Bancorp \de | 0.00% | No change | 799 | $59K |
| Qube Research & Technologies Ltd | 0.00% | New | 724 | $54K |
"% of holder's portfolio" is JPEF's weight in each manager's 13F, not the share of JPMorgan Equity Focus ETF the manager owns.