JPMorgan Equity Focus ETFJPEFETF
13F holders, Q4 2025 (December 31)124holders +6
12new positions
6sold out
1famous investor
$74.69avg. 13F price*
At the end of Q4 2025, 124 institutions reported holding JPMorgan Equity Focus ETF (JPEF) in their 13F filings, up 6 from Q3 2025. 12 opened new positions and 6 sold out. The largest holders were Raymond James Financial Inc. ($165.8M), LPL Financial LLC ($89.9M) and MML Investors Services, LLC ($65.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $30.2M |
| Exits | 6 | $1.5M |
All 13F filers, Q3 2025 → Q4 2025: 761,316 shares bought and 275,963 shares sold, net +485,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Raymond James Financial Inc. | 0.05% | Add +2.0% | 2,219,880 | $165.8M |
| LPL Financial LLC | 0.02% | Add +1.9% | 1,203,838 | $89.9M |
| MML Investors Services, LLC | 0.16% | Reduce -2.5% | 872,986 | $65.2M |
| Cetera Investment Advisers | 0.04% | Add +2.1% | 551,670 | $41.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -4.1% | 530,018 | $39.6M |
| Osaic Holdings, Inc. | 0.06% | Reduce -4.3% | 519,190 | $38.8M |
| Beaumont Financial Advisors, LLC | 2.52% | Reduce -1.3% | 513,115 | $38.3M |
| Jones Financial Companies LLLP | 0.02% | Add +9.7% | 512,759 | $38.3M |
| Balance Wealth Partners LLC | 8.72% | Add +5.7% | 363,655 | $27.2M |
| Leverty Financial Group, LLC | 5.75% | Add +0.3% | 322,105 | $24.1M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +2.6% | 319,251 | $23.8M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -19.1% | 241,963 | $18.1M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 232,478 | $17.4M |
| Moneco Advisors, LLC | 1.38% | Add +3.7% | 232,019 | $17.3M |
| Thrivent Financial for Lutherans | 0.03% | New | 220,287 | $16.5M |
| Novem Group | 1.57% | Reduce -0.5% | 181,327 | $13.5M |
| AlphaCore Capital LLC | 0.24% | New | 143,956 | $10.8M |
| Cozad Asset Management Inc. | 0.81% | Reduce -0.1% | 140,740 | $10.5M |
| Level Four Advisory Services, LLC | 0.29% | Add +1.6% | 119,713 | $8.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.2% | 113,630 | $8.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.7% | 100,322 | $7.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.3% | 93,254 | $7.0M |
| DAVENPORT & Co LLC | 0.04% | Add +8.3% | 88,240 | $6.6M |
| Crestwood Advisors Group, LLC | 0.10% | Add +52.1% | 83,606 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +11.0% | 79,092 | $5.9M |
| MBL Wealth, LLC | 0.45% | Add +3.0% | 75,575 | $5.6M |
| Castle Wealth Management LLC | 1.71% | Reduce -5.1% | 69,038 | $5.2M |
| Investment Planning Advisors, Inc. | 1.39% | Add +3.9% | 63,724 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +26.8% | 63,019 | $4.7M |
| D.A. Davidson & Co. | 0.03% | Add +2.6% | 61,332 | $4.6M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -17.6% | 54,738 | $4.1M |
| IFP Advisors, Inc | 0.08% | Add +0.2% | 49,871 | $3.7M |
| Empire Life Investments Inc. | 0.19% | Reduce -36.5% | 44,279 | $3.3M |
| Fifth Third Securities, Inc. | 0.21% | Reduce -19.9% | 43,639 | $3.3M |
| Thoroughbred Financial Services, LLC | 0.17% | Reduce -7.7% | 38,689 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 38,271 | $2.9M |
| Flagship Wealth Advisors, LLC | 0.82% | Add +0.3% | 37,738 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -4.5% | 36,535 | $2.7M |
| SFG Wealth Management, LLC. | 1.07% | Reduce -35.0% | 36,366 | $2.7M |
| Mutual Advisors, LLC | 0.06% | Add +9.6% | 36,126 | $2.7M |
| D L Carlson Investment Group Inc. | 0.43% | Add +8.8% | 34,220 | $2.6M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -3.8% | 34,199 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -29.2% | 32,644 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +5698.4% | 31,659 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.4% | 30,619 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +12.6% | 26,553 | $2.0M |
| Ignite Planners, LLC | 0.26% | Reduce -1.5% | 22,814 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +158.9% | 21,365 | $1.6M |
| Herold Advisors, Inc. | 0.30% | Add +9.9% | 17,908 | $1.3M |
| First Citizens Financial Corp | 0.64% | Add +10.7% | 17,443 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.13% | Reduce -6.1% | 15,294 | $1.1M |
| Morangie Management LLC | 0.89% | No change | 15,020 | $1.1M |
| Cora Capital Advisors LLC | 0.43% | Add +44.9% | 14,777 | $1.1M |
| Southland Equity Partners LLC | 0.21% | Add +33.2% | 14,555 | $1.1M |
| 5T Wealth, LLC | 0.40% | Add +38.3% | 13,415 | $1.0M |
| World Investment Advisors | 0.02% | Add +0.7% | 13,217 | $987K |
| Willow Financial LLC | 0.98% | — | 12,952 | $967K |
| Prosperity Financial Group, Inc. | 0.35% | Reduce -3.9% | 12,865 | $961K |
| Capital Advisors Wealth Management, LLC | 0.11% | Add +4.0% | 10,928 | $816K |
| Private Advisor Group, LLC | 0.00% | Add +1.4% | 10,280 | $768K |
| Smith Shellnut Wilson LLC | 0.29% | Add +197.2% | 10,231 | $764K |
| United Capital Financial Advisors, LLC | 0.00% | New | 10,134 | $756K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +31.4% | 9,613 | $718K |
| Capital Analysts, LLC | 0.02% | Add +282.3% | 9,478 | $708K |
| Citadel Advisors | 0.00% | Add +58.5% | 9,235 | $690K |
| Modern Wealth Management, LLC | 0.01% | Add +25.6% | 8,674 | $648K |
| Integrity Wealth Advisors, Inc. | 0.44% | Reduce -54.1% | 8,441 | $630K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.1% | 8,093 | $604K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.1% | 7,864 | $587K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.7% | 7,383 | $551K |
| Csenge Advisory Group | 0.02% | Reduce -6.3% | 7,309 | $546K |
| Atlas Private Wealth Advisors | 0.10% | Add +23.5% | 5,987 | $447K |
| Vienna Asset Management LLC | 0.24% | Add +71.4% | 5,631 | $421K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,431 | $406K |
| Ameriprise Financial Inc. | 0.00% | New | 5,224 | $390K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,973 | $371K |
| Denver Wealth Management, Inc. | 0.13% | No change | 4,883 | $365K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +9.2% | 4,655 | $348K |
| Morgan Stanley | 0.00% | Add +2.6% | 4,605 | $344K |
| Parsons Capital Management Inc. | 0.02% | Add +6.5% | 4,469 | $334K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -3.4% | 4,366 | $326K |
| Resources Management Corp. /CT/ | 0.04% | No change | 4,357 | $325K |
| Brown Advisory Inc. | 0.00% | No change | 4,248 | $317K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -41.5% | 4,197 | $316K |
| NCP Inc. | 0.25% | New | 4,154 | $310K |
| Mariner, LLC | 0.00% | Add +3.2% | 4,139 | $309K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -10.9% | 3,830 | $286K |
| Advisory Alpha, LLC | 0.01% | Add +4.4% | 3,729 | $279K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.0% | 3,639 | $272K |
| Northland Securities, Inc. | 0.24% | — | 3,392 | $253K |
| StoneX Group Inc. | 0.01% | New | 3,302 | $247K |
| Gentry Private Wealth, LLC | 0.16% | No change | 3,299 | $246K |
| GoalVest Advisory LLC | 0.05% | New | 3,299 | $246K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -25.0% | 3,216 | $240K |
| Independent Financial Group, LLC | 0.00% | Add +8.3% | 2,950 | $220K |
| Cibc World Market Inc. | 0.00% | New | 2,874 | $215K |
| HBK Sorce Advisory LLC | 0.00% | New | 2,818 | $213K |
| Carnegie Lake Advisors LLC | 0.08% | Reduce -10.4% | 2,850 | $213K |
| UBS Group AG | 0.00% | Reduce -62.3% | 2,089 | $156K |
| 3Chopt Investment Partners, LLC | 0.03% | Add +0.4% | 1,885 | $141K |
| Comerica Bank | 0.00% | No change | 1,869 | $140K |
| International Assets Investment Management, LLC | 0.01% | New | 1,797 | $134K |
| Bank of America Corp. | 0.00% | Add +760.5% | 1,721 | $129K |
| Private Trust Co. NA | 0.01% | No change | 1,714 | $128K |
| Qube Research & Technologies Ltd | 0.00% | Add +28.9% | 933 | $70K |
| Root Financial Partners, LLC | 0.00% | Add +470.8% | 879 | $66K |
| Global Retirement Partners, LLC | 0.00% | Reduce -16.6% | 872 | $65K |
| US Bancorp \de | 0.00% | Add +0.6% | 804 | $60K |
| Godsey & Gibb, Inc. | 0.01% | New | 773 | $58K |
| 1015 Capital Partners, LLC | 0.06% | — | 750 | $56K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 714 | $53K |
| Cwm, LLC | 0.00% | No change | 700 | $52K |
| Financial Network Wealth Advisors LLC | 0.04% | No change | 502 | $37K |
| Fifth Third Bancorp | 0.00% | No change | 473 | $35K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.2% | 391 | $29K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 278 | $21K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 270 | $20K |
| Realta Investment Advisors | 0.01% | Add +822.7% | 203 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -28.4% | 116 | $9K |
| AE Wealth Management LLC | 0.00% | Add +70.2% | 114 | $9K |
| Johnson Financial Group, Inc. | 0.00% | No change | 56 | $4K |
| FMR LLC | 0.00% | No change | 41 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 24 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 13 | $971 |
"% of holder's portfolio" is JPEF's weight in each manager's 13F, not the share of JPMorgan Equity Focus ETF the manager owns.