JPMorgan Equity Focus ETFJPEFETF
13F holders, Q1 2026 (March 31)125holders +1
19new positions
17sold out
$71.71avg. 13F price*
At the end of Q1 2026, 125 institutions reported holding JPMorgan Equity Focus ETF (JPEF) in their 13F filings, up 1 from Q4 2025. 19 opened new positions and 17 sold out. The largest holders were Raymond James Financial Inc. ($138.3M), Avantax Planning Partners, Inc. ($128.4M) and LPL Financial LLC ($94.5M).
- Company
- JPMorgan Equity Focus ETF
- CUSIP
- 46654Q781
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $141.4M |
| Exits | 17 | $26.0M |
All 13F filers, Q4 2025 → Q1 2026: 3,847,042 shares bought and 1,518,936 shares sold, net +2,328,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Raymond James Financial Inc. | 0.04% | Reduce -13.2% | 1,925,866 | $138.3M |
| Avantax Planning Partners, Inc. | 3.52% | New | 1,787,833 | $128.4M |
| LPL Financial LLC | 0.03% | Add +9.3% | 1,315,349 | $94.5M |
| Cetera Investment Advisers | 0.08% | Add +94.9% | 1,075,233 | $77.2M |
| MML Investors Services, LLC | 0.13% | Reduce -22.9% | 673,133 | $48.3M |
| Morgan Stanley | 0.00% | Add +12936.7% | 600,341 | $43.1M |
| Commonwealth Equity Services, LLC | 0.06% | Add +5.0% | 556,296 | $39.9M |
| Jones Financial Companies LLLP | 0.02% | Add +0.9% | 517,225 | $36.2M |
| Osaic Holdings, Inc. | 0.05% | Reduce -13.1% | 450,969 | $32.4M |
| Beaumont Financial Advisors, LLC | 1.94% | Reduce -23.4% | 392,979 | $28.2M |
| Stratos Wealth Partners, LTD. | 0.29% | Add +9.6% | 349,984 | $25.1M |
| Leverty Financial Group, LLC | 5.39% | Add +5.3% | 339,216 | $24.4M |
| Balance Wealth Partners LLC | 5.99% | Reduce -26.2% | 268,448 | $19.3M |
| Royal Bank of Canada | 0.00% | Add +11.6% | 259,526 | $18.6M |
| Wells Fargo & Company | 0.00% | Add +685.4% | 248,655 | $17.9M |
| Moneco Advisors, LLC | 1.22% | Reduce -5.5% | 219,224 | $15.7M |
| JPMorgan Chase & Co. | 0.00% | Add +170.3% | 213,765 | $15.0M |
| Novem Group | 1.34% | Reduce -10.5% | 162,249 | $11.7M |
| Cozad Asset Management Inc. | 0.79% | Reduce -1.1% | 139,217 | $10.0M |
| AlphaCore Capital LLC | 0.22% | Reduce -9.2% | 130,662 | $9.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.0% | 122,738 | $8.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +10.0% | 110,349 | $7.9M |
| Level Four Advisory Services, LLC | 0.24% | Reduce -16.4% | 100,069 | $7.2M |
| Crestwood Advisors Group, LLC | 0.12% | Add +18.4% | 99,027 | $7.1M |
| DAVENPORT & Co LLC | 0.04% | Add +1.6% | 89,691 | $6.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.1% | 80,142 | $5.8M |
| Kingsview Wealth Management, LLC | 0.08% | Add +125.1% | 76,985 | $5.5M |
| MBL Wealth, LLC | 0.41% | Reduce -1.2% | 74,642 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.7% | 70,999 | $5.1M |
| Castle Wealth Management LLC | 1.63% | Add +1.3% | 69,902 | $5.0M |
| Mariner, LLC | 0.01% | Add +1534.7% | 67,659 | $4.9M |
| Investment Planning Advisors, Inc. | 1.30% | Add +2.9% | 65,573 | $4.7M |
| Cary Street Partners Financial LLC | 0.11% | Add +13.2% | 61,960 | $4.4M |
| Magnolia Capital Advisors LLC | 0.82% | New | 58,383 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -78.7% | 51,549 | $3.7M |
| IFP Advisors, Inc | 0.07% | Reduce -0.6% | 49,576 | $3.6M |
| D.A. Davidson & Co. | 0.02% | Reduce -24.9% | 46,055 | $3.3M |
| Thoroughbred Financial Services, LLC | 0.18% | Add +6.0% | 41,022 | $2.9M |
| Contango Wealth Management LLC | 3.24% | New | 38,563 | $2.8M |
| HRT Financial LP | 0.01% | New | 37,295 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -3.6% | 36,904 | $2.7M |
| Mutual Advisors, LLC | 0.06% | Add +2.1% | 36,899 | $2.6M |
| D L Carlson Investment Group Inc. | 0.45% | Add +7.6% | 36,808 | $2.6M |
| Flagship Wealth Advisors, LLC | 1.13% | Reduce -1.1% | 37,321 | $2.6M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -16.9% | 36,270 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -13.3% | 31,666 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +37.6% | 29,406 | $2.1M |
| Ignite Planners, LLC | 0.24% | Reduce -3.2% | 22,089 | $1.6M |
| Herold Advisors, Inc. | 0.33% | Add +17.1% | 20,965 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.16% | New | 18,183 | $1.3M |
| First Citizens Financial Corp | 0.59% | No change | 17,443 | $1.3M |
| Cora Capital Advisors LLC | 0.40% | Add +14.8% | 16,970 | $1.2M |
| SFG Wealth Management, LLC. | 0.47% | Reduce -56.4% | 15,866 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.12% | Reduce -1.8% | 15,027 | $1.1M |
| Morangie Management LLC | 0.99% | No change | 15,020 | $1.1M |
| Southland Equity Partners LLC | 0.21% | Add +2.9% | 14,975 | $1.1M |
| World Investment Advisors | 0.02% | No change | 13,217 | $949K |
| 5T Wealth, LLC | 0.36% | Reduce -4.2% | 12,846 | $922K |
| Prosperity Financial Group, Inc. | 0.33% | Reduce -2.0% | 12,603 | $905K |
| Capital Advisors Wealth Management, LLC | 0.12% | Add +13.3% | 12,376 | $889K |
| Willow Financial LLC | 0.83% | Reduce -12.3% | 11,354 | $815K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +17.3% | 11,274 | $810K |
| Medallion Wealth Advisors, LLC | 0.26% | New | 10,946 | $786K |
| Private Advisor Group, LLC | 0.00% | Add +2.7% | 10,553 | $758K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -65.8% | 10,474 | $752K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 10,134 | $728K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.2% | 8,273 | $594K |
| Smith Shellnut Wilson LLC | 0.24% | Reduce -24.5% | 7,721 | $554K |
| Mercer Global Advisors Inc. | 0.00% | No change | 7,383 | $530K |
| Modern Wealth Management, LLC | 0.01% | Reduce -15.8% | 7,307 | $527K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.9% | 7,321 | $526K |
| Csenge Advisory Group | 0.02% | Reduce -1.1% | 7,225 | $519K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,217 | $518K |
| Atlas Private Wealth Advisors | 0.12% | Add +16.3% | 6,965 | $500K |
| Ameriprise Financial Inc. | 0.00% | Add +11.6% | 5,829 | $419K |
| Integrity Wealth Advisors, Inc. | 0.24% | Reduce -34.2% | 5,555 | $399K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,973 | $357K |
| Lodestar Private Asset Management LLC | 0.03% | Add +4.5% | 4,563 | $328K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -3.3% | 4,501 | $323K |
| Independent Advisor Alliance | 0.00% | New | 4,380 | $315K |
| Resources Management Corp. /CT/ | 0.04% | No change | 4,357 | $313K |
| Brown Advisory Inc. | 0.00% | No change | 4,248 | $305K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,856 | $277K |
| Fifth Third Bancorp | 0.00% | Add +714.8% | 3,854 | $277K |
| WNY Asset Management, LLC | 0.03% | — | 3,540 | $254K |
| Parsons Capital Management Inc. | 0.01% | Reduce -25.4% | 3,334 | $239K |
| Gentry Private Wealth, LLC | 0.14% | No change | 3,299 | $237K |
| GoalVest Advisory LLC | 0.05% | No change | 3,299 | $237K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -14.3% | 3,283 | $236K |
| Independent Financial Group, LLC | 0.01% | Add +9.0% | 3,215 | $231K |
| HBK Sorce Advisory LLC | 0.00% | No change | 2,818 | $225K |
| Northland Securities, Inc. | 0.21% | Reduce -7.9% | 3,124 | $224K |
| Advisory Alpha, LLC | 0.01% | Reduce -21.3% | 2,936 | $211K |
| 3Chopt Investment Partners, LLC | 0.03% | No change | 1,885 | $135K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,797 | $130K |
| Private Trust Co. NA | 0.01% | Reduce -11.8% | 1,511 | $109K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +203.6% | 1,187 | $85K |
| Strategic Wealth Advisors LLC | 0.06% | New | 1,060 | $76K |
| Root Financial Partners, LLC | 0.00% | Reduce -1.8% | 863 | $62K |
| Harbour Investments, Inc. | 0.00% | Reduce -77.4% | 822 | $59K |
"% of holder's portfolio" is JPEF's weight in each manager's 13F, not the share of JPMorgan Equity Focus ETF the manager owns.