JPMORGAN EQUITY FOCUS ETF (JPEF) Institutional Ownership Changes & 13F Activity

JPMORGAN EQUITY FOCUS ETF (JPEF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cetera Investment Advisers, Jpmorgan Chase & Co, Cozad Asset Management Inc, Raymond James Financial Inc, and Magnolia Capital Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+746+10.3%7,963$639.67KQ2 2026Sep 09, 2026
Kingsview Wealth Management, LlcBuy+14,945+19.4%91,930$7.38MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+898+12.2%8,281$665.24KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-8,419-26.6%23,247$1.87MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+3,4433,443$276.58KQ2 2026Aug 17, 2026
Cozad Asset Management IncBuy+133,507133,507$10.72MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-102,586-5.3%1,823,280$146.46MQ2 2026Aug 14, 2026
Magnolia Capital Advisors LlcBuy+63,182+108.2%121,565$9.77MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+50,144+20.2%298,799$24.00MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+35,081+6.8%552,306$43.48MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-23,060-8.9%236,466$19.00MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-12,592-2.8%438,377$35.22MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcBuy+10,762+108.2%20,704$1.48MQ2 2026Aug 14, 2026
National Philanthropic TrustBuy+9,8759,875$793.26KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-7,516-25.6%21,890$1.76MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+6,579+5437.2%6,700$538.21KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+4,2644,264$342.53KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+3,2533,253$261.31KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+3,1373,137$252.00KQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-1,538-4.2%35,361$2.84MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-1,005-13.8%6,302$506.27KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+350350$28.12KQ2 2026Aug 14, 2026
Fmr LlcBuy+4,165+955.3%4,601$369.60KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+622+5.9%11,096$891.33KQ2 2026Aug 13, 2026
Snowden Capital Advisors LlcSell-542-7.4%6,779$544.58KQ2 2026Aug 13, 2026
Morgan StanleyBuy+155+0.0%600,496$48.24MQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+268,650+25.0%1,343,883$107.95MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+226,959226,959$18.09MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-18,405-49.9%18,499$1.49MQ2 2026Aug 12, 2026
Bessemer Group IncBuy+17,26917,269$1.39MQ2 2026Aug 12, 2026
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Frequently asked questions about JPEF activity

  • Which institutional owners are buying JPEF?

    Institutional owners buying JPEF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JPEF activity?

    "Buy" means an investor increased their reported position in JPEF compared to the prior reporting period. This reflects growing exposure to JPMORGAN EQUITY FOCUS ETF (JPEF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JPEF increasing?

    Institutional interest in JPEF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.