JPMORGAN EQUITY FOCUS ETF (JPEF) Institutional Ownership and Insiders Activity
JPMORGAN EQUITY FOCUS ETF (JPEF) is widely held by institutional investors, with 121 firms reporting positions valued at approximately $1.11B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Avantax Planning Partners, Inc. is the largest disclosed holder, reporting approximately $154.56M in JPEF holdings in its latest filing.
Institutional Holders
121
Total Reported Value
$1.11B
Largest Holder
Avantax Planning Partners, Inc.
Largest Position
$154.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
18
Funds Exiting Positions
22
Top Institutional Owners
View allInvestorReported Balance
- Avantax Planning Partners, Inc.$154.56M
- Raymond James Financial Inc$146.46M
- Lpl Financial Llc$115.06M
- Cetera Investment Advisers$107.95M
- Mml Investors Services, Llc$49.62M
JPEF News
All news- Avantax Planning Partners Inc Portfolio Changes in Q3 2026
Jul 30, 2026 · valut.ai
- Leverty Financial Group Q2 Activity: Significant Buys & ETF Realignment
Jul 13, 2026 · valut.ai