JPEF Institutional Ownership & Shareholders
JPMORGAN EQUITY FOCUS ETF (JPEF) is currently held by 116 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.09B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Avantax Planning Partners, Inc. is currently the largest disclosed institutional shareholder of JPEF tracked by InsiderSet, reporting ownership valued at approximately $154.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $155.46M, representing an estimated gain of +0.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed JPEF value among the investors covered in this analysis. Major shareholders include Avantax Planning Partners, Inc., Raymond James Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JPMORGAN EQUITY FOCUS ETF (JPEF).
This page ranks the largest institutional JPEF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
116
Total Reported Value
$1.09B
Largest Holder
Avantax Planning Partners, Inc.
Largest Position
$154.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 3.85% | 1,924,120 | $154,564,942 | $155,455,620 | +$890,678 | +0.58% | |
| Raymond James Financial Inc | 0.04% | 1,823,280 | $146,464,463 | $147,308,443 | +$843,980 | +0.58% | |
| Lpl Financial Llc | 0.03% | 1,432,378 | $115,063,198 | $115,726,259 | +$663,061 | +0.58% | |
| Cetera Investment Advisers | 0.10% | 1,343,883 | $107,954,429 | $108,576,474 | +$622,045 | +0.58% | |
| Mml Investors Services, Llc | 0.10% | 617,646 | $49,615,647 | $49,901,535 | +$285,888 | +0.58% | |
| Morgan Stanley | 0.00% | 600,496 | $48,237,964 | $48,515,933 | +$277,969 | +0.58% | |
| Commonwealth Equity Services, Llc | 0.06% | 582,245 | $47,320,150 | $47,041,379 | -$278,771 | -0.59% | |
| Jones Financial Companies Lllp | 0.02% | 552,306 | $43,478,613 | $44,622,514 | +$1,143,901 | +2.63% | |
| Osaic Holdings, Inc. | 0.04% | 438,377 | $35,217,002 | $35,417,837 | +$200,835 | +0.57% | |
| Stratos Wealth Partners, Ltd. | 0.29% | 360,268 | $28,940,427 | $29,107,169 | +$166,742 | +0.58% | |
| Leverty Financial Group, Llc | 5.25% | 354,233 | $28,789,229 | $28,619,582 | -$169,647 | -0.59% | |
| Wells Fargo & Company/Mn | 0.00% | 298,799 | $24,002,584 | $24,140,897 | +$138,313 | +0.58% | |
| Balance Wealth, Llc | 5.55% | 284,319 | $23,107,183 | $22,971,013 | -$136,170 | -0.59% | |
| Royal Bank Of Canada | 0.00% | 236,466 | $18,995,000 | $19,104,821 | +$109,821 | +0.58% | |
| Jpmorgan Chase & Co | 0.00% | 226,959 | $18,086,113 | $18,336,721 | +$250,608 | +1.39% | |
| Moneco Advisors, Llc | 0.93% | 190,357 | $15,291,421 | $15,379,532 | +$88,111 | +0.58% | |
| Cozad Asset Management Inc | 0.69% | 133,507 | $10,724,605 | $10,786,444 | +$61,839 | +0.58% | |
| Alphacore Capital Llc | 0.18% | 124,528 | $10,003,379 | $10,061,003 | +$57,624 | +0.58% | |
| Magnolia Capital Advisors Llc | 1.68% | 121,565 | $9,765,341 | $9,821,613 | +$56,272 | +0.58% | |
| Crestwood Advisors Group, Llc | 0.14% | 116,014 | $9,428,697 | $9,373,131 | -$55,566 | -0.59% | |
| Davenport & Co Llc | 0.04% | 103,890 | $8,443,353 | $8,393,595 | -$49,758 | -0.59% | |
| Level Four Advisory Services, Llc | 0.23% | 100,760 | $8,094,139 | $8,140,713 | +$46,574 | +0.58% | |
| Kestra Advisory Services, Llc | 0.02% | 97,964 | $7,961,711 | $7,914,815 | -$46,896 | -0.59% | |
| Kingsview Wealth Management, Llc | 0.09% | 91,930 | $7,384,747 | $7,427,310 | +$42,563 | +0.58% | |
| Private Advisor Group, Llc | 0.03% | 85,107 | $6,836,732 | $6,876,058 | +$39,326 | +0.58% | |
| Evergreen Wealth Partners Llc | 3.93% | 81,434 | $6,541,597 | $6,579,305 | +$37,708 | +0.58% | |
| Novem Group | 0.63% | 77,778 | $6,321,128 | $6,283,926 | -$37,202 | -0.59% | |
| Mbl Wealth, Llc | 0.37% | 75,063 | $6,100,514 | $6,064,572 | -$35,942 | -0.59% | |
| Envestnet Asset Management Inc | 0.00% | 71,941 | $5,779,009 | $5,812,336 | +$33,327 | +0.58% | |
| Castle Wealth Management Llc | 1.64% | 68,720 | $5,520,306 | $5,552,102 | +$31,796 | +0.58% | |
| Investment Planning Advisors, Inc. | 1.16% | 63,239 | $5,139,578 | $5,109,275 | -$30,303 | -0.59% | |
| Cary Street Partners Financial Llc | 0.11% | 63,776 | $5,123,139 | $5,152,661 | +$29,522 | +0.58% | |
| Beaumont Financial Advisors, Llc | 0.20% | 39,781 | $3,233,072 | $3,214,030 | -$19,042 | -0.59% | |
| D.A. Davidson & Co. | 0.02% | 38,267 | $3,110,031 | $3,091,710 | -$18,321 | -0.59% | |
| Flagship Wealth Advisors, Llc | 0.68% | 37,569 | $3,017,925 | $3,035,316 | +$17,391 | +0.58% | |
| D L Carlson Investment Group Inc | 0.48% | 37,260 | $2,993,105 | $3,010,351 | +$17,246 | +0.58% | |
| Mutual Advisors, Llc | 0.05% | 35,361 | $2,840,520 | $2,856,925 | +$16,405 | +0.58% | |
| Thoroughbred Financial Services, Llc | 0.13% | 33,600 | $2,699,000 | $2,714,648 | +$15,648 | +0.58% | |
| Janney Montgomery Scott Llc | 0.00% | 30,802 | $2,474,000 | $2,488,589 | +$14,589 | +0.59% | |
| Cora Capital Advisors Llc | 0.52% | 24,374 | $1,980,921 | $1,969,251 | -$11,670 | -0.59% | |
| Friday Financial | 0.38% | 23,823 | $1,933,889 | $1,924,734 | -$9,155 | -0.47% | |
| Equitable Holdings, Inc. | 0.01% | 23,247 | $1,867,421 | $1,878,197 | +$10,776 | +0.58% | |
| First Citizens Financial Corp | 0.76% | 22,284 | $1,811,063 | $1,800,393 | -$10,670 | -0.59% | |
| Ignite Planners, Llc | 0.23% | 21,679 | $1,761,893 | $1,751,514 | -$10,379 | -0.59% | |
| Susquehanna International Group, Llp | 0.00% | 21,890 | $1,758,428 | $1,768,561 | +$10,133 | +0.58% | |
| Stifel Financial Corp | 0.00% | 18,499 | $1,486,031 | $1,494,592 | +$8,561 | +0.58% | |
| Medallion Wealth Advisors, Llc | 0.47% | 20,704 | $1,475,682 | $1,672,740 | +$197,058 | +13.35% | |
| Mayflower Financial Advisors, Llc | 0.12% | 17,548 | $1,409,634 | $1,417,757 | +$8,123 | +0.58% | |
| Bessemer Group Inc | 0.00% | 17,269 | $1,387,000 | $1,395,216 | +$8,216 | +0.59% | |
| Sfg Wealth Management, Llc. | 0.46% | 15,795 | $1,283,657 | $1,276,127 | -$7,530 | -0.59% |
Frequently asked questions about JPEF
Who are the largest institutional holders of JPEF?
The largest institutional holders of JPEF reported in the latest SEC Form 13F filings include Avantax Planning Partners, Inc., Raymond James Financial Inc, Lpl Financial Llc, Cetera Investment Advisers, and Mml Investors Services, Llc. InsiderSet ranks institutional holders by their latest reported JPEF position.
What is JPEF institutional ownership?
This page tracks JPEF positions reported by institutional investment managers through SEC Form 13F. JPMORGAN EQUITY FOCUS ETF (JPEF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPEF?
InsiderSet currently tracks 116 institutional managers reporting JPEF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPEF shareholders.
How much JPEF stock do institutions own?
Institutional investment managers disclosed approximately $1.09B in JPEF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPEF institutional ownership last updated?
The latest JPEF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPEF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPEF position after the reporting date.
Are institutions buying or selling JPEF?
Institutional buying and selling can be analyzed by comparing JPEF positions across consecutive 13F reporting periods. InsiderSet's JPEF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPEF ownership changes.
How has JPEF institutional ownership changed over time?
InsiderSet tracks JPEF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.