JPMORGAN EQUITY FOCUS ETF (JPEF) Top Institutional Shareholders
JPMORGAN EQUITY FOCUS ETF (JPEF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $937.45M in JPEF holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of JPEF tracked by InsiderSet, reporting ownership valued at approximately $138.30M in its March 31, 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 $152.68M, representing an estimated gain of +10.40% 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 Raymond James Financial Inc, Avantax Planning Partners, 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
120
Total Reported Value
$937.45M
Largest Holder
Raymond James Financial Inc
Largest Position
$138.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
139
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.04% | 1,925,866 | $138,295,683 | $152,680,538 | +$14,384,855 | +10.40% | |
| Avantax Planning Partners, Inc. | 3.52% | 1,787,833 | $128,383,573 | $141,737,434 | +$13,353,861 | +10.40% | |
| Lpl Financial Llc | 0.03% | 1,315,349 | $94,454,623 | $104,279,422 | +$9,824,799 | +10.40% | |
| Cetera Investment Advisers | 0.08% | 1,075,233 | $77,212,087 | $85,243,289 | +$8,031,202 | +10.40% | |
| Mml Investors Services, Llc | 0.13% | 673,133 | $48,337,412 | $53,365,244 | +$5,027,832 | +10.40% | |
| Morgan Stanley | 0.00% | 600,341 | $43,110,247 | $47,594,374 | +$4,484,127 | +10.40% | |
| Commonwealth Equity Services, Llc | 0.06% | 556,296 | $39,947,430 | $44,102,535 | +$4,155,105 | +10.40% | |
| Jones Financial Companies Lllp | 0.02% | 517,225 | $36,179,875 | $41,005,029 | +$4,825,154 | +13.34% | |
| Osaic Holdings, Inc. | 0.05% | 450,969 | $32,386,040 | $35,752,326 | +$3,366,286 | +10.39% | |
| Beaumont Financial Advisors, Llc | 1.94% | 392,979 | $28,219,666 | $31,154,943 | +$2,935,277 | +10.40% | |
| Stratos Wealth Partners, Ltd. | 0.29% | 349,984 | $25,132,214 | $27,746,347 | +$2,614,133 | +10.40% | |
| Leverty Financial Group, Llc | 5.39% | 339,216 | $24,358,979 | $26,892,671 | +$2,533,692 | +10.40% | |
| Balance Wealth, Llc | 5.99% | 268,448 | $19,277,170 | $21,282,262 | +$2,005,092 | +10.40% | |
| Royal Bank Of Canada | 0.00% | 259,526 | $18,636,000 | $20,574,936 | +$1,938,936 | +10.40% | |
| Wells Fargo & Company/Mn | 0.00% | 248,655 | $17,855,816 | $19,713,095 | +$1,857,279 | +10.40% | |
| Moneco Advisors, Llc | 1.22% | 219,224 | $15,742,380 | $17,379,838 | +$1,637,458 | +10.40% | |
| Novem Group | 1.34% | 162,249 | $11,651,036 | $12,862,922 | +$1,211,886 | +10.40% | |
| Alphacore Capital Llc | 0.22% | 130,662 | $9,382,813 | $10,358,740 | +$975,927 | +10.40% | |
| Envestnet Asset Management Inc | 0.00% | 122,738 | $8,813,797 | $9,730,534 | +$916,737 | +10.40% | |
| Kestra Advisory Services, Llc | 0.03% | 110,349 | $7,924,116 | $8,748,347 | +$824,231 | +10.40% | |
| Level Four Advisory Services, Llc | 0.24% | 100,069 | $7,185,940 | $7,933,360 | +$747,420 | +10.40% | |
| Crestwood Advisors Group, Llc | 0.12% | 99,027 | $7,111,101 | $7,850,752 | +$739,651 | +10.40% | |
| Davenport & Co Llc | 0.04% | 89,691 | $6,440,709 | $7,110,604 | +$669,895 | +10.40% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 80,142 | $5,754,977 | $6,353,570 | +$598,593 | +10.40% | |
| Kingsview Wealth Management, Llc | 0.08% | 76,985 | $5,528,257 | $6,103,286 | +$575,029 | +10.40% | |
| Mbl Wealth, Llc | 0.41% | 74,642 | $5,360,013 | $5,917,536 | +$557,523 | +10.40% | |
| Castle Wealth Management Llc | 1.63% | 69,902 | $5,019,648 | $5,541,754 | +$522,106 | +10.40% | |
| Mariner, Llc | 0.01% | 67,659 | $4,858,547 | $5,363,931 | +$505,384 | +10.40% | |
| Investment Planning Advisors, Inc. | 1.30% | 65,573 | $4,708,771 | $5,198,555 | +$489,784 | +10.40% | |
| Cary Street Partners Financial Llc | 0.11% | 61,960 | $4,449,323 | $4,912,121 | +$462,798 | +10.40% | |
| Magnolia Capital Advisors Llc | 0.82% | 58,383 | $4,192,460 | $4,628,540 | +$436,080 | +10.40% | |
| Ifp Advisors, Inc | 0.07% | 49,576 | $3,560,033 | $3,930,331 | +$370,298 | +10.40% | |
| D.A. Davidson & Co. | 0.02% | 46,055 | $3,307,190 | $3,651,190 | +$344,000 | +10.40% | |
| Stifel Financial Corp | 0.00% | 36,904 | $2,650,058 | $2,925,709 | +$275,651 | +10.40% | |
| Mutual Advisors, Llc | 0.06% | 36,899 | $2,649,670 | $2,925,312 | +$275,642 | +10.40% | |
| D L Carlson Investment Group Inc | 0.45% | 36,808 | $2,643,170 | $2,918,098 | +$274,928 | +10.40% | |
| Fifth Third Securities, Inc. | 0.17% | 36,270 | $2,604,534 | $2,875,446 | +$270,912 | +10.40% | |
| Equitable Holdings, Inc. | 0.02% | 31,666 | $2,365,039 | $2,510,446 | +$145,407 | +6.15% | |
| Susquehanna International Group, Llp | 0.00% | 29,406 | $2,111,633 | $2,331,275 | +$219,642 | +10.40% | |
| Willow Financial Llc | 0.90% | 24,306 | $1,782,672 | $1,926,953 | +$144,281 | +8.09% | |
| Ignite Planners, Llc | 0.24% | 22,089 | $1,586,202 | $1,751,192 | +$164,990 | +10.40% | |
| Herold Advisors, Inc. | 0.33% | 20,965 | $1,505,488 | $1,662,082 | +$156,594 | +10.40% | |
| Mayflower Financial Advisors, Llc | 0.16% | 18,183 | $1,305,714 | $1,441,528 | +$135,814 | +10.40% | |
| First Citizens Financial Corp | 0.59% | 17,443 | $1,252,575 | $1,382,862 | +$130,287 | +10.40% | |
| Cora Capital Advisors Llc | 0.40% | 16,970 | $1,218,609 | $1,345,363 | +$126,754 | +10.40% | |
| Sfg Wealth Management, Llc. | 0.47% | 15,866 | $1,139,299 | $1,257,839 | +$118,540 | +10.40% | |
| Morangie Management Llc | 0.99% | 15,020 | $1,078,580 | $1,190,769 | +$112,189 | +10.40% | |
| Southland Equity Partners Llc | 0.21% | 14,975 | $1,075,349 | $1,187,202 | +$111,853 | +10.40% | |
| World Investment Advisors | 0.02% | 13,217 | $949,127 | $1,047,829 | +$98,702 | +10.40% | |
| 5T Wealth, Llc | 0.36% | 12,846 | $922,466 | $1,018,417 | +$95,951 | +10.40% |
Frequently asked questions about JPEF
Who owns the most JPEF stock?
The largest holders of JPEF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN EQUITY FOCUS ETF (JPEF).
Is JPEF widely held by superinvestors?
Many widely followed stocks like JPEF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JPEF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.