JPMORGAN EQUITY FOCUS ETF (JPEF) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.11B in JPEF holdings during the latest filing period.
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 $156.08M, representing an estimated gain of +0.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
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
134
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 | $156,077,688 | +$1,512,746 | +0.98% | |
| Raymond James Financial Inc | 0.04% | 1,823,280 | $146,464,463 | $147,897,910 | +$1,433,447 | +0.98% | |
| Lpl Financial Llc | 0.03% | 1,432,378 | $115,063,198 | $116,189,347 | +$1,126,149 | +0.98% | |
| Cetera Investment Advisers | 0.10% | 1,343,883 | $107,954,429 | $109,010,951 | +$1,056,522 | +0.98% | |
| Mml Investors Services, Llc | 0.10% | 617,646 | $49,615,647 | $50,101,220 | +$485,573 | +0.98% | |
| Morgan Stanley | 0.00% | 600,496 | $48,237,964 | $48,710,074 | +$472,110 | +0.98% | |
| Commonwealth Equity Services, Llc | 0.06% | 563,226 | $45,244,090 | $45,686,866 | +$442,776 | +0.98% | |
| Jones Financial Companies Lllp | 0.02% | 552,306 | $43,478,613 | $44,801,074 | +$1,322,461 | +3.04% | |
| Osaic Holdings, Inc. | 0.04% | 438,377 | $35,217,002 | $35,559,564 | +$342,562 | +0.97% | |
| Stratos Wealth Partners, Ltd. | 0.29% | 360,268 | $28,940,427 | $29,223,643 | +$283,216 | +0.98% | |
| Leverty Financial Group, Llc | 5.40% | 345,623 | $27,763,939 | $28,035,694 | +$271,755 | +0.98% | |
| Wells Fargo & Company/Mn | 0.00% | 298,799 | $24,002,584 | $24,237,499 | +$234,915 | +0.98% | |
| Beaumont Financial Advisors, Llc | 1.46% | 285,193 | $22,909,646 | $23,133,829 | +$224,183 | +0.98% | |
| Balance Wealth, Llc | 5.86% | 274,373 | $22,040,432 | $22,256,150 | +$215,718 | +0.98% | |
| Royal Bank Of Canada | 0.00% | 236,466 | $18,995,000 | $19,181,271 | +$186,271 | +0.98% | |
| Jpmorgan Chase & Co | 0.00% | 226,959 | $18,086,113 | $18,410,097 | +$323,984 | +1.79% | |
| Moneco Advisors, Llc | 0.93% | 190,357 | $15,291,421 | $15,441,075 | +$149,654 | +0.98% | |
| Kestra Advisory Services, Llc | 0.04% | 140,979 | $11,324,890 | $11,435,709 | +$110,819 | +0.98% | |
| Cozad Asset Management Inc | 0.69% | 133,507 | $10,724,605 | $10,829,607 | +$105,002 | +0.98% | |
| Novem Group | 1.05% | 128,961 | $10,359,487 | $10,460,852 | +$101,365 | +0.98% | |
| Alphacore Capital Llc | 0.18% | 124,528 | $10,003,379 | $10,101,263 | +$97,884 | +0.98% | |
| Magnolia Capital Advisors Llc | 1.68% | 121,565 | $9,765,341 | $9,860,915 | +$95,574 | +0.98% | |
| Crestwood Advisors Group, Llc | 0.14% | 119,383 | $9,589,881 | $9,683,919 | +$94,038 | +0.98% | |
| Level Four Advisory Services, Llc | 0.23% | 100,760 | $8,094,139 | $8,173,288 | +$79,149 | +0.98% | |
| Davenport & Co Llc | 0.04% | 98,693 | $7,928,055 | $8,005,621 | +$77,566 | +0.98% | |
| Kingsview Wealth Management, Llc | 0.09% | 91,930 | $7,384,747 | $7,457,031 | +$72,284 | +0.98% | |
| Private Advisor Group, Llc | 0.03% | 85,107 | $6,836,732 | $6,903,573 | +$66,841 | +0.98% | |
| Evergreen Wealth Partners Llc | 3.93% | 81,434 | $6,541,597 | $6,605,633 | +$64,036 | +0.98% | |
| Mbl Wealth, Llc | 0.41% | 75,077 | $6,030,951 | $6,089,976 | +$59,025 | +0.98% | |
| Envestnet Asset Management Inc | 0.00% | 71,941 | $5,779,009 | $5,835,595 | +$56,586 | +0.98% | |
| Castle Wealth Management Llc | 1.64% | 68,720 | $5,520,306 | $5,574,319 | +$54,013 | +0.98% | |
| Investment Planning Advisors, Inc. | 1.23% | 65,993 | $5,301,200 | $5,353,115 | +$51,915 | +0.98% | |
| Cary Street Partners Financial Llc | 0.11% | 63,776 | $5,123,139 | $5,173,280 | +$50,141 | +0.98% | |
| D.A. Davidson & Co. | 0.02% | 40,647 | $3,265,181 | $3,297,138 | +$31,957 | +0.98% | |
| Flagship Wealth Advisors, Llc | 0.68% | 37,569 | $3,017,925 | $3,047,462 | +$29,537 | +0.98% | |
| D L Carlson Investment Group Inc | 0.48% | 37,260 | $2,993,105 | $3,022,397 | +$29,292 | +0.98% | |
| Mutual Advisors, Llc | 0.05% | 35,361 | $2,840,520 | $2,868,357 | +$27,837 | +0.98% | |
| Thoroughbred Financial Services, Llc | 0.13% | 33,600 | $2,699,000 | $2,725,511 | +$26,511 | +0.98% | |
| Janney Montgomery Scott Llc | 0.00% | 30,802 | $2,474,000 | $2,498,547 | +$24,547 | +0.99% | |
| Herold Advisors, Inc. | 0.43% | 27,188 | $2,183,000 | $2,205,393 | +$22,393 | +1.03% | |
| Equitable Holdings, Inc. | 0.01% | 23,247 | $1,867,421 | $1,885,713 | +$18,292 | +0.98% | |
| Susquehanna International Group, Llp | 0.00% | 21,890 | $1,758,428 | $1,775,638 | +$17,210 | +0.98% | |
| Ignite Planners, Llc | 0.24% | 21,779 | $1,749,512 | $1,766,634 | +$17,122 | +0.98% | |
| Cora Capital Advisors Llc | 0.48% | 21,429 | $1,721,396 | $1,738,243 | +$16,847 | +0.98% | |
| Fifth Third Securities, Inc. | 0.09% | 19,297 | $1,550,131 | $1,565,303 | +$15,172 | +0.98% | |
| First Citizens Financial Corp | 0.64% | 19,053 | $1,530,531 | $1,545,511 | +$14,980 | +0.98% | |
| Stifel Financial Corp | 0.00% | 18,499 | $1,486,031 | $1,500,572 | +$14,541 | +0.98% | |
| Medallion Wealth Advisors, Llc | 0.47% | 20,704 | $1,475,682 | $1,679,434 | +$203,752 | +13.81% | |
| Mayflower Financial Advisors, Llc | 0.12% | 17,548 | $1,409,634 | $1,423,431 | +$13,797 | +0.98% | |
| Bessemer Group Inc | 0.00% | 17,269 | $1,387,000 | $1,400,799 | +$13,799 | +0.99% |
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.