Who owns JPEF?
JPMorgan Equity Focus ETF · JPMorgan
122 institutions reported holding JPEF, worth $1.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JPEF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Avantax Planning Partners, Inc. | Dubuque, IA | $154.6M | 1,924,120 | +136,287 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $146.5M | 1,823,280 | −102,586 shares |
| LPL Financial LLC | Fort Mill, SC | $115.1M | 1,432,378 | +117,029 shares |
| Cetera Investment Advisers | Schaumburg, IL | $108.0M | 1,343,883 | +268,650 shares |
| MML Investors Services, LLC | Springfield, MA | $49.6M | 617,646 | −55,487 shares |
| Morgan Stanley | New York, NY | $48.2M | 600,496 | +155 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $45.2M | 563,226 | +6,930 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $43.5M | 552,306 | +35,081 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $35.2M | 438,377 | −12,592 shares |
| Stratos Wealth Partners, LTD. | Beachwood, OH | $28.9M | 360,268 | +10,284 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JPEF?
122 institutional managers reported holding JPEF in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Avantax Planning Partners, Inc., at $154.6M.
Did institutions buy or sell JPEF last quarter?
Reported 13F value rose 15.8% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JPEF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.