Who owns JPMorgan Equity Focus ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JPEF from SEC Form 13F filings across 122 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 122 institutions disclosed 14.0M shares of JPMorgan Equity Focus ETF worth $1.12B — about 56.5% of shares outstanding; the largest disclosed holder is Avantax Planning Partners, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
122
13F holders
$1.12B
value, 2026 filers
56.5%
of shares outstanding (14.0M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JPEF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Avantax Planning Partners, Inc. | 1.9M | $154.6M | 3.8% | 7.8% | +7.6% |
| 2 | RAYMOND JAMES FINANCIAL INC | 1.8M | $146.5M | 0.0% | 7.4% | -5.3% |
| 3 | LPL Financial LLC | 1.4M | $115.1M | 0.0% | 5.8% | +8.9% |
| 4 | Cetera Investment Advisers | 1.3M | $108.0M | 0.1% | 5.4% | +25.0% |
| 5 | MML INVESTORS SERVICES, LLC | 617,646 | $49.6M | 0.1% | 2.5% | -8.2% |
| 6 | MORGAN STANLEY | 600,496 | $48.2M | 0.0% | 2.4% | 0.0% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 563,226 | $45.2M | 0.1% | 2.3% | +1.2% |
| 8 | JONES FINANCIAL COMPANIES LLLP | 552,306 | $43.5M | 0.0% | 2.2% | +6.8% |
| 9 | OSAIC HOLDINGS, INC. | 438,377 | $35.2M | 0.0% | 1.8% | -2.8% |
| 10 | Stratos Wealth Partners, LTD. | 360,268 | $28.9M | 0.3% | 1.5% | +2.9% |
| 11 | Leverty Financial Group, LLC | 345,623 | $27.8M | 5.4% | 1.4% | +1.9% |
| 12 | WELLS FARGO & COMPANY/MN | 298,799 | $24.0M | 0.0% | 1.2% | +20.2% |
| 13 | Beaumont Financial Advisors, LLC | 285,193 | $22.9M | 1.5% | 1.2% | -27.4% |
| 14 | Balance Wealth Partners LLC | 274,373 | $22.0M | 5.9% | 1.1% | +2.2% |
| 15 | ROYAL BANK OF CANADA | 236,466 | $19.0M | 0.0% | 1% | -8.9% |
| 16 | JPMORGAN CHASE & CO | 226,959 | $18.1M | 0.0% | 0.9% | +6.2% |
| 17 | MONECO ADVISORS, LLC | 190,357 | $15.3M | 0.9% | 0.8% | -13.2% |
| 18 | Kestra Advisory Services, LLC | 140,979 | $11.3M | 0.0% | 0.6% | +27.8% |
| 19 | COZAD ASSET MANAGEMENT INC | 133,507 | $10.7M | 0.7% | 0.5% | -4.1% |
| 20 | NOVEM GROUP | 128,961 | $10.4M | 1.0% | 0.5% | -20.5% |
| 21 | AlphaCore Capital LLC | 124,528 | $10.0M | 0.2% | 0.5% | -4.7% |
| 22 | MAGNOLIA CAPITAL ADVISORS LLC | 121,565 | $9.8M | 1.7% | 0.5% | +108.2% |
| 23 | Crestwood Advisors Group, LLC | 119,383 | $9.6M | 0.1% | 0.5% | +20.6% |
| 24 | LEVEL FOUR ADVISORY SERVICES, LLC | 100,760 | $8.1M | 0.2% | 0.4% | +0.7% |
| 25 | DAVENPORT & Co LLC | 98,693 | $7.9M | 0.0% | 0.4% | +10.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.