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JPMorgan Equity Focus ETF (JPEF)

CUSIP: 46654Q781 | NYSE | 194 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Avantax Planning Partners, Inc.1,970,960
4.0% of portfolio›$160.2M
Commonwealth Equity Services, LLC582,245
0.1% of portfolio›$47.3M
Leverty Financial Group, LLC354,233
5.2% of portfolio›$28.8M
Balance Wealth Partners LLC284,319
5.5% of portfolio›$23.1M
Thrivent Financial for Lutherans231,644
0.1% of portfolio›$18.8M
Moneco Advisors, LLC177,211
0.8% of portfolio›$14.4M
Crestwood Advisors Group, LLC116,014
0.1% of portfolio›$9.4M
Davenport & Co LLC103,890
0.0% of portfolio›$8.4M
Kestra Advisory Services, LLC97,964
0.0% of portfolio›$8.0M
Novem Group77,778
0.6% of portfolio›$6.3M
MBL Wealth, LLC75,063
0.4% of portfolio›$6.1M
AlphaCore Capital LLC71,786
0.1% of portfolio›$5.8M
Investment Planning Advisors, Inc.63,239
1.2% of portfolio›$5.1M
Cambridge Investment Research Advisors, Inc.39,882
0.0% of portfolio›$3.2K
Beaumont Financial Advisors, LLC39,781
0.2% of portfolio›$3.2M
D.A. Davidson & Co.38,267
0.0% of portfolio›$3.1M
Flagship Wealth Advisors, LLC37,569
0.7% of portfolio›$3.1M
Cora Capital Advisors LLC24,374
0.5% of portfolio›$2.0M
Friday Financial23,823
0.4% of portfolio›$1.9M
First Citizens Financial Corp22,284
0.8% of portfolio›$1.8M
Ignite Planners, LLC21,679
0.2% of portfolio›$1.8M
SFG Wealth Management, Llc.15,795
0.5% of portfolio›$1.3M
Southland Equity Partners LLC15,520
0.2% of portfolio›$1.3M
Capital Advisors, Ltd. LLC15,090
0.0% of portfolio›$1.2K
Fifth Third Securities, Inc.15,019
0.1% of portfolio›$1.2M
Prosperity Financial Group, Inc.11,988
0.3% of portfolio›$974.3K
Capital Advisors Wealth Management, LLC11,980
0.1% of portfolio›$973.6K
Concurrent Investment Advisors, LLC11,166
0.0% of portfolio›$907.5K
Smith Shellnut Wilson LLC10,768
0.3% of portfolio›$875.1K
King Luther Capital Management Corp7,000
0.0% of portfolio›$568.9K
Csenge Advisory Group6,967
0.0% of portfolio›$566.2K
Atlas Private Wealth Advisors6,775
0.1% of portfolio›$550.6K
USAdvisors Wealth Management, LLC6,149
0.0% of portfolio›$499
IFP Advisors, Inc5,717
0.0% of portfolio›$464.6K
StoneX Group Inc.4,617
0.0% of portfolio›$373.6K
Fifth Third Bancorp3,891
0.0% of portfolio›$316.2K
Prime Capital Investment Advisors, LLC3,829
0.0% of portfolio›$311.2K
Wealthcare Advisory Partners LLC3,166
0.0% of portfolio›$257.3K
Lodestar Private Asset Management LLC3,136
0.0% of portfolio›$254.9K
Integrity Wealth Advisors, Inc.3,052
0.1% of portfolio›$248.0K
Northland Securities, Inc.3,050
0.1% of portfolio›$247.9K
Independent Financial Group, LLC2,668
0.0% of portfolio›$216.8K
GoalVest Advisory LLC2,658
0.0% of portfolio›$216.0K
M Holdings Securities, Inc.2,500
0.1% of portfolio›$202.0K
3Chopt Investment Partners, LLC1,830
0.0% of portfolio›$148.7K
Farther Finance Advisors, LLC1,444
0.0% of portfolio›$117.4K
Private Trust Co NA1,385
0.0% of portfolio›$112.6K
Financial Network Wealth Advisors LLC502
0.0% of portfolio›$40.8K
Godsey & Gibb, Inc469
0.0% of portfolio›$38.1K
DiNuzzo Private Wealth, Inc.278
0.0% of portfolio›$22.6K
Ascentis Independent Advisors244
0.0% of portfolio›$19.8K
Hazlett, Burt & Watson, Inc.116
0.0% of portfolio›$9
CoreCap Advisors, LLC100
0.0% of portfolio›$8.1K
Pinnacle Bancorp, Inc.82
0.0% of portfolio›$6.7K
StyleTurnoverLocationFiled
Avantax Planning Partners, Inc.
1,970,960$160.2M4.0%ETFLowDubuque, IA2026-11-03
Commonwealth Equity Services, LLC
582,245$47.3M0.1%ETFLowWaltham, MA2026-11-02
Leverty Financial Group, LLC
354,233$28.8M5.2%ETFVery LowHudson, WI2026-10-08
Balance Wealth Partners LLC
284,319$23.1M5.5%ETFMediumWorthington, OH2026-10-27
Thrivent Financial for Lutherans
231,644$18.8M0.1%GARPMediumMinneapolis, MN2026-11-05
Moneco Advisors, LLC
177,211$14.4M0.8%ETFLowFairfield, CT2026-11-05
Crestwood Advisors Group, LLC
116,014$9.4M0.1%GrowthLowBoston, MA2026-10-27
Davenport & Co LLC
103,890$8.4M0.0%CoreMediumRichmond, VA2026-10-14
Kestra Advisory Services, LLC
97,964$8.0M0.0%CoreLowAustin, TX2026-11-02
Novem Group
77,778$6.3M0.6%ETFMediumRochester, NY2026-10-19
MBL Wealth, LLC
75,063$6.1M0.4%ETFLowCharlotte, NC2026-10-22
AlphaCore Capital LLC
71,786$5.8M0.1%ETFLowLa Jolla, CA2026-11-04
Investment Planning Advisors, Inc.
63,239$5.1M1.2%ETFMediumCumming, GA2026-10-14
Cambridge Investment Research Advisors, Inc.
39,882$3.2K0.0%ETFLowFairfield, IA2026-11-02
Beaumont Financial Advisors, LLC
39,781$3.2M0.2%GrowthMediumNeedham, MA2026-10-22
D.A. Davidson & Co.
38,267$3.1M0.0%CoreLowGreat Falls, MT2026-10-28
Flagship Wealth Advisors, LLC
37,569$3.1M0.7%ETFLowWakefield, MA2026-11-03
Cora Capital Advisors LLC
24,374$2.0M0.5%ETFLowMarlton, NJ2026-11-02
Friday Financial
23,823$1.9M0.4%ETFVery LowDubuque, IA2026-10-09
First Citizens Financial Corp
22,284$1.8M0.8%ETFLowMason City, IA2026-10-02
Ignite Planners, LLC
21,679$1.8M0.2%CoreLowSan Clemente, CA2026-10-14
SFG Wealth Management, Llc.
15,795$1.3M0.5%ETFMediumTowson, MD2026-10-23
Southland Equity Partners LLC
15,520$1.3M0.2%ETFLowWildwood, MO2026-10-14
Capital Advisors, Ltd. LLC
15,090$1.2K0.0%ETFLowShaker Heights, OH2026-10-27
Fifth Third Securities, Inc.
15,019$1.2M0.1%ETFLowCincinnati, OH2026-10-21
Prosperity Financial Group, Inc.
11,988$974.3K0.3%GrowthMediumSan Ramon, CA2026-10-29
Capital Advisors Wealth Management, LLC
11,980$973.6K0.1%ETFLowYakima, WA2026-10-09
Concurrent Investment Advisors, LLC
11,166$907.5K0.0%GrowthMediumTampa, FL2026-10-16
Smith Shellnut Wilson LLC
10,768$875.1K0.3%CoreVery LowRidgeland, MS2026-10-21
King Luther Capital Management Corp
7,000$568.9K0.0%CoreLowFort Worth, TX2026-11-05
Csenge Advisory Group
6,967$566.2K0.0%ETFMediumClearwater, FL2026-11-04
Atlas Private Wealth Advisors
6,775$550.6K0.1%ETFLowRed Bank, NJ2026-10-23
USAdvisors Wealth Management, LLC
6,149$4990.0%ETFLowEden Prairie, MN2026-10-21
IFP Advisors, Inc
5,717$464.6K0.0%GrowthLowTampa, FL2026-10-16
StoneX Group Inc.
4,617$373.6K0.0%ETFMediumNew York, NY2026-11-03
Fifth Third Bancorp
3,891$316.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Prime Capital Investment Advisors, LLC
3,829$311.2K0.0%ETFLowOverland Park, KS2026-10-20
Wealthcare Advisory Partners LLC
3,166$257.3K0.0%ETFLowWest Chester, PA2026-10-21
Lodestar Private Asset Management LLC
3,136$254.9K0.0%ETFLowAlamo, CA2026-10-26
Integrity Wealth Advisors, Inc.
3,052$248.0K0.1%ETFMediumVentura, CA2026-10-29
Northland Securities, Inc.
3,050$247.9K0.1%ETFLowMinneapolis, MN2026-11-02
Independent Financial Group, LLC
2,668$216.8K0.0%GrowthLowSan Diego, CA2026-10-13
GoalVest Advisory LLC
2,658$216.0K0.0%ETFMediumNew York, NY2026-10-02
M Holdings Securities, Inc.
2,500$202.0K0.1%ETFHighPortland, OR2026-11-03
3Chopt Investment Partners, LLC
1,830$148.7K0.0%CoreLowRichmond, VA2026-10-30
Farther Finance Advisors, LLC
1,444$117.4K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
1,385$112.6K0.0%CoreLowCleveland, OH2026-10-20
Financial Network Wealth Advisors LLC
502$40.8K0.0%ETFLowMurray, UT2026-10-28
Godsey & Gibb, Inc
469$38.1K0.0%CoreLowRichmond, VA2026-10-14
DiNuzzo Private Wealth, Inc.
278$22.6K0.0%ETFLowBeaver, PA2026-10-16
Ascentis Independent Advisors
244$19.8K0.0%ETFLowDallas, TX2026-11-03
Hazlett, Burt & Watson, Inc.
116$90.0%CoreVery LowWheeling, WV2026-11-04
CoreCap Advisors, LLC
100$8.1K0.0%ETFMediumSouthfield, MI2026-10-08
Pinnacle Bancorp, Inc.
82$6.7K0.0%CoreVery LowBeatrice, NE2026-10-21