JPMorgan Equity Focus ETF (JPEF)
ETF ยท Nasdaq
JPMorgan Equity Focus ETF (JPEF) is an exchange-traded fund listed on Nasdaq, where it has traded since July 29, 2011.
- Type
- Exchange-traded fund
- Listed On
- Nasdaq
- Listed Since
- July 29, 2011
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 122 institutions reported holding JPEF, with 14.0 million shares worth $1.1 billion in aggregate. The largest reported holder was Avantax Planning Partners, with 1.9 million shares worth $154.6 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Avantax Planning Partners | 1,924,120 | $155M | Added 7.62% |
| Raymond James Financial | 1,823,280 | $146M | Reduced 5.33% |
| Lpl Financial | 1,432,378 | $115M | Added 8.9% |
| Cetera Investment Advisers | 1,343,883 | $108M | Added 24.99% |
| Mml Investors Services | 617,646 | $50M | Reduced 8.24% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is JPEF?
JPMorgan Equity Focus ETF (JPEF) is an exchange-traded fund listed on Nasdaq, where it has traded since July 29, 2011.
Who are the largest institutional holders of JPEF?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of JPEF were Avantax Planning Partners, Raymond James Financial and Lpl Financial.
How many institutions own JPEF?
122 institutions reported a position in JPEF for the quarter ended June 30, 2026, worth $1.1 billion in total.
Did institutions buy or sell JPEF last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for JPEF.
Every reported institutional holder, plus insider and congressional trades in JPEF, on SentiSense.