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Disclosery

JPEF J P MORGAN EXCHANGE TRADED F

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EQUITY FOCUS ETF (fund)

120 managers (121 13F filers) reported a position in JPEF shares at 2026-06-30, 13,987,505 shares in all. 13 filers opened a position and 14 filers sold out during the quarter.

Managers
120
13F filers
121
New
13
Added
46
Reduced
43
Sold out
14
Shares held by filers
13,987,505

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Avantax Planning Partners, Inc.1,924,120$155M3.85%+136,28713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,823,280$146M0.04%-102,58613F-HRTimelineGroup
LPL Financial LLC1,432,378$115M0.03%+117,02913F-HRTimeline
Cetera Investment Advisers1,343,883$108M0.1%+268,65013F-HRTimeline
MML INVESTORS SERVICES, LLC617,646$49.6M0.1%-55,48713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY600,496$48.2M<0.01%+15513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC563,226$45.2M0.06%+6,93013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP552,306$43.5M0.02%+35,08113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.438,377$35.2M0.04%-12,59213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.360,268$28.9M0.29%+10,28413F-HRTimelineGroup
Leverty Financial Group, LLC345,623$27.8M5.4%+6,40713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN298,799$24M<0.01%+50,14413F-HRTimelineGroup
Beaumont Financial Advisors, LLC285,193$22.9M1.46%-107,78613F-HRTimeline
Balance Wealth Partners LLC274,373$22M5.86%+5,92513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA236,466$19M<0.01%-23,06013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO226,959$18.1M<0.01%+13,19413F-HRTimelineGroup
MONECO ADVISORS, LLC190,357$15.3M0.93%-28,86713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding140,979$11.3M+26,129Timeline
COZAD ASSET MANAGEMENT INC133,507$10.7M0.69%-5,71013F-HRTimeline
NOVEM GROUP128,961$10.4M1.05%-33,28813F-HRTimeline
AlphaCore Capital LLC124,528$10M0.18%-6,13413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC121,565$9.77M1.68%+63,18213F-HRTimeline
Crestwood Advisors Group, LLC119,383$9.59M0.14%+20,35613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…100,760$8.09M0.23%+69113F-HRTimelineGroup
DAVENPORT & Co LLC98,693$7.93M0.04%+9,00213F-HRTimeline
Kingsview Wealth Management, LLC91,930$7.38M0.09%+14,94513F-HRTimeline
Private Advisor Group, LLC85,107$6.84M0.03%+74,55413F-HRTimeline
Evergreen Wealth Partners LLC81,434$6.54M3.93%new13F-HRTimeline
MBL Wealth, LLC75,077$6.03M0.41%+43513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,941$5.78M<0.01%-50,79713F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC68,720$5.52M1.64%-1,18213F-HRTimeline
Investment Planning Advisors, Inc.65,993$5.3M1.23%+42013F-HRTimeline
Cambridge Investment Research Advisors,…63,846$5.13M0.01%-7,15313F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding63,776$5.12M+1,798Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,314$4.44M<0.01%-24,82813F-HRTimelineGroup
D.A. DAVIDSON & CO.40,647$3.27M0.02%-5,40813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC37,569$3.02M0.68%+24813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC37,260$2.99M0.48%+45213F-HRTimeline
Mutual Advisors, LLC35,361$2.84M0.05%-1,53813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC33,600$2.7M0.13%-7,42213F-HRTimeline
Janney Montgomery Scott LLC30,802$2.47M<0.01%-20,74713F-HRTimeline
Herold Advisors, Inc.27,188$2.18M0.43%+6,22313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,247$1.87M0.01%-8,41913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding23,151$1.86M-16,973Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,890$1.76M<0.01%-7,51613F-HRTimelineGroup
Ignite Planners, LLC21,779$1.75M0.24%-31013F-HRTimeline
CORA CAPITAL ADVISORS LLC21,429$1.72M0.48%+4,45913F-HRTimeline
First Citizens Financial Corp19,053$1.53M0.64%+1,61013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,499$1.49M<0.01%-18,40513F-HRTimelineGroup
Medallion Wealth Advisors, LLC20,704$1.48M0.47%+9,75813F-HRTimeline
Mayflower Financial Advisors, LLC17,548$1.41M0.12%-63513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC17,269$1.39M<0.01%new13F-HRTimelineGroup
SFG Wealth Management, LLC.15,866$1.27M0.46%013F-HRTimeline
Southland Equity Partners LLC15,420$1.24M0.22%+44513F-HRTimeline
Capital Advisors, Ltd. LLC15,090$1.21M0.12%+6313F-HRTimeline
Morangie Management LLC14,775$1.19M0.99%-24513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…12,702$1.02M0.32%+9913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,446$1000K0.01%+1,17213F-HRTimelineGroup
Capital Advisors Wealth Management, LLC12,162$977K0.11%-21413F-HRTimeline
5T Wealth, LLC12,092$971K0.36%-75413F-HRTimeline
World Investment Advisors13,217$949K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…11,096$891K<0.01%+62213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,134$814K<0.01%013F-HRTimelineGroup
National Philanthropic Trust9,875$793K0.01%new13F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV9,450$759K0.28%+1,72913F-HRTimeline
Integrated Wealth Concepts LLC8,863$712K<0.01%+1,64613F-HRTimeline
Friday Financial8,322$669K0.18%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,281$665K<0.01%+89813F-HR/ATimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth7,982$641K0.01%new13F-HRTimelineGroup
Csenge Advisory Group7,144$574K0.02%-8113F-HRTimeline
Atlas Private Wealth Advisors7,100$570K0.12%+13513F-HRTimeline
Snowden Capital Advisors LLC6,779$545K0.01%-54213F-HRTimeline
Qube Research & Technologies Ltd6,700$538K<0.01%+6,57913F-HRTimeline
Modern Wealth Management, LLC6,302$506K0.01%-1,00513F-HRTimeline
IFP Advisors, Inc6,106$490K0.01%-43,47013F-HRTimeline
OneDigital Investment Advisors LLC5,768$463K<0.01%-2,50513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,314$427K0.01%+4,12713F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,973$399K0.02%013F-HRTimelineGroup
FMR LLCin group FMR LLC4,601$370K<0.01%+4,16513F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,533$364K0.03%-3013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,357$350K0.04%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,264$343K<0.01%-1,56513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC4,248$341K<0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC3,855$310K<0.01%-113F-HRTimeline
Retirement Planning Group, LLC3,570$287K0.01%new13F-HRTimeline
WNY Asset Management, LLC3,443$277K0.02%-9713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,283$264K0.01%013F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI3,282$264K0.01%-5213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,253$261K<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,137$252K<0.01%new13F-HRTimelineGroup
HBK Sorce Advisory LLC2,999$247K<0.01%+18113F-HRTimeline
NORTHLAND SECURITIES, INC.3,048$245K0.14%-7613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,699$217K0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,668$214K<0.01%-54713F-HRTimeline
GoalVest Advisory LLC2,658$214K0.04%-64113F-HRTimeline
GENTRY PRIVATE WEALTH, LLC2,658$214K0.11%-64113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,604$209K0.01%new13F-HRTimeline
Pasadena Private Wealth, LLC2,600$209K0.03%new13F-HRTimeline
3Chopt Investment Partners, LLC1,838$148K0.03%-4713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,797$144K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,511$121K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,444$116K<0.01%+65713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,168$93.8K<0.01%+34613F-HRTimeline
1015 Capital Partners, LLC1,150$92.4K0.08%+40013F-HRTimeline
Institute for Wealth Management, LLC.865$69.5K0.01%new13F-HRTimeline
Global Retirement Partners, LLC752$60.4K<0.01%13F-HRTimeline
GODSEY & GIBB, INC573$46K<0.01%-20013F-HRTimeline
Financial Network Wealth Advisors LLC502$40.3K0.04%013F-HRTimeline
AMERIFLEX GROUP, INC.350$28.1K0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.278$22.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC266$21.4K<0.01%+16613F-HRTimeline
Realta Investment Advisors231$18.6K0.01%+15513F-HRTimeline
Regatta Research & Money Management181$14.5K0.01%13F-HRTimeline
AE Wealth Management LLC167$13.4K<0.01%+10013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC117$9K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.116$9K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.82$6.59K<0.01%-18813F-HRTimeline
AdvisorNet Financial, Inc80$6.43K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.56$4.5K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC2$161<0.01%013F-HRTimeline