Skip to content
Disclosery

JPEF J P MORGAN EXCHANGE TRADED F

Follow

EQUITY FOCUS ETF (fund)

122 managers (125 13F filers) reported a position in JPEF shares at 2026-03-31, 13,706,619 shares in all. 19 filers opened a position and 17 filers sold out during the quarter.

Managers
122
13F filers
125
New
19
Added
38
Reduced
45
Sold out
17
Shares held by filers
13,706,619

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,925,866$138M0.04%-294,01413F-HRTimelineGroup
Avantax Planning Partners, Inc.1,787,833$128M3.52%new13F-HRTimeline
LPL Financial LLC1,315,349$94.5M0.03%+111,51113F-HRTimeline
Cetera Investment Advisers1,075,233$77.2M0.08%+523,56313F-HRTimeline
MML INVESTORS SERVICES, LLC673,133$48.3M0.13%-199,85313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY600,341$43.1M<0.01%+595,73613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC556,296$39.9M0.06%+26,27813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP517,225$36.2M0.02%+4,46613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.450,969$32.4M0.05%-68,22113F-HRTimelineGroup
Beaumont Financial Advisors, LLC392,979$28.2M1.94%-120,13613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.349,984$25.1M0.29%+30,73313F-HRTimelineGroup
Leverty Financial Group, LLC339,216$24.4M5.39%+17,11113F-HRTimeline
Balance Wealth Partners LLC268,448$19.3M5.99%-95,20713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA259,526$18.6M<0.01%+27,04813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN248,655$17.9M<0.01%+216,99613F-HR/ATimelineGroup
MONECO ADVISORS, LLC219,224$15.7M1.22%-12,79513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO213,765$15M<0.01%+134,67313F-HR/ATimelineGroup
NOVEM GROUP162,249$11.7M1.34%-19,07813F-HRTimeline
COZAD ASSET MANAGEMENT INC139,217$10M0.79%-1,52313F-HRTimeline
AlphaCore Capital LLC130,662$9.38M0.22%-13,29413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC122,738$8.81M<0.01%+9,10813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding114,850$8.25M+9,873Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…100,069$7.19M0.24%-19,64413F-HRTimelineGroup
Crestwood Advisors Group, LLC99,027$7.11M0.12%+15,42113F-HRTimeline
DAVENPORT & Co LLC89,691$6.44M0.04%+1,45113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…80,142$5.75M<0.01%-13,11213F-HRTimelineGroup
Kingsview Wealth Management, LLC76,985$5.53M0.08%+42,78613F-HRTimeline
MBL Wealth, LLC74,642$5.36M0.41%-93313F-HRTimeline
Cambridge Investment Research Advisors,…70,999$5.1M0.01%+7,98013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC69,902$5.02M1.63%+86413F-HRTimeline
Mariner, LLCin group Mariner, LLC67,659$4.86M0.01%+63,52013F-HRTimelineGroup
Investment Planning Advisors, Inc.65,573$4.71M1.3%+1,84913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding61,978$4.45M+7,216Timeline
MAGNOLIA CAPITAL ADVISORS LLC58,383$4.19M0.82%new13F-HRTimeline
Janney Montgomery Scott LLC51,549$3.7M0.01%-190,41413F-HRTimeline
IFP Advisors, Inc49,576$3.56M0.07%-29513F-HRTimeline
D.A. DAVIDSON & CO.46,055$3.31M0.02%-15,27713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC41,022$2.94M0.18%+2,33313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding40,124$2.88M-3,988Timeline
Contango Wealth Management LLC38,563$2.77M3.24%new13F-HRTimeline
HRT FINANCIAL LP37,295$2.68M0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,904$2.65M<0.01%-1,36713F-HRTimelineGroup
Mutual Advisors, LLC36,899$2.65M0.06%+77313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC36,808$2.64M0.45%+2,58813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC37,321$2.62M1.13%-41713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,666$2.37M0.02%-4,86913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,406$2.11M<0.01%+8,04113F-HRTimelineGroup
Ignite Planners, LLC22,089$1.59M0.24%-72513F-HRTimeline
Herold Advisors, Inc.20,965$1.51M0.33%+3,05713F-HRTimeline
Mayflower Financial Advisors, LLC18,183$1.31M0.16%new13F-HRTimeline
First Citizens Financial Corp17,443$1.25M0.59%013F-HRTimeline
CORA CAPITAL ADVISORS LLC16,970$1.22M0.4%+2,19313F-HRTimeline
SFG Wealth Management, LLC.15,866$1.14M0.47%-20,50013F-HRTimeline
Capital Advisors, Ltd. LLC15,027$1.08M0.12%-26713F-HRTimeline
Morangie Management LLC15,020$1.08M0.99%013F-HRTimeline
Southland Equity Partners LLC14,975$1.08M0.21%+42013F-HRTimeline
World Investment Advisors13,217$949K0.02%013F-HRTimeline
5T Wealth, LLC12,846$922K0.36%-56913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…12,603$905K0.33%-26213F-HRTimelineGroup
Capital Advisors Wealth Management, LLC12,376$889K0.12%+1,44813F-HRTimeline
Willow Financial LLC11,354$815K0.83%-1,59813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,274$810K0.01%+1,66113F-HRTimelineGroup
Medallion Wealth Advisors, LLC10,946$786K0.26%new13F-HRTimeline
Private Advisor Group, LLC10,553$758K<0.01%+27313F-HRTimeline
Steward Partners Investment Advisory, L…10,474$752K<0.01%-20,14513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,134$728K<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC8,273$594K0.01%+18013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV7,721$554K0.24%-2,51013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,383$530K<0.01%013F-HRTimeline
Modern Wealth Management, LLC7,307$527K0.01%-1,36713F-HRTimeline
Snowden Capital Advisors LLC7,321$526K0.01%-54313F-HRTimeline
Csenge Advisory Group7,225$519K0.02%-8413F-HRTimeline
Integrated Wealth Concepts LLC7,217$518K<0.01%new13F-HRTimeline
Atlas Private Wealth Advisors6,965$500K0.12%+97813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,829$419K<0.01%+60513F-HR/ATimelineGroup
INTEGRITY WEALTH ADVISORS, INC.5,555$399K0.24%-2,88613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,973$357K0.02%013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,563$328K0.03%+19713F-HRTimeline
Independent Advisor Alliance4,380$315K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,357$313K0.04%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,248$305K<0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC3,856$277K<0.01%new13F-HRTimeline
WNY Asset Management, LLC3,540$254K0.03%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,334$239K0.01%-1,13513F-HRTimeline
GoalVest Advisory LLC3,299$237K0.05%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,299$237K0.14%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,283$236K<0.01%-54713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC3,215$231K0.01%+26513F-HR/ATimeline
HBK Sorce Advisory LLC2,818$225K<0.01%013F-HRTimeline
NORTHLAND SECURITIES, INC.3,124$224K0.21%-26813F-HRTimeline
Advisory Alpha, LLC2,936$211K0.01%-79313F-HRTimeline
3Chopt Investment Partners, LLC1,885$135K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,797$130K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,511$109K0.01%-20313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,187$85.2K<0.01%+79613F-HRTimelineGroup
Strategic Wealth Advisors LLC1,060$76K0.06%new13F-HRTimeline
Root Financial Partners, LLC863$62K<0.01%-1613F-HRTimeline
HARBOUR INVESTMENTS, INC.822$59K<0.01%-2,81713F-HRTimeline
Farther Finance Advisors, LLC787$56.8K<0.01%-25,76613F-HRTimeline
GODSEY & GIBB, INC773$55.5K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…761$54.6K<0.01%new13F-HRTimelineGroup
1015 Capital Partners, LLC750$53.9K0.05%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…714$51.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC700$50.3K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC502$36K0.04%013F-HRTimeline
FMR LLCin group FMR LLC436$31.3K<0.01%+39513F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.278$20K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.270$19.4K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…159$11.4K<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC125$8.98K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd121$8.69K<0.01%-81213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC117$8K<0.01%-9,36113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.116$8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC100$7.18K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.95$6.82K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc80$5.75K<0.01%new13F-HRTimeline
Realta Investment Advisors76$5.46K<0.01%-12713F-HRTimeline
AE Wealth Management LLC67$4.8K<0.01%-4713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.56$4.02K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC55$3.98K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC22$2K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2$145<0.01%new13F-HRTimeline