JPEF J P MORGAN EXCHANGE TRADED F
FollowEQUITY FOCUS ETF (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in JPEF shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Leverty Financial Group, LLC | 354,233 | $28.8M | 5.25% | +8,610 | 13F-HRTimeline |
| Friday Financial | 23,823 | $1.93M | 0.38% | +15,501 | 13F-HRTimeline |
| First Citizens Financial Corp | 22,284 | $1.81M | 0.76% | +3,231 | 13F-HRTimeline |
| Capital Advisors Wealth Management, LLC | 11,980 | $974K | 0.11% | -182 | 13F-HRTimeline |
| GoalVest Advisory LLC | 2,658 | $216K | 0.04% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,444 | $117K | <0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 100 | $8.13K | <0.01% | -166 | 13F-HRTimeline |