JPEF Institutional Ownership
JPMorgan Equity Focus ETF
1W: +0.2%
1M: +1.9%
3M: +1.6%
YTD: +10.1%
1Y: +11.4%
3Y: +77.1%
$82.06
+0.88 (+1.09%)
Weekly Expected Move ±1.4%
$80
$81
$82
$83
$84
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Institutional Ownership — JPEF
137
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
15
New Positions
46
Increased
59
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (155 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Avantax Planning Partners, Inc. | 1,924,120 | $158M | +136,287 | +7.6% | 2Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 1,823,280 | $150M | -102,586 | -5.3% | 7Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,432,378 | $118M | +117,029 | +8.9% | 12Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 1,343,883 | $110M | +268,650 | +25.0% | 10Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC | 617,646 | $51M | -55,487 | -8.2% | 10Q | SEC ↗ |
| 6 | MORGAN STANLEY | 600,496 | $49M | +155 | +0.0% | 6Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 563,226 | $46M | +6,930 | +1.2% | 12Q | SEC ↗ |
| 8 | JONES FINANCIAL COMPANIES LLLP | 552,306 | $45M | +35,081 | +6.8% | 10Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 438,377 | $36M | -12,592 | -2.8% | 12Q | SEC ↗ |
| 10 | Stratos Wealth Partners, LTD. | 360,268 | $30M | +10,284 | +2.9% | 7Q | SEC ↗ |
| 11 | Leverty Financial Group, LLC | 345,623 | $28M | +6,407 | +1.9% | 5Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 298,799 | $25M | +50,144 | +20.2% | 4Q | SEC ↗ |
| 13 | Beaumont Financial Advisors, LLC | 285,193 | $23M | -107,786 | -27.4% | 11Q | SEC ↗ |
| 14 | Balance Wealth Partners LLC | 274,373 | $23M | +5,925 | +2.2% | 6Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 236,466 | $19M | -23,060 | -8.9% | 9Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 226,959 | $19M | +13,194 | +6.2% | 12Q | SEC ↗ |
| 17 | MONECO ADVISORS, LLC | 190,357 | $16M | -28,867 | -13.2% | 9Q | SEC ↗ |
| 18 | Kestra Advisory Services, LLC | 140,979 | $12M | +30,630 | +27.8% | 7Q | SEC ↗ |
| 19 | COZAD ASSET MANAGEMENT INC | 133,507 | $11M | -5,710 | -4.1% | 12Q | SEC ↗ |
| 20 | NOVEM GROUP | 128,961 | $11M | -33,288 | -20.5% | 7Q | SEC ↗ |
| 21 | AlphaCore Capital LLC | 124,528 | $10M | -6,134 | -4.7% | 3Q | SEC ↗ |
| 22 | MAGNOLIA CAPITAL ADVISORS LLC | 121,565 | $10M | +63,182 | +108.2% | 2Q | SEC ↗ |
| 23 | Crestwood Advisors Group, LLC | 119,383 | $10M | +20,356 | +20.6% | 8Q | SEC ↗ |
| 24 | LEVEL FOUR ADVISORY SERVICES, LLC | 100,760 | $8M | +691 | +0.7% | 11Q | SEC ↗ |
| 25 | DAVENPORT & Co LLC | 98,693 | $8M | +9,002 | +10.0% | 9Q | SEC ↗ |
| 26 | Kingsview Wealth Management, LLC | 91,930 | $8M | +14,945 | +19.4% | 7Q | SEC ↗ |
| 27 | Private Advisor Group, LLC | 85,107 | $7M | +74,554 | +706.5% | 11Q | SEC ↗ |
| 28 | Evergreen Wealth Partners LLC NEW | 81,434 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 29 | MBL Wealth, LLC | 75,077 | $6M | +435 | +0.6% | 8Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 71,941 | $6M | -50,797 | -41.4% | 12Q | SEC ↗ |
| 31 | CASTLE WEALTH MANAGEMENT LLC | 68,720 | $6M | -1,182 | -1.7% | 9Q | SEC ↗ |
| 32 | Investment Planning Advisors, Inc. | 65,993 | $5M | +420 | +0.6% | 9Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 63,846 | $5M | -7,153 | -10.1% | 10Q | SEC ↗ |
| 34 | CARY STREET PARTNERS FINANCIAL LLC | 63,776 | $5M | +1,816 | +2.9% | 7Q | SEC ↗ |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 55,314 | $5M | -24,828 | -31.0% | 11Q | SEC ↗ |
| 36 | D.A. DAVIDSON & CO. | 40,647 | $3M | -5,408 | -11.7% | 9Q | SEC ↗ |
| 37 | Contango Wealth Management LLC NEW | 38,563 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 38 | FLAGSHIP WEALTH ADVISORS, LLC | 37,569 | $3M | +248 | +0.7% | 6Q | SEC ↗ |
| 39 | D L CARLSON INVESTMENT GROUP INC | 37,260 | $3M | +452 | +1.2% | 4Q | SEC ↗ |
| 40 | Mutual Advisors, LLC | 35,361 | $3M | -1,538 | -4.2% | 4Q | SEC ↗ |
| 41 | THOROUGHBRED FINANCIAL SERVICES, LLC | 33,600 | $3M | -7,422 | -18.1% | 12Q | SEC ↗ |
| 42 | Janney Montgomery Scott LLC | 30,802 | $3M | -20,747 | -40.2% | 10Q | SEC ↗ |
| 43 | Herold Advisors, Inc. | 27,188 | $2M | +6,223 | +29.7% | 7Q | SEC ↗ |
| 44 | Equitable Holdings, Inc. | 23,247 | $2M | -8,419 | -26.6% | 11Q | SEC ↗ |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,890 | $2M | -7,516 | -25.6% | 5Q | SEC ↗ |
| 46 | Ignite Planners, LLC | 21,779 | $2M | -310 | -1.4% | 6Q | SEC ↗ |
| 47 | CORA CAPITAL ADVISORS LLC | 21,429 | $2M | +4,459 | +26.3% | 7Q | SEC ↗ |
| 48 | Medallion Wealth Advisors, LLC | 20,704 | $2M | +9,758 | +89.1% | 2Q | SEC ↗ |
| 49 | Fifth Third Securities, Inc. | 19,297 | $2M | -16,973 | -46.8% | 12Q | SEC ↗ |
| 50 | First Citizens Financial Corp | 19,053 | $2M | +1,610 | +9.2% | 6Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Evergreen Wealth Partners LLC | 81,434 | $7M |
| Contango Wealth Management LLC | 38,563 | $3M |
| BESSEMER GROUP INC | 17,269 | $1M |
| National Philanthropic Trust | 9,875 | $810K |
| Friday Financial | 8,322 | $683K |
| Focus Partners Advisor Solutions, L | 7,982 | $655K |
| Retirement Planning Group, LLC | 3,570 | $293K |
| BANK OF AMERICA CORP /DE | 3,253 | $267K |
| D. E. Shaw & Co., Inc. | 3,137 | $257K |
| StoneX Group Inc. | 2,699 | $221K |
| KINGSWOOD WEALTH ADVISORS, LLC | 2,604 | $214K |
| Pasadena Private Wealth, LLC | 2,600 | $213K |
| Institute for Wealth Management, LL | 865 | $71K |
| Global Retirement Partners, LLC | 752 | $62K |
| AMERIFLEX GROUP, INC. | 350 | $29K |
| Regatta Research & Money Management | 181 | $15K |
| Sunbelt Securities, Inc. | 95 | $8K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 220,287 | $18M |
| Mariner, LLC | 67,659 | $6M |
| Empire Life Investments Inc. | 44,279 | $4M |
| HRT FINANCIAL LP | 37,295 | $3M |
| TRUIST FINANCIAL CORP | 32,644 | $3M |
| CITADEL ADVISORS LLC | 9,235 | $758K |
| Vienna Asset Management LLC | 5,631 | $462K |
| Orion Porfolio Solutions, LLC | 5,431 | $446K |
| DENVER WEALTH MANAGEMENT, INC. | 4,883 | $401K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4,501 | $369K |
| Independent Advisor Alliance | 4,380 | $359K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 4,197 | $344K |
| NCP Inc. | 4,154 | $341K |
| Advisory Alpha, LLC | 2,936 | $241K |
| CIBC WORLD MARKET INC. | 2,874 | $236K |
| Carnegie Lake Advisors LLC | 2,850 | $234K |
| UBS Group AG | 2,089 | $171K |
| Strategic Wealth Advisors LLC | 1,060 | $87K |
| Root Financial Partners, LLC | 863 | $71K |
| Western Wealth Management, LLC | 858 | $70K |