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JPMorgan Equity Focus
JPEF • NASDAQ
JPMorgan Equity Focus is an exchange-traded fund on NASDAQ. As of Q3 2025, 117 institutional investors hold shares in this ETF, with total holdings valued at $816.4M. RAYMOND JAMES FINANCIAL INC is the largest holder with a position valued at $161.3M.
Overview
Overview of institutional ownership in JPEF as of Q3 2025
All Institutions
- Institutions
- 117
- Value Held
- $816.4M
- Shares Held
- 11.0M
- Avg Position
- $7.0M
- Median Position
- $718.5K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $431.6K
- Shares Held
- 5.8K
- Avg Position
- $431.6K
- Median Position
- $431.6K
Biggest Investors
Institutions with the largest positions in JPEF as of Q3 2025
| Institution | Position Value |
|---|---|
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $161.3M 0.05% of portfolio |
L LPL Financial LLC Institution | $87.5M 0.03% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $66.4M 0.18% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $41.0M 0.06% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $40.0M 0.05% of portfolio |
A Advisor Group Holdings, Inc. Institution | $39.5M 0.06% of portfolio |
B Beaumont Financial Advisors, LLC Institution | $38.5M 2.73% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $34.6M 0.02% of portfolio |
 Balance Wealth, LLC RIA/Wealth | $25.5M 6.36% of portfolio |
L Leverty Financial Group, LLC RIA/Wealth | $23.8M 6.18% of portfolio |
Net Capital Flow
Institutional buying and selling activity for JPEF in Q3 2025
- Traded
- −$43.6M
- Buyers
- 50
- Sellers
- 47
- Total Bought
- +$75.0M
- Total Sold
- −$118.6M
- Avg Position
- $6.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$16.2M +218.7K shares |
Cetera Investment Advisers RIA/Wealth | +$15.3M +206.4K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$7.4M +99.7K shares |
 SFG Wealth Management, LLC. RIA/Wealth | +$4.1M +56.0K shares |
R ROYAL BANK OF CANADA Institution | +$3.8M +51.7K shares |
 Janney Montgomery Scott LLC RIA/Wealth | +$3.4M +45.6K shares |
L Leverty Financial Group, LLC RIA/Wealth | +$2.6M +35.0K shares |
 Mutual Advisors, LLC RIA/Wealth | +$2.5M +33.0K shares |
 D L CARLSON INVESTMENT GROUP INC RIA/Wealth | +$2.3M +31.5K shares |
 Farther Finance Advisors, LLC RIA/Wealth | +$1.7M +22.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
I Investment Planning Advisors, Inc. Institution | −$31.2M −420.7K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$22.6M −322.2K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | −$13.4M −180.6K shares |
B Beaumont Financial Advisors, LLC Institution | −$13.3M −179.4K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$13.1M −176.6K shares |
 BridgePort Financial Solutions, LLC RIA/Wealth | −$5.5M −78.8K shares |
 LEVEL FOUR ADVISORY SERVICES, LLC RIA/Wealth | −$3.9M −52.0K shares |
 Kingsview Wealth Management, LLC RIA/Wealth | −$1.6M −21.5K shares |
 IFP Advisors, Inc RIA/Wealth | −$1.5M −20.5K shares |
 Wealthcare Advisory Partners LLC RIA/Wealth | −$1.5M −20.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited JPEF in Q3 2025
- New Positions
- 10
- New Value
- $6.1M
- Exited Positions
- 3
- Exited Value
- $29.2M
New Positions
| Institution | Position Value |
|---|---|
Mutual Advisors, LLC RIA/Wealth | $2.5M 33.0K shares |
D L CARLSON INVESTMENT GROUP INC RIA/Wealth | $2.3M 31.5K shares |
 Apexium Financial, LP RIA/Wealth | $750.8K 10.1K shares |
 SMITH SHELLNUT WILSON LLC /ADV RIA/Wealth | $255.0K 3.4K shares |
 Capital Analysts, Inc. RIA/Wealth | $183.7K 2.5K shares |
 WELLS FARGO & COMPANY/MN Institution | $40.5K 546.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | $14.8K 200.0 shares |
R Root Financial Partners, LLC RIA/Wealth | $11.4K 154.0 shares |
A Advisory Services Network, LLC RIA/Wealth | $4.1K 55.0 shares |
 Coastal Investment Advisors, Inc. RIA/Wealth | $1.6K 22.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $22.6M 322.2K shares |
BridgePort Financial Solutions, LLC RIA/Wealth | $5.5M 78.8K shares |
 Fort Point Capital Partners, LLC Fund of Funds | $1.1M 15.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in JPEF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with JPEF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Balance Wealth, LLC RIA/Wealth | 6.36% $25.5M |
L Leverty Financial Group, LLC RIA/Wealth | 6.18% $23.8M |
B Beaumont Financial Advisors, LLC Institution | 2.73% $38.5M |
 CASTLE WEALTH MANAGEMENT LLC RIA/Wealth | 1.82% $5.4M |
SFG Wealth Management, LLC. RIA/Wealth | 1.80% $4.1M |
 NOVEM GROUP RIA/Wealth | 1.62% $13.5M |
I Investment Planning Advisors, Inc. Institution | 1.43% $4.5M |
 MONECO Advisors, LLC RIA/Wealth | 1.39% $16.6M |
 Morangie Management LLC RIA/Wealth | 0.96% $1.1M |
 FLAGSHIP WEALTH ADVISORS, LLC RIA/Wealth | 0.92% $2.8M |
Hedge Fund Spotlight
Discover hedge funds investing in JPEF
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
J
Position in JPMorgan Equity Focus
- Market Value
- $431.6K
- Shares Held
- 5.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
