Jpmorgan Equity Focus ETF
$81.10-0.3%
+$39.6M
Net Activity
+2.60% total shares
Institutions Holding
122
Popularity Rank
#4155
Avg Weight
0.31%
Total Value
$1.1B
122 institutions currently hold JPEF, with 59 net buyers and 61 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
61
Net Buying Institutions
59
Top 5 by Value
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Across its top 20 institutional holders, JPEF's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 23/100).
JPEF ranks #4155 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
JPEF is a top-conviction position for Balance Wealth Partners LLC — at 5.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in JPEF belongs to Avantax Planning Partners, Inc., but the position matters far more to Balance Wealth Partners LLC, who has 5.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Cetera Investment Advisers has added to its JPEF position for two straight quarters, increasing it by $66.8M to reach $108.0M today.
Janney Montgomery Scott LLC has trimmed its JPEF position for two straight quarters, cutting it by $15.6M while still holding $2.5M.
JPEF is down 0.3% today, but institutions show net buying of $39.6M this quarter — a divergence between today's price move and the underlying institutional flow.
+$84.8M
Total Buy Value
$57.0M
Total Sell Value
59
Net Buyers
61
Net Sellers
JPEF
Q2 2026
Top 5 Institutional Movers
+$30.7M
+$26.2M
+$20.6M
+$8.2M
JPEF does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46654Q781
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,062
Total reported value
$377.6B
Held by 4062 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,141
Total reported value
$2.9T
Held by 6141 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Access JPEF's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/JPEFCLI
npx alphasmo stocks get JPEF