Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / EQUITY FOCUS ETF
-
Total 13F shares
-
1,904,489
-
Share change
-
+34,749
-
Total reported value
-
$142,242,996
-
Price per share
-
$74.69
-
Number of holders
-
20
-
Value change
-
+$2,593,468
-
Number of buys
-
12
-
Number of sells
-
5
Institutional Holders of J P MORGAN EXCHANGE TRADED F - EQUITY FOCUS ETF (JPEF) as of Q4 2025
As of 31 Dec 2025,
J P MORGAN EXCHANGE TRADED F - EQUITY FOCUS ETF (JPEF) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,904,489 shares.
The largest 10 holders included
Beaumont Financial Advisors, LLC, Balance Wealth, LLC, Leverty Financial Group, LLC, Stratos Wealth Partners, LTD., DAVENPORT & Co LLC, MBL Wealth, LLC, CASTLE WEALTH MANAGEMENT LLC, Investment Planning Advisors, Inc., First Citizens Financial Corp, and Capital Advisors, Ltd. LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.