JPEF — JPMorgan Equity Focus ETF Institutional Holders · Q3 2026
Who owns JPMorgan Equity Focus ETF (JPEF)? 7 institutions reported holding $33.85M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Leverty Financial Group, LLC ($28.8M), Friday Financial ($1.9M), First Citizens Financial Corp ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Leverty Financial Group, LLC | $28.8M | 354,233 | Added |
| 2 | Friday Financial | $1.9M | 23,823 | Added |
| 3 | First Citizens Financial Corp | $1.8M | 22,284 | Added |
| 4 | Capital Advisors Wealth Management, LLC | $973,634 | 11,980 | Trimmed |
| 5 | GoalVest Advisory LLC | $216,021 | 2,658 | Hold |
| 6 | Farther Finance Advisors, LLC | $117,357 | 1,444 | Hold |
| 7 | CoreCap Advisors, LLC | $8,127 | 100 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30