112 tracked 13F filers disclose a position in JPEF as of the latest SEC 13F filings, a combined $1.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $138.3M | 1.9M | ▼−13% Reduced · −294K sh | Q1 2026 | |
| 2 | Avantax Planning Partners, Inc. | $154.6M | 1.9M | ▲+7.6% Added · +136K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $94.5M | 1.3M | ▲+9.3% Added · +112K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $77.2M | 1.1M | ▲+95% Added · +524K sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $49.6M | 618K | ▼−8.2% Reduced · −55K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $43.1M | 600K | ▲130× Added · +596K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 556K | ▲+5.0% Added · +26K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $36.2M | 517K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $32.4M | 451K | ▼−13% Reduced · −68K sh | Q1 2026 | |
| 10 | Stratos Wealth Partners, LTD. | $28.9M | 360K | ▲+2.9% Added · +10K sh | Q2 2026 | |
| 11 | Leverty Financial Group, LLC | $27.8M | 346K | ▲+1.9% Added · +6K sh | Q2 2026 | |
| 12 | Beaumont Financial Advisors, LLC | $22.9M | 285K | ▼−27% Reduced · −108K sh | Q2 2026 | |
| 13 | Balance Wealth Partners LLC | $22.0M | 274K | ▲+2.2% Added · +6K sh | Q2 2026 | |
| 14 | ROYAL BANK OF CANADA | $18.6M | 260K | ▲+12% Added · +27K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $17.9M | 249K | ▲+685% Added · +217K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $15.0M | 214K | ▲+170% Added · +135K sh | Q1 2026 | |
| 17 | MONECO ADVISORS, LLC | $15.3M | 190K | ▼−13% Reduced · −29K sh | Q2 2026 | |
| 18 | Kestra Advisory Services, LLC | $11.3M | 141K | ▲+28% Added · +31K sh | Q2 2026 | |
| 19 | COZAD ASSET MANAGEMENT INC | $10.7M | 134K | ▼−4.1% Reduced · −6K sh | Q2 2026 | |
| 20 | NOVEM GROUP | $10.4M | 129K | ▼−21% Reduced · −33K sh | Q2 2026 | |
| 21 | AlphaCore Capital LLC | $10.0M | 125K | ▼−4.7% Reduced · −6K sh | Q2 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $8.8M | 123K | ▲+8.0% Added · +9K sh | Q1 2026 | |
| 23 | Crestwood Advisors Group, LLC | $9.6M | 119K | ▲+21% Added · +20K sh | Q2 2026 | |
| 24 | LEVEL FOUR ADVISORY SERVICES, LLC | $8.1M | 101K | ▲+0.7% Added · +691 sh | Q2 2026 | |
| 25 | DAVENPORT & Co LLC | $7.9M | 99K | ▲+10% Added · +9K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in JPEF and 20 added to an existing one, while 24 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 60 funds | $13.0B |
| NVIDIA CORPNVDA | 60 funds | $12.2B |
| MICROSOFT CORPMSFT | 60 funds | $11.7B |
| AMAZON.COM INCAMZN | 59 funds | $7.5B |
| ALPHABET INC-CL AGOOGL | 59 funds | $6.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 59 funds | $3.0B |
| TESLA INCTSLA | 59 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 58 funds | $6.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 58 funds | $2.8B |
| ISHARES CORE S&P 500 ETFIVV | 57 funds | $6.5B |
| BROADCOM INCAVGO | 57 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 57 funds | $3.5B |
Ranked by how many of JPEF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JEPQmc | 925 funds | $10.6B |
| HELOmc | 357 funds | $3.0B |
| JGROmc | 347 funds | $6.0B |
| JBNDmc | 295 funds | $5.7B |
| JIVEmc | 195 funds | $1.8B |
| JTEKmc | 161 funds | $1.0B |
| JMTGMORTGAGE BACKED | 155 funds | $6.1B |
| JPLDUIT EXCHANGE TRADED | 154 funds | $3.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JPEF
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JPEF/capital-change-brief"
Use Arkolith's capital_change_brief for JPEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JPEF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.