JPEF · Insider trading · 13F holders · Congress trades
J P Morgan Exchange Traded F (JPEF)
Who is buying and selling JPEF: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 18
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
JPEF at a glance
- No open-market insider purchases or sales of JPEF were filed in the last 90 days.
- 18 13F filers hold JPEF among their 50 largest positions, worth $285.2M combined. The biggest bets by portfolio weight are Balance Wealth Partners LLC (5.5%), Leverty Financial Group, LLC (5.2%) and Evergreen Wealth Partners LLC (3.9%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in JPEF.
JPEF insider trading
No open-market insider purchases or sales of JPEF were filed in the last 90 days.
Who owns JPEF? Hedge funds and superinvestors
18 13F filers hold JPEF among their 50 largest positions, worth $285.2M combined. The biggest bets by portfolio weight are Balance Wealth Partners LLC (5.5%), Leverty Financial Group, LLC (5.2%) and Evergreen Wealth Partners LLC (3.9%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc.Wealth manager | 3.8% | $154.6M | 1,924,120 | +7.6% shares | Q2 2026 |
| Leverty Financial Group, LLCWealth manager | 5.2% | $28.8M | 354,233 | +2.5% shares | Q3 2026 |
| Balance Wealth Partners LLCWealth manager | 5.5% | $23.1M | 284,319 | +3.6% shares | Q3 2026 |
| Moneco Advisors, LLCWealth manager | 0.9% | $15.3M | 190,357 | -13.2% shares | Q2 2026 |
| Cozad Asset Management IncWealth manager | 0.7% | $10.7M | 133,507 | -4.1% shares | Q2 2026 |
| Magnolia Capital Advisors LLCWealth manager | 1.7% | $9.8M | 121,565 | +108.2% shares | Q2 2026 |
| Evergreen Wealth Partners LLCWealth manager | 3.9% | $6.5M | 81,434 | — | Q2 2026 |
| Novem GroupWealth manager | 0.6% | $6.3M | 77,778 | -39.7% shares | Q3 2026 |
| MBL Wealth, LLCWealth manager | 0.4% | $6.1M | 75,063 | -0.0% shares | Q3 2026 |
| Castle Wealth Management LLCWealth manager | 1.6% | $5.5M | 68,720 | -1.7% shares | Q2 2026 |
| Investment Planning Advisors, Inc.Wealth manager | 1.2% | $5.1M | 63,239 | -4.2% shares | Q3 2026 |
| Flagship Wealth Advisors, LLCWealth manager | 0.7% | $3.0M | 37,569 | +0.7% shares | Q2 2026 |
| Contango Wealth Management LLCWealth manager | 3.2% | $2.8M | 38,563 | New | Q1 2026 |
| Friday FinancialWealth manager | 0.4% | $1.9M | 23,823 | — | Q3 2026 |
| First Citizens Financial CorpWealth manager | 0.8% | $1.8M | 22,284 | +17.0% shares | Q3 2026 |
| Cora Capital Advisors LLCWealth manager | 0.5% | $1.7M | 21,429 | +26.3% shares | Q2 2026 |
| SFG Wealth Management, LLC.Wealth manager | 0.5% | $1.3M | 15,795 | -0.4% shares | Q3 2026 |
| Willow Financial LLCWealth manager | 0.8% | $815K | 11,354 | -12.3% shares | Q1 2026 |
Each manager counts with its latest 13F (Q3 2026: 8, Q2 2026: 8, Q1 2026: 2). Screen JPEF in the grand portfolio →
JPEF stock trades by members of Congress
No member of Congress has disclosed a trade in JPEF.
JPEF questions and answers
Are insiders buying JPEF stock?
No open-market insider purchases or sales of JPEF were filed in the last 90 days.
Which hedge funds own JPEF?
18 13F filers hold JPEF among their 50 largest positions, worth $285.2M combined. The biggest bets by portfolio weight are Balance Wealth Partners LLC (5.5%), Leverty Financial Group, LLC (5.2%) and Evergreen Wealth Partners LLC (3.9%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
Has Congress traded JPEF?
No member of Congress has disclosed a trade in JPEF.
Who is the largest holder of JPEF?
Among 13F filers, Avantax Planning Partners, Inc. reports the largest JPEF position, $154.6M (1,924,120 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Balance Wealth Partners LLC's: 5.5% of its portfolio.
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