J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF

SecurityJPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership49,576 shares
Latest Disclosed Value $ 3,560,033
IFP Advisors, Inc reports 0.59% decrease in ownership of JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 49,576 shares of J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF (US:JPEF) valued at $3,560,033 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 49,871 shares of J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF. This represents a change in shares of -0.59% during the quarter. The current value of the position is $3,991,483 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F J P MORGAN EXCHANGE TRADED F mc 46654Q781 49,576 -295 -0.59 3,560 -4.40 0.0738
2026-02-06 2025-12-31 13F J P MORGAN EXCHANGE TRADED F mc 46654Q781 49,871 119 0.24 3,725 1.03 0.0836
2026-02-06 2025-09-30 13F/A-1 J P MORGAN EXCHANGE TRADED FEQUITY FOCUS ETF mc 46654Q781 49,752 -20,528 -29.21 3,686 -25.22 0.0957
2025-12-02 2025-09-30 13F J P MORGAN EXCHANGE TRADED FEQUITY FOCUS ETF mc 46654Q781 49,752 -20,528 3,686 0.0951
2025-07-24 2025-06-30 13F J P MORGAN EXCHANGE TRADED FEQUITY FOCUS mc 46654Q781 70,280 -17,862 -20.27 4,929 -12.15 0.1402
2025-05-05 2025-03-31 13F J P MORGAN EXCHANGE TRADED F mc 46654Q781 88,142 6,210 7.58 5,611 2.06 0.1730
2025-02-04 2024-12-31 13F J P MORGAN EXCHANGE TRADED F mc 46654Q781 81,932 2,277 2.86 5,498 5.35 0.1801
2025-02-04 2024-09-30 13F J P MORGAN EXCHANGE TRADED F mc 46654Q781 79,655 79,655 5,220 0.1881
2024-01-09 2023-12-31 13F J P MORGAN EXCHANGE TRADED F mc 46654Q781 0 -112 -100.00 0 -100.00
2023-10-12 2023-09-30 13F J P MORGAN EXCHANGE TRADED F mc 46654Q781 112 112 5 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.