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JPMorgan Equity Focus ETF
JPEF

Overview Fund Activity

107 hedge funds and large institutions have $819M invested in JPMorgan Equity Focus ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
13
Increased
49
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$83.8M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$49.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.6M
4
LFG
4
Leverty Financial Group
Wisconsin
$20.1M
5
Raymond James Financial
5
Raymond James Financial
Florida
$137M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$21.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.5M
3
SWM
3
SFG Wealth Management
Maryland
$0
4
VAM
4
Vienna Asset Management
California
$366K
5
ELI
5
Empire Life Investments
Ontario, Canada
$5.91M
Name Market Value Shares Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$5.35M 76,280 +4,213 +6%
CWM
27
Castle Wealth Management
Florida
$5.23M 74,549 +2,715 +4%
DADC
28
D.A. Davidson & Co
Montana
$5.03M 71,651 +19,855 +38%
FTS
29
Fifth Third Securities
Ohio
$4.98M 71,067 -15,977 -18%
MW
30
MBL Wealth
North Carolina
$4.95M 70,565 +31,565 +81%
IA
31
IFP Advisors
Florida
$4.93M 70,280 -17,862 -20%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$4.89M 69,703 +17,328 +33%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$4.86M 69,335 -13,568 -16%
Truist Financial
34
Truist Financial
North Carolina
$4.34M 61,921 -2,568 -4%
KWM
35
Kingsview Wealth Management
Oregon
$4M 57,043 +6,001 +12%
CSP
36
Cary Street Partners
Virginia
$3.47M 49,536 +894 +2%
CAG
37
Crestwood Advisors Group
Massachusetts
$3.14M 44,743 +5,789 +15%
EH
38
Equitable Holdings
New York
$2.82M 40,273 -3,773 -9%
TFS
39
Thoroughbred Financial Services
Tennessee
$2.79M 39,719 -10,570 -21%
Stifel Financial
40
Stifel Financial
Missouri
$2.76M 39,283 +2,681 +7%
FWA
41
Flagship Wealth Advisors
Massachusetts
$2.64M 37,652 +133 +0.4%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.53M 36,008 -5,410 -13%
GLA
43
Good Life Advisors
Pennsylvania
$2.44M 34,844 -12,835 -27%
TSWM
44
Tyler-Stone Wealth Management
Ohio
$2.36M 33,602 +3,620 +12%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$1.73M 24,732 +1,544 +7%
IP
46
Ignite Planners
California
$1.7M 24,014 -622 -3%
IWA
47
Integrity Wealth Advisors
California
$1.29M 18,330 +7,738 +73%
CAL
48
Capital Advisors Ltd
Ohio
$1.22M 17,359 +861 +5%
SPIA
49
Steward Partners Investment Advisory
New York
$1.11M 15,764 +11,683 +286%
FPCP
50
Fort Point Capital Partners
California
$1.08M 15,387 +471 +3%
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