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JPMorgan Equity Focus ETF

124 hedge funds and large institutions have $983M invested in JPMorgan Equity Focus ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $849M → $983M (+$134M)

4.02% more ownership

Funds ownership: 53.17%57.19% (+4%)

1% more funds holding

Funds holding: 123124 (+1)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
38
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$5.75M -$977K -13,112 -14%
KWM
27
Kingsview Wealth Management
Oregon
$5.53M +$3.19M +42,786 +125%
MW
28
MBL Wealth
North Carolina
$5.36M -$69.5K -933 -1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$5.1M +$595K +7,980 +13%
CWM
30
Castle Wealth Management
Florida
$5.02M +$64.4K +864 +1%
Mariner
31
Mariner
Kansas
$4.86M +$4.74M +63,520 +1,535%
IPA
32
Investment Planning Advisors
Georgia
$4.71M +$138K +1,849 +3%
CSP
33
Cary Street Partners
Virginia
$4.45M +$538K +7,222 +13%
MCA
34
Magnolia Capital Advisors
Mississippi
$4.19M +$4.35M +58,383 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$3.7M -$14.2M -190,414 -79%
IA
36
IFP Advisors
Florida
$3.56M -$22K -295 -0.6%
DADC
37
D.A. Davidson & Co
Montana
$3.31M -$1.14M -15,277 -25%
TFS
38
Thoroughbred Financial Services
Tennessee
$2.94M +$174K +2,333 +6%
CWM
39
Contango Wealth Management
California
$2.77M +$2.87M +38,563 New
HF
40
HRT Financial
New York
$2.68M +$2.78M +37,295 New
Stifel Financial
41
Stifel Financial
Missouri
$2.65M -$102K -1,367 -4%
MA
42
Mutual Advisors
Nebraska
$2.65M +$57.6K +773 +2%
DLCIG
43
D.L. Carlson Investment Group
New Hampshire
$2.64M +$193K +2,588 +8%
FWA
44
Flagship Wealth Advisors
Massachusetts
$2.62M -$31.1K -417 -1%
FTS
45
Fifth Third Securities
Ohio
$2.6M -$549K -7,369 -17%
EH
46
Equitable Holdings
New York
$2.37M -$363K -4,869 -13%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.11M +$599K +8,041 +38%
IP
48
Ignite Planners
California
$1.59M -$54K -725 -3%
HA
49
Herold Advisors
New York
$1.51M +$228K +3,057 +17%
MFA
50
Mayflower Financial Advisors
Massachusetts
$1.31M +$1.36M +18,183 New