JPMorgan Equity Focus ETF
JPEF
JPEF
26 hedge funds and large institutions have $120M invested in JPMorgan Equity Focus ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
8.67% more ownership
Funds ownership: 24.99% → 33.67% (+8.7%)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Holders
26
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$24.3M | |
| 2 | +$21M | |
| 3 | +$5.99M | |
| 4 |
LPL Financial
San Diego,
California
|
+$4.7M |
| 5 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$3.6M |
Top Sellers
| 1 | -$1.22M | |
| 2 | -$556K | |
| 3 | -$400K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$357K |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$205K |