JPMorgan Equity Focus ETF
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.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
119% more capital invested
Capital invested by funds: $54.9M → $120M (+$65.4M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
53% more funds holding
Funds holding: 17 → 26 (+9)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$22.8M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$19.7M |
| 3 |
Jane Street
New York
|
+$5.62M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.41M |
| 5 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$3.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.14M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$521K |
| 3 |
APS
American Planning Services
Sun City Center,
Florida
|
-$375K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$335K |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$193K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $1.69K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| – | -$5.31K | -112 | Closed |
|
JPEF Hedge Fund Activity: Q4 2023 in Review
26 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q4 2023, worth a combined $120M — up 119% from $54.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JPEF positions and 1 closed out — a net gain of 9 holders — while 4 added to existing stakes and 9 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $22.8M. The largest seller was Envestnet Asset Management, cutting an estimated $1.14M.
- 26 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $120M of JPMorgan Equity Focus ETF stock for Q4 2023, up 119% quarter-over-quarter.
- 10 funds opened new JPMorgan Equity Focus ETF positions in Q4 2023 and 1 closed out, a net change of +9 holders.
- The largest JPMorgan Equity Focus ETF buyer in Q4 2023 was Thrivent Financial for Lutherans, an estimated $22.8M added.
- The largest JPMorgan Equity Focus ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $1.14M sold.
Based on aggregated 13F filings for Q4 2023.