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JPMorgan Equity Focus ETF
JPEF

Overview Fund Activity

40 hedge funds and large institutions have $228M invested in JPMorgan Equity Focus ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
+14
Holders Change %
+53.85%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
12
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$28.4M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$45.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$38.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.64M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$5.92M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$22.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SWM
4
SFG Wealth Management
Maryland
$3.75M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$317K 5,300 +5,300 New
DWM
27
Denver Wealth Management
Colorado
$264K 4,418 +4,418 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$259K 4,339 +4,339 New
RJT
29
Raymond James Trust
Florida
$256K 4,287 +4,287 New
IGWM
30
ICA Group Wealth Management
Colorado
$206K 3,450 +1,090 +46%
DJSG
31
D.J. St. Germain
Massachusetts
$170K 2,836 – –
Jones Financial Companies
32
Jones Financial Companies
Missouri
$56.6K 947 +947 New
CAL
33
Capital Advisors Ltd
Ohio
$56K 938 +938 New
HCM
34
Highlander Capital Management
New Jersey
$50.8K 850 +850 New
US Bancorp
35
US Bancorp
Minnesota
$47.4K 793 – –
PS
36
Principal Securities
Iowa
$34.1K 571 +571 New
PCMC
37
Planning Capital Management Corporation
Pennsylvania
$7.05K 118 +118 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$4.96K 83 – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.45K 41 -76 -65%
GRP
40
Global Retirement Partners
California
$2.15K 36 – –
Jane Street
41
Jane Street
New York
– – -113,684 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– – -12,637 Closed
TRCT
43
Tower Research Capital (TRC)
New York
– – -890 Closed
UBS Group
44
UBS Group
Switzerland
– – -32 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
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