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JPMorgan Equity Focus ETF
JPEF

53 hedge funds and large institutions have $261M invested in JPMorgan Equity Focus ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

29% more funds holding

Funds holding: 41 → 53 (+12)

14% more capital invested

Capital invested by funds: $229M → $261M (+$32.3M)

3.16% less ownership

Funds ownership: 42.39% → 39.23% (-3.2%)

Holders
53
Holders Change
+12
Holders Change %
+29.27%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
20
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$11.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.29M
3
LPL Financial
LPL Financial
California
+$7.11M
4
LFAS
Level Four Advisory Services
Texas
+$6.43M
5
RJA
Raymond James & Associates
Florida
+$4.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$36M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$6.24M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$830K
5
Osaic Holdings
Osaic Holdings
Arizona
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$762K +$728K +12,214 New
TFS
27
Thoroughbred Financial Services
Tennessee
$761K +$216K +3,625 +42%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$727K +$683K +11,453 New
Citadel Advisors
29
Citadel Advisors
Florida
$702K +$671K +11,252 New
CWM
30
Castle Wealth Management
Florida
$526K +$503K +8,431 New
RJT
31
Raymond James Trust
Florida
$497K +$220K +3,683 +86%
PAG
32
Private Advisor Group
New Jersey
$396K +$45.4K +761 +14%
EH
33
Equitable Holdings
New York
$381K +$38K +637 +12%
FPCP
34
Fort Point Capital Partners
California
$374K +$358K +6,005 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$316K +$43.5K +729 +17%
DWM
36
Denver Wealth Management
Colorado
$276K – – –
IGWM
37
ICA Group Wealth Management
Colorado
$274K +$56.4K +946 +27%
DC
38
Davenport & Co
Virginia
$256K +$245K +4,101 New
TRCT
39
Tower Research Capital (TRC)
New York
$238K +$227K +3,810 New
GPW
40
Gentry Private Wealth
Kansas
$206K +$197K +3,299 New
CAWM
41
Capital Advisors Wealth Management
Washington
$205K +$196K +3,291 New
AA
42
Advisory Alpha
Michigan
$204K +$195K +3,271 New
TVAMP
43
Tennessee Valley Asset Management Partners
Tennessee
$201K +$192K +3,224 New
DJSG
44
D.J. St. Germain
Massachusetts
$177K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$161K +$149K +2,495 +3,006%
SPIA
46
Steward Partners Investment Advisory
New York
$89.7K +$85.8K +1,439 New
CAL
47
Capital Advisors Ltd
Ohio
$58K – – –
US Bancorp
48
US Bancorp
Minnesota
$49.5K – – –
PS
49
Principal Securities
Iowa
$35.6K – – –
FNWA
50
Financial Network Wealth Advisors
Utah
$31.3K +$29.9K +502 New
1
2
3

JPEF Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q2 2024, worth a combined $261M — up 14% from $229M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JPEF positions and 5 closed out — a net gain of 14 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $11.1M. The largest seller was JP Morgan Chase, cutting an estimated $36M.

  • 53 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $261M of JPMorgan Equity Focus ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 19 funds opened new JPMorgan Equity Focus ETF positions in Q2 2024 and 5 closed out, a net change of +14 holders.
  • The largest JPMorgan Equity Focus ETF buyer in Q2 2024 was Thrivent Financial for Lutherans, an estimated $11.1M added.
  • The largest JPMorgan Equity Focus ETF seller in Q2 2024 was JP Morgan Chase, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2024.