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JPMorgan Equity Focus ETF
JPEF

Overview Fund Activity

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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+13
Holders Change %
+32.5%
% 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
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$58.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.1M
3
LPL Financial
3
LPL Financial
California
$30.5M
4
LFAS
4
Level Four Advisory Services
Texas
$8.97M
5
RJA
5
Raymond James & Associates
Florida
$10.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.33M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$17.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.55M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$762K +$762K +12,214 New
TFS
27
Thoroughbred Financial Services
Tennessee
$761K +$226K +3,625 +42%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$727K +$727K +11,453 New
Citadel Advisors
29
Citadel Advisors
Florida
$702K +$702K +11,252 New
CWM
30
Castle Wealth Management
Florida
$526K +$526K +8,431 New
RJT
31
Raymond James Trust
Florida
$497K +$230K +3,683 +86%
PAG
32
Private Advisor Group
New Jersey
$396K +$47.5K +761 +14%
EH
33
Equitable Holdings
New York
$381K +$39.7K +637 +12%
FPCP
34
Fort Point Capital Partners
California
$374K +$374K +6,005 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$316K +$45.5K +729 +17%
DWM
36
Denver Wealth Management
Colorado
$276K – – –
IGWM
37
ICA Group Wealth Management
Colorado
$274K +$59K +946 +27%
DC
38
Davenport & Co
Virginia
$256K +$256K +4,101 New
TRCT
39
Tower Research Capital (TRC)
New York
$238K +$238K +3,810 New
GPW
40
Gentry Private Wealth
Kansas
$206K +$206K +3,299 New
CAWM
41
Capital Advisors Wealth Management
Washington
$205K +$205K +3,291 New
AA
42
Advisory Alpha
Michigan
$204K +$204K +3,271 New
TVAMP
43
Tennessee Valley Asset Management Partners
Tennessee
$201K +$201K +3,224 New
DJSG
44
D.J. St. Germain
Massachusetts
$177K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$161K +$156K +2,495 +3,006%
SPIA
46
Steward Partners Investment Advisory
New York
$89.7K +$89.7K +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 +$31.3K +502 New
1
2
3