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JPMorgan Equity Focus ETF
JPEF

Overview Fund Activity

62 hedge funds and large institutions have $355M invested in JPMorgan Equity Focus ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
36
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$22.9M
2
LPL Financial
2
LPL Financial
California
$41.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.8M
4
IA
4
IFP Advisors
Florida
$5.22M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$23.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.07M
2
APS
2
American Planning Services
Florida
$11.8M
3
FTS
3
Fifth Third Securities
Ohio
$5.79M
4
TVAMP
4
Tennessee Valley Asset Management Partners
Tennessee
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$589K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$2.93M +$2.93M +44,700 New
Jane Street
27
Jane Street
New York
$2.07M -$1.12M -17,050 -35%
DADC
28
D.A. Davidson & Co
Montana
$1.97M +$1.17M +17,841 +146%
TFS
29
Thoroughbred Financial Services
Tennessee
$1.45M +$653K +9,979 +82%
GLA
30
Good Life Advisors
Pennsylvania
$1.2M +$655 +10 +0.1%
SPC
31
Sigma Planning Corp
Michigan
$1.19M +$1.19M +18,142 New
MW
32
MBL Wealth
North Carolina
$1.19M +$1.19M +18,090 New
WIA
33
World Investment Advisors
California
$852K +$14.5K +221 +2%
RJT
34
Raymond James Trust
Florida
$796K +$274K +4,174 +52%
OMC
35
Old Mission Capital
Illinois
$792K -$35.3K -538 -4%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$751K – – –
FPCP
37
Fort Point Capital Partners
California
$723K +$330K +5,029 +84%
CAL
38
Capital Advisors Ltd
Ohio
$656K +$595K +9,079 +968%
EH
39
Equitable Holdings
New York
$627K +$227K +3,465 +57%
Citadel Advisors
40
Citadel Advisors
Florida
$589K -$149K -2,270 -20%
PAG
41
Private Advisor Group
New Jersey
$556K +$140K +2,135 +34%
CAG
42
Crestwood Advisors Group
Massachusetts
$427K +$427K +6,516 New
CAWM
43
Capital Advisors Wealth Management
Washington
$405K +$189K +2,884 +88%
OIA
44
OneDigital Investment Advisors
Kansas
$392K +$392K +5,989 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$392K +$59.6K +909 +18%
TRCT
46
Tower Research Capital (TRC)
New York
$367K +$117K +1,788 +47%
DWM
47
Denver Wealth Management
Colorado
$345K +$55K +840 +19%
DC
48
Davenport & Co
Virginia
$274K +$4.92K +75 +2%
PCM
49
Parsons Capital Management
Rhode Island
$269K +$269K +4,100 New
WAM
50
WNY Asset Management
New York
$266K +$266K +4,064 New
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