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JPMorgan Equity Focus ETF
JPEF

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

500% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 6

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

36% more capital invested

Capital invested by funds: $261M → $355M (+$94.6M)

17% more funds holding

Funds holding: 53 → 62 (+9)

3.18% more ownership

Funds ownership: 39.23% → 42.41% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.89%
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

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.9M
2
LPL Financial
LPL Financial
California
+$9.38M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.13M
4
IA
IFP Advisors
Florida
+$5.04M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$4.99M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.08M
2
APS
American Planning Services
Florida
-$353K
3
FTS
Fifth Third Securities
Ohio
-$296K
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$201K
5
Citadel Advisors
Citadel Advisors
Florida
-$144K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.93M +$2.83M +44,700 New
Jane Street
27
Jane Street
New York
$2.07M -$1.08M -17,050 -35%
DADC
28
D.A. Davidson & Co
Montana
$1.97M +$1.13M +17,841 +146%
TFS
29
Thoroughbred Financial Services
Tennessee
$1.45M +$631K +9,979 +82%
GLA
30
Good Life Advisors
Pennsylvania
$1.2M +$632 +10 +0.1%
SPC
31
Sigma Planning Corp
Michigan
$1.19M +$1.15M +18,142 New
MW
32
MBL Wealth
North Carolina
$1.19M +$1.14M +18,090 New
WIA
33
World Investment Advisors
California
$852K +$14K +221 +2%
RJT
34
Raymond James Trust
Florida
$796K +$264K +4,174 +52%
OMC
35
Old Mission Capital
Illinois
$792K -$34K -538 -4%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$751K – – –
FPCP
37
Fort Point Capital Partners
California
$723K +$318K +5,029 +84%
CAL
38
Capital Advisors Ltd
Ohio
$656K +$574K +9,079 +968%
EH
39
Equitable Holdings
New York
$627K +$219K +3,465 +57%
Citadel Advisors
40
Citadel Advisors
Florida
$589K -$144K -2,270 -20%
PAG
41
Private Advisor Group
New Jersey
$556K +$135K +2,135 +34%
CAG
42
Crestwood Advisors Group
Massachusetts
$427K +$412K +6,516 New
CAWM
43
Capital Advisors Wealth Management
Washington
$405K +$182K +2,884 +88%
OIA
44
OneDigital Investment Advisors
Kansas
$392K +$379K +5,989 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$392K +$57.5K +909 +18%
TRCT
46
Tower Research Capital (TRC)
New York
$367K +$113K +1,788 +47%
DWM
47
Denver Wealth Management
Colorado
$345K +$53.1K +840 +19%
DC
48
Davenport & Co
Virginia
$274K +$4.74K +75 +2%
PCM
49
Parsons Capital Management
Rhode Island
$269K +$259K +4,100 New
WAM
50
WNY Asset Management
New York
$266K +$257K +4,064 New
1
2
3

JPEF Hedge Fund Activity: Q3 2024 in Review

62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q3 2024, worth a combined $355M — up 36% from $261M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPEF positions and 3 closed out — a net gain of 10 holders — while 36 added to existing stakes and 6 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.9M. The largest seller was Jane Street, cutting an estimated $1.08M.

  • 62 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $355M of JPMorgan Equity Focus ETF stock for Q3 2024, up 36% quarter-over-quarter.
  • 13 funds opened new JPMorgan Equity Focus ETF positions in Q3 2024 and 3 closed out, a net change of +10 holders.
  • The largest JPMorgan Equity Focus ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $10.9M added.
  • The largest JPMorgan Equity Focus ETF seller in Q3 2024 was Jane Street, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2024.