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JPMorgan Equity Focus ETF
JPEF

93 hedge funds and large institutions have $495M invested in JPMorgan Equity Focus ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,167% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 3

255% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 11

50% more funds holding

Funds holding: 62 → 93 (+31)

39% more capital invested

Capital invested by funds: $355M → $495M (+$139M)

3.34% more ownership

Funds ownership: 42.41% → 45.75% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
93
Holders Change
+31
Holders Change %
+50%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
39
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$20.1M
2
MML Investors Services
MML Investors Services
Massachusetts
+$13.2M
3
ELI
Empire Life Investments
Ontario, Canada
+$8.28M
4
Osaic Holdings
Osaic Holdings
Arizona
+$8.16M
5
SFI
SPC Financial Inc
Maryland
+$7.76M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.62M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.32M
3
JP Morgan Chase
JP Morgan Chase
New York
-$747K
4
OMC
Old Mission Capital
Illinois
-$548K
5
TRCT
Tower Research Capital (TRC)
New York
-$367K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$4.4M +$1.42M +20,924 +47%
CSP
27
Cary Street Partners
Virginia
$3.41M +$3.44M +50,804 New
JP Morgan Chase
28
JP Morgan Chase
New York
$2.82M -$747K -11,042 -21%
VAM
29
Vienna Asset Management
California
$2.61M +$2.64M +38,960 New
KWM
30
Kingsview Wealth Management
Oregon
$2.5M +$2.52M +37,207 New
Stifel Financial
31
Stifel Financial
Missouri
$2.38M +$2.4M +35,432 New
DADC
32
D.A. Davidson & Co
Montana
$2.13M +$112K +1,661 +6%
Jane Street
33
Jane Street
New York
$2.05M -$75.1K -1,109 -4%
TFS
34
Thoroughbred Financial Services
Tennessee
$2M +$510K +7,540 +34%
Citadel Advisors
35
Citadel Advisors
Florida
$1.9M +$1.31M +19,333 +215%
MW
36
MBL Wealth
North Carolina
$1.87M +$659K +9,733 +54%
KAS
37
Kestra Advisory Services
Texas
$1.8M +$1.82M +26,880 New
EIA
38
Eldridge Investment Advisors
New Hampshire
$1.75M +$1.76M +26,020 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.74M +$1.35M +19,995 +335%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$1.41M +$1.42M +21,031 New
CAG
41
Crestwood Advisors Group
Massachusetts
$1.35M +$923K +13,632 +209%
GLA
42
Good Life Advisors
Pennsylvania
$1.25M +$27.5K +407 +2%
SPC
43
Sigma Planning Corp
Michigan
$1.18M -$35.7K -527 -3%
BFS
44
BridgePort Financial Solutions
Iowa
$1.06M +$1.08M +15,985 New
EH
45
Equitable Holdings
New York
$952K +$313K +4,624 +48%
DC
46
Davenport & Co
Virginia
$952K +$677K +10,006 +240%
CAL
47
Capital Advisors Ltd
Ohio
$940K +$271K +3,997 +40%
WIA
48
World Investment Advisors
California
$882K +$9.81K +145 +1%
FPCP
49
Fort Point Capital Partners
California
$813K +$72.9K +1,077 +10%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$774K – – –
1
2
3 4

JPEF Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q4 2024, worth a combined $495M — up 39% from $355M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JPEF positions and 3 closed out — a net gain of 35 holders — while 39 added to existing stakes and 11 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $20.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $7.62M.

  • 93 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q4 2024, up from 62 in Q3 2024.
  • Funds reported $495M of JPMorgan Equity Focus ETF stock for Q4 2024, up 39% quarter-over-quarter.
  • 38 funds opened new JPMorgan Equity Focus ETF positions in Q4 2024 and 3 closed out, a net change of +35 holders.
  • The largest JPMorgan Equity Focus ETF buyer in Q4 2024 was Stratos Wealth Partners, an estimated $20.1M added.
  • The largest JPMorgan Equity Focus ETF seller in Q4 2024 was Thrivent Financial for Lutherans, an estimated $7.62M sold.

Based on aggregated 13F filings for Q4 2024.