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JPMorgan Equity Focus ETF
JPEF

Overview Fund Activity

104 hedge funds and large institutions have $622M invested in JPMorgan Equity Focus ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
21
Increased
53
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$114M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$63.7M
3
AAS
3
Avantax Advisory Services
Texas
$14.3M
4
IPA
4
Investment Planning Advisors
Georgia
$28.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.1M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$22M
3
Citadel Advisors
3
Citadel Advisors
Florida
$497K
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
SWM
5
SFG Wealth Management
Maryland
$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$4.59M +$3.68M +57,885 +408%
CWM
27
Castle Wealth Management
Florida
$4.57M +$279K +4,386 +7%
SWM
28
SFG Wealth Management
Maryland
$4.13M -$687K -10,796 -14%
Truist Financial
29
Truist Financial
North Carolina
$4.11M -$72.3K -1,135 -2%
VAM
30
Vienna Asset Management
California
$3.82M +$1.34M +21,055 +54%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$3.33M +$656K +10,300 +24%
DADC
32
D.A. Davidson & Co
Montana
$3.3M +$1.28M +20,080 +63%
KWM
33
Kingsview Wealth Management
Oregon
$3.25M +$881K +13,835 +37%
TFS
34
Thoroughbred Financial Services
Tennessee
$3.2M +$1.31M +20,561 +69%
CSP
35
Cary Street Partners
Virginia
$3.1M -$138K -2,162 -4%
GLA
36
Good Life Advisors
Pennsylvania
$3.04M +$1.85M +28,993 +155%
EH
37
Equitable Holdings
New York
$2.8M +$1.9M +29,853 +210%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.64M +$983K +15,446 +59%
MW
39
MBL Wealth
North Carolina
$2.48M +$712K +11,177 +40%
CAG
40
Crestwood Advisors Group
Massachusetts
$2.48M +$1.2M +18,806 +93%
FWA
41
Flagship Wealth Advisors
Massachusetts
$2.39M +$2.39M +37,519 New
Stifel Financial
42
Stifel Financial
Missouri
$2.33M +$74.5K +1,170 +3%
TSWM
43
Tyler-Stone Wealth Management
Ohio
$1.91M +$1.19M +18,654 +165%
Jane Street
44
Jane Street
New York
$1.88M -$63.5K -998 -3%
BFS
45
BridgePort Financial Solutions
Iowa
$1.61M +$589K +9,245 +58%
IP
46
Ignite Planners
California
$1.57M +$1.57M +24,636 New
EIA
47
Eldridge Investment Advisors
New Hampshire
$1.5M -$156K -2,452 -9%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$1.48M +$137K +2,157 +10%
CAL
49
Capital Advisors Ltd
Ohio
$1.05M +$158K +2,484 +18%
FPCP
50
Fort Point Capital Partners
California
$950K +$179K +2,805 +23%
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