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JPMorgan Equity Focus ETF
JPEF

Overview Fund Activity

108 hedge funds and large institutions have $820M invested in JPMorgan Equity Focus ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
49
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$83.8M
2
BFA
Beaumont Financial Advisors
Massachusetts
$49.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.6M
4
LFG
Leverty Financial Group
Wisconsin
$20.1M
5
Raymond James Financial
Raymond James Financial
Florida
$137M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$21.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.5M
3
SWM
SFG Wealth Management
Maryland
$0
4
VAM
Vienna Asset Management
California
$366K
5
ELI
Empire Life Investments
Ontario, Canada
$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$5.35M +$295K +4,213 +6%
CWM
27
Castle Wealth Management
Florida
$5.23M +$190K +2,715 +4%
DADC
28
D.A. Davidson & Co
Montana
$5.03M +$1.39M +19,855 +38%
FTS
29
Fifth Third Securities
Ohio
$4.98M -$1.12M -15,977 -18%
MW
30
MBL Wealth
North Carolina
$4.95M +$2.21M +31,565 +81%
IA
31
IFP Advisors
Florida
$4.93M -$1.25M -17,862 -20%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$4.89M +$1.22M +17,328 +33%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$4.86M -$952K -13,568 -16%
Truist Financial
34
Truist Financial
North Carolina
$4.34M -$180K -2,568 -4%
KWM
35
Kingsview Wealth Management
Oregon
$4M +$421K +6,001 +12%
CSP
36
Cary Street Partners
Virginia
$3.47M +$62.7K +894 +2%
CAG
37
Crestwood Advisors Group
Massachusetts
$3.14M +$406K +5,789 +15%
EH
38
Equitable Holdings
New York
$2.82M -$265K -3,773 -9%
TFS
39
Thoroughbred Financial Services
Tennessee
$2.79M -$741K -10,570 -21%
Stifel Financial
40
Stifel Financial
Missouri
$2.76M +$188K +2,681 +7%
FWA
41
Flagship Wealth Advisors
Massachusetts
$2.64M +$9.33K +133 +0.4%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.53M -$380K -5,410 -13%
GLA
43
Good Life Advisors
Pennsylvania
$2.44M -$900K -12,835 -27%
TSWM
44
Tyler-Stone Wealth Management
Ohio
$2.36M +$254K +3,620 +12%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$1.73M +$108K +1,544 +7%
IP
46
Ignite Planners
California
$1.7M -$44K -622 -3%
IWA
47
Integrity Wealth Advisors
California
$1.29M +$543K +7,738 +73%
CAL
48
Capital Advisors Ltd
Ohio
$1.22M +$60.4K +861 +5%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.13M +$1.13M +16,120 New
SPIA
50
Steward Partners Investment Advisory
New York
$1.11M +$819K +11,683 +286%
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