JPMorgan Equity Focus ETF
JPEF
108 hedge funds and large institutions have $838M invested in JPMorgan Equity Focus ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 10 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 24
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
35% more capital invested
Capital invested by funds: $622M → $838M (+$216M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
4% more funds holding
Funds holding: 104 → 108 (+4)
3.7% more ownership
Funds ownership: 50.16% → 53.86% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$29.5M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$23M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$21M |
| 4 |
LFG
Leverty Financial Group
Hudson,
Wisconsin
|
+$18.6M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.64M |
| 2 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$4.13M |
| 3 |
VAM
Vienna Asset Management
Saratoga,
California
|
-$3.57M |
| 4 |
ELI
Empire Life Investments
Toronto,
Ontario, Canada
|
-$2.42M |
| 5 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
-$1.5M |
JPEF Hedge Fund Activity: Q2 2025 in Review
108 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q2 2025, worth a combined $838M — up 35% from $622M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JPEF positions and 10 closed out — a net gain of 4 holders — while 50 added to existing stakes and 24 trimmed.
The largest buyer was LPL Financial, adding an estimated $29.5M. The largest seller was Envestnet Asset Management, cutting an estimated $5.64M.
- 108 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q2 2025, up from 104 in Q1 2025.
- Funds reported $838M of JPMorgan Equity Focus ETF stock for Q2 2025, up 35% quarter-over-quarter.
- 14 funds opened new JPMorgan Equity Focus ETF positions in Q2 2025 and 10 closed out, a net change of +4 holders.
- The largest JPMorgan Equity Focus ETF buyer in Q2 2025 was LPL Financial, an estimated $29.5M added.
- The largest JPMorgan Equity Focus ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $5.64M sold.
Based on aggregated 13F filings for Q2 2025.