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JPMorgan Equity Focus ETF

116 hedge funds and large institutions have $813M invested in JPMorgan Equity Focus ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ELI
26
Empire Life Investments
Ontario, Canada
$5.16M
CSP
27
Cary Street Partners
Virginia
$4.92M
IPA
28
Investment Planning Advisors
Georgia
$4.55M
DADC
29
D.A. Davidson & Co
Montana
$4.43M
SWM
30
SFG Wealth Management
Maryland
$4.15M
CAG
31
Crestwood Advisors Group
Massachusetts
$4.07M
FTS
32
Fifth Third Securities
Ohio
$4.04M
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.68M
Truist Financial
34
Truist Financial
North Carolina
$3.41M
TFS
35
Thoroughbred Financial Services
Tennessee
$3.11M
Stifel Financial
36
Stifel Financial
Missouri
$2.89M
EH
37
Equitable Holdings
New York
$2.83M
FWA
38
Flagship Wealth Advisors
Massachusetts
$2.79M
KWM
39
Kingsview Wealth Management
Oregon
$2.63M
MA
40
Mutual Advisors
Nebraska
$2.46M
DLCIG
41
D.L. Carlson Investment Group
New Hampshire
$2.33M
SPIA
42
Steward Partners Investment Advisory
New York
$2.06M
FFA
43
Farther Finance Advisors
California
$1.75M
IP
44
Ignite Planners
California
$1.72M
IWA
45
Integrity Wealth Advisors
California
$1.36M
HA
46
Herold Advisors
New York
$1.21M
CAL
47
Capital Advisors Ltd
Ohio
$1.21M
FCFC
48
First Citizens Financial Corp
Iowa
$1.17M
MM
49
Morangie Management
Florida
$1.11M
PFG
50
Prosperity Financial Group
California
$992K