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JPMorgan Equity Focus ETF

123 hedge funds and large institutions have $849M invested in JPMorgan Equity Focus ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 34

4% more funds holding

Funds holding: 118123 (+5)

1.69% more ownership

Funds ownership: 51.48%53.17% (+1.7%)

4% more capital invested

Capital invested by funds: $817M → $849M (+$32.4M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
56
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
26
MBL Wealth
North Carolina
$5.64M +$162K +2,171 +3%
CWM
27
Castle Wealth Management
Florida
$5.16M -$276K -3,687 -5%
IPA
28
Investment Planning Advisors
Georgia
$4.76M +$177K +2,373 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.71M +$996K +13,325 +27%
DADC
30
D.A. Davidson & Co
Montana
$4.58M +$114K +1,529 +3%
CSP
31
Cary Street Partners
Virginia
$4.09M -$873K -11,684 -18%
IA
32
IFP Advisors
Florida
$3.72M +$8.89K +119 +0.2%
ELI
33
Empire Life Investments
Ontario, Canada
$3.31M -$1.9M -25,421 -36%
FTS
34
Fifth Third Securities
Ohio
$3.26M -$809K -10,827 -20%
TFS
35
Thoroughbred Financial Services
Tennessee
$2.89M -$242K -3,236 -8%
Stifel Financial
36
Stifel Financial
Missouri
$2.86M -$59.9K -801 -2%
FWA
37
Flagship Wealth Advisors
Massachusetts
$2.82M +$8.6K +115 +0.3%
EH
38
Equitable Holdings
New York
$2.73M -$129K -1,725 -5%
SWM
39
SFG Wealth Management
Maryland
$2.72M -$1.46M -19,598 -35%
MA
40
Mutual Advisors
Nebraska
$2.7M +$236K +3,156 +10%
DLCIG
41
D.L. Carlson Investment Group
New Hampshire
$2.56M +$206K +2,755 +9%
KWM
42
Kingsview Wealth Management
Oregon
$2.55M -$102K -1,360 -4%
Truist Financial
43
Truist Financial
North Carolina
$2.44M -$1M -13,447 -29%
Wells Fargo
44
Wells Fargo
California
$2.36M +$2.33M +31,113 +5,698%
SPIA
45
Steward Partners Investment Advisory
New York
$2.29M +$215K +2,880 +10%
FFA
46
Farther Finance Advisors
California
$1.98M +$221K +2,961 +13%
IP
47
Ignite Planners
California
$1.72M -$26.2K -350 -2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.6M +$980K +13,112 +159%
HA
49
Herold Advisors
New York
$1.34M +$121K +1,616 +10%
FCFC
50
First Citizens Financial Corp
Iowa
$1.3M +$126K +1,681 +11%