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JPMorgan Equity Focus ETF

124 hedge funds and large institutions have $983M invested in JPMorgan Equity Focus ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $849M → $983M (+$134M)

4.02% more ownership

Funds ownership: 53.17%57.19% (+4%)

1% more funds holding

Funds holding: 123124 (+1)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
38
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
51
First Citizens Financial Corp
Iowa
$1.25M
CCA
52
Cora Capital Advisors
New Jersey
$1.22M +$163K +2,193 +15%
SWM
53
SFG Wealth Management
Maryland
$1.14M -$1.53M -20,500 -56%
CAL
54
Capital Advisors Ltd
Ohio
$1.08M -$19.9K -267 -2%
MM
55
Morangie Management
Florida
$1.08M
SEP
56
Southland Equity Partners
Missouri
$1.08M +$31.3K +420 +3%
WIA
57
World Investment Advisors
California
$949K
5W
58
5T Wealth
California
$922K -$42.4K -569 -4%
PFG
59
Prosperity Financial Group
California
$905K -$19.5K -262 -2%
CAWM
60
Capital Advisors Wealth Management
Washington
$889K +$108K +1,448 +13%
WF
61
Willow Financial
Arkansas
$815K -$119K -1,598 -12%
CIA
62
Concurrent Investment Advisors
Florida
$810K +$124K +1,661 +17%
MWA
63
Medallion Wealth Advisors
Connecticut
$786K +$816K +10,946 New
PAG
64
Private Advisor Group
New Jersey
$758K +$20.4K +273 +3%
SPIA
65
Steward Partners Investment Advisory
New York
$752K -$1.5M -20,145 -66%
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$738K
UCFA
67
United Capital Financial Advisors
Texas
$728K
OIA
68
OneDigital Investment Advisors
Kansas
$594K +$13.4K +180 +2%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$530K
MWM
70
Modern Wealth Management
Kansas
$527K -$102K -1,367 -16%
SCA
71
Snowden Capital Advisors
New York
$526K -$40.5K -543 -7%
CAG
72
Csenge Advisory Group
Florida
$519K -$6.26K -84 -1%
IWC
73
Integrated Wealth Concepts
Massachusetts
$518K +$538K +7,217 New
APWA
74
Atlas Private Wealth Advisors
New Jersey
$500K +$72.9K +978 +16%
Ameriprise
75
Ameriprise
Minnesota
$419K +$45.1K +605 +12%