JPMorgan Equity Focus ETF
JPEF
53 hedge funds and large institutions have $261M invested in JPMorgan Equity Focus ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29% more funds holding
Funds holding: 41 → 53 (+12)
14% more capital invested
Capital invested by funds: $229M → $261M (+$32.3M)
3.16% less ownership
Funds ownership: 42.39% → 39.23% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$11.1M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.29M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.11M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$6.43M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$36M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$6.24M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$830K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$745K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
51
International Assets Investment Management
Orlando,
Florida
| $26K | +$24.9K | +418 | New |
|
52
Fidelity Investments
Boston,
Massachusetts
| $2.56K | – | – | – |
|
|
GRP
53
Global Retirement Partners
San Rafael,
California
| $2.25K | – | – | – |
|
|
54
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$830K | -13,894 | Closed |
|
|
SAM
55
Synergy Asset Management
Vancouver,
Washington
| – | -$335K | -5,603 | Closed |
|
|
LNC
56
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$317K | -5,300 | Closed |
|
|
IFG
57
Independent Financial Group
San Diego,
California
| – | -$293K | -4,900 | Closed |
|
|
PCMC
58
Planning Capital Management Corporation
Paoli,
Pennsylvania
| – | -$7.05K | -118 | Closed |
|
JPEF Hedge Fund Activity: Q2 2024 in Review
53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q2 2024, worth a combined $261M — up 14% from $229M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JPEF positions and 5 closed out — a net gain of 14 holders — while 20 added to existing stakes and 6 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $11.1M. The largest seller was JP Morgan Chase, cutting an estimated $36M.
- 53 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q2 2024, up from 41 in Q1 2024.
- Funds reported $261M of JPMorgan Equity Focus ETF stock for Q2 2024, up 14% quarter-over-quarter.
- 19 funds opened new JPMorgan Equity Focus ETF positions in Q2 2024 and 5 closed out, a net change of +14 holders.
- The largest JPMorgan Equity Focus ETF buyer in Q2 2024 was Thrivent Financial for Lutherans, an estimated $11.1M added.
- The largest JPMorgan Equity Focus ETF seller in Q2 2024 was JP Morgan Chase, an estimated $36M sold.
Based on aggregated 13F filings for Q2 2024.