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JPMorgan Equity Focus ETF
JPEF

62 hedge funds and large institutions have $355M invested in JPMorgan Equity Focus ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 6

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

36% more capital invested

Capital invested by funds: $261M → $355M (+$94.6M)

17% more funds holding

Funds holding: 53 → 62 (+9)

3.18% more ownership

Funds ownership: 39.23% → 42.41% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
36
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.9M
2
LPL Financial
LPL Financial
California
+$9.38M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.13M
4
IA
IFP Advisors
Florida
+$5.04M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$4.99M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.08M
2
APS
American Planning Services
Florida
-$353K
3
FTS
Fifth Third Securities
Ohio
-$296K
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$201K
5
Citadel Advisors
Citadel Advisors
Florida
-$144K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
Advisory Alpha
Michigan
$257K +$41.5K +656 +20%
TSWM
52
Tyler-Stone Wealth Management
Ohio
$248K +$239K +3,780 New
GPW
53
Gentry Private Wealth
Kansas
$216K – – –
PD
54
Planning Directions
Pennsylvania
$202K +$195K +3,083 New
KPWS
55
Kestra Private Wealth Services
Texas
$202K +$195K +3,078 New
DJSG
56
D.J. St. Germain
Massachusetts
$186K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$112K +$17.4K +276 +19%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$98.3K +$94.8K +1,500 New
GRP
59
Global Retirement Partners
California
$73.6K +$68.7K +1,087 +3,019%
US Bancorp
60
US Bancorp
Minnesota
$52K – – –
PS
61
Principal Securities
Iowa
$37.4K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$2.69K – – –
TVAMP
63
Tennessee Valley Asset Management Partners
Tennessee
– -$201K -3,224 Closed
FNWA
64
Financial Network Wealth Advisors
Utah
– -$31.3K -502 Closed
IAIM
65
International Assets Investment Management
Florida
– -$26K -418 Closed
1 2
3

JPEF Hedge Fund Activity: Q3 2024 in Review

62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q3 2024, worth a combined $355M — up 36% from $261M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPEF positions and 3 closed out — a net gain of 10 holders — while 36 added to existing stakes and 6 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.9M. The largest seller was Jane Street, cutting an estimated $1.08M.

  • 62 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $355M of JPMorgan Equity Focus ETF stock for Q3 2024, up 36% quarter-over-quarter.
  • 13 funds opened new JPMorgan Equity Focus ETF positions in Q3 2024 and 3 closed out, a net change of +10 holders.
  • The largest JPMorgan Equity Focus ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $10.9M added.
  • The largest JPMorgan Equity Focus ETF seller in Q3 2024 was Jane Street, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2024.