We are live on ! Find out more
JPEF icon

JPMorgan Equity Focus ETF
JPEF

93 hedge funds and large institutions have $495M invested in JPMorgan Equity Focus ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,167% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 3

255% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 11

50% more funds holding

Funds holding: 62 → 93 (+31)

39% more capital invested

Capital invested by funds: $355M → $495M (+$139M)

3.34% more ownership

Funds ownership: 42.41% → 45.75% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
93
Holders Change
+31
Holders Change %
+50%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
39
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$20.1M
2
MML Investors Services
MML Investors Services
Massachusetts
+$13.2M
3
ELI
Empire Life Investments
Ontario, Canada
+$8.28M
4
Osaic Holdings
Osaic Holdings
Arizona
+$8.16M
5
SFI
SPC Financial Inc
Maryland
+$7.76M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.62M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.32M
3
JP Morgan Chase
JP Morgan Chase
New York
-$747K
4
OMC
Old Mission Capital
Illinois
-$548K
5
TRCT
Tower Research Capital (TRC)
New York
-$367K
Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
51
Tyler-Stone Wealth Management
Ohio
$760K +$511K +7,548 +200%
LPAM
52
Lodestar Private Asset Management
California
$607K +$613K +9,052 New
OIA
53
OneDigital Investment Advisors
Kansas
$597K +$196K +2,901 +48%
PAG
54
Private Advisor Group
New Jersey
$580K +$11.1K +164 +2%
IWA
55
Integrity Wealth Advisors
California
$552K +$557K +8,228 New
CCA
56
Cora Capital Advisors
New Jersey
$525K +$530K +7,830 New
CAG
57
Csenge Advisory Group
Florida
$514K +$519K +7,662 New
CAWM
58
Capital Advisors Wealth Management
Washington
$490K +$76.5K +1,131 +18%
HI
59
Harbour Investments
Wisconsin
$454K +$458K +6,767 New
PCM
60
Parsons Capital Management
Rhode Island
$384K +$109K +1,615 +39%
SCA
61
Snowden Capital Advisors
New York
$353K +$356K +5,253 New
DWM
62
Denver Wealth Management
Colorado
$328K -$25.4K -375 -7%
HA
63
Herold Advisors
New York
$316K +$318K +4,704 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$301K -$4.32M -63,775 -93%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$290K +$292K +4,316 New
OMC
66
Old Mission Capital
Illinois
$268K -$548K -8,101 -67%
AA
67
Advisory Alpha
Michigan
$251K -$12.8K -189 -5%
WAM
68
WNY Asset Management
New York
$233K -$40.1K -592 -15%
MWM
69
Modern Wealth Management
Kansas
$231K +$233K +3,445 New
Mariner
70
Mariner
Kansas
$231K +$233K +3,437 New
GPW
71
Gentry Private Wealth
Kansas
$221K – – –
TVAMP
72
Tennessee Valley Asset Management Partners
Tennessee
$203K +$205K +3,026 New
CIA
73
Concurrent Investment Advisors
Florida
$203K +$205K +3,024 New
IFWM
74
Institute for Wealth Management
Colorado
$202K +$204K +3,012 New
CLA
75
Carnegie Lake Advisors
New Jersey
$201K +$202K +2,990 New
1 2
3
4

JPEF Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q4 2024, worth a combined $495M — up 39% from $355M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JPEF positions and 3 closed out — a net gain of 35 holders — while 39 added to existing stakes and 11 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $20.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $7.62M.

  • 93 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q4 2024, up from 62 in Q3 2024.
  • Funds reported $495M of JPMorgan Equity Focus ETF stock for Q4 2024, up 39% quarter-over-quarter.
  • 38 funds opened new JPMorgan Equity Focus ETF positions in Q4 2024 and 3 closed out, a net change of +35 holders.
  • The largest JPMorgan Equity Focus ETF buyer in Q4 2024 was Stratos Wealth Partners, an estimated $20.1M added.
  • The largest JPMorgan Equity Focus ETF seller in Q4 2024 was Thrivent Financial for Lutherans, an estimated $7.62M sold.

Based on aggregated 13F filings for Q4 2024.