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JPMorgan Equity Focus ETF

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
Holders
93
Holders Change
+31
Holders Change %
+50%
% of All Funds
1.24%
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
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
51
Tyler-Stone Wealth Management
Ohio
$760K +$507K +7,548 +200%
LPAM
52
Lodestar Private Asset Management
California
$607K +$607K +9,052 New
OIA
53
OneDigital Investment Advisors
Kansas
$597K +$195K +2,901 +48%
PAG
54
Private Advisor Group
New Jersey
$580K +$11K +164 +2%
IWA
55
Integrity Wealth Advisors
California
$552K +$552K +8,228 New
CCA
56
Cora Capital Advisors
New Jersey
$525K +$525K +7,830 New
CAG
57
Csenge Advisory Group
Florida
$514K +$514K +7,662 New
CAWM
58
Capital Advisors Wealth Management
Washington
$490K +$75.9K +1,131 +18%
HI
59
Harbour Investments
Wisconsin
$454K +$454K +6,767 New
PCM
60
Parsons Capital Management
Rhode Island
$384K +$108K +1,615 +39%
SCA
61
Snowden Capital Advisors
New York
$353K +$353K +5,253 New
DWM
62
Denver Wealth Management
Colorado
$328K -$25.2K -375 -7%
HA
63
Herold Advisors
New York
$316K +$316K +4,704 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$301K -$4.28M -63,775 -93%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$290K +$290K +4,316 New
OMC
66
Old Mission Capital
Illinois
$268K -$544K -8,101 -67%
AA
67
Advisory Alpha
Michigan
$251K -$12.7K -189 -5%
WAM
68
WNY Asset Management
New York
$233K -$39.7K -592 -15%
MWM
69
Modern Wealth Management
Kansas
$231K +$231K +3,445 New
Mariner
70
Mariner
Kansas
$231K +$231K +3,437 New
GPW
71
Gentry Private Wealth
Kansas
$221K
TVAMP
72
Tennessee Valley Asset Management Partners
Tennessee
$203K +$203K +3,026 New
CIA
73
Concurrent Investment Advisors
Florida
$203K +$203K +3,024 New
IFWM
74
Institute for Wealth Management
Colorado
$202K +$202K +3,012 New
CLA
75
Carnegie Lake Advisors
New Jersey
$201K +$201K +2,990 New