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JPMorgan Equity Focus ETF
JPEF

Overview Fund Activity

104 hedge funds and large institutions have $622M invested in JPMorgan Equity Focus ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
21
Increased
53
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$114M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$63.7M
3
AAS
3
Avantax Advisory Services
Texas
$14.3M
4
IPA
4
Investment Planning Advisors
Georgia
$28.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.1M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$22M
3
Citadel Advisors
3
Citadel Advisors
Florida
$497K
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
SWM
5
SFG Wealth Management
Maryland
$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
51
Herold Advisors
New York
$853K +$553K +8,688 +185%
WIA
52
World Investment Advisors
California
$836K – – –
CCA
53
Cora Capital Advisors
New Jersey
$784K +$286K +4,490 +57%
PFG
54
Prosperity Financial Group
California
$690K +$690K +10,843 New
IWA
55
Integrity Wealth Advisors
California
$674K +$150K +2,364 +29%
PAG
56
Private Advisor Group
New Jersey
$561K +$10.9K +171 +2%
CAWM
57
Capital Advisors Wealth Management
Washington
$553K +$88.1K +1,384 +19%
SCA
58
Snowden Capital Advisors
New York
$531K +$197K +3,089 +59%
CAG
59
Csenge Advisory Group
Florida
$519K +$57.7K +958 +13%
FCFC
60
First Citizens Financial Corp
Iowa
$516K +$516K +8,110 New
LPAM
61
Lodestar Private Asset Management
California
$508K -$68.5K -1,076 -12%
Citadel Advisors
62
Citadel Advisors
Florida
$497K -$1.31M -20,509 -72%
OIA
63
OneDigital Investment Advisors
Kansas
$490K -$75.8K -1,191 -13%
Brown Advisory
64
Brown Advisory
Maryland
$468K +$468K +7,349 New
MWM
65
Modern Wealth Management
Kansas
$440K +$220K +3,462 +100%
KWA
66
Kingswood Wealth Advisors
California
$421K +$421K +6,607 New
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$404K +$130K +2,037 +47%
WAM
68
WNY Asset Management
New York
$394K +$173K +2,711 +78%
Goldman Sachs
69
Goldman Sachs
New York
$325K +$325K +5,108 New
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$318K -$338K -5,905 -52%
CIA
71
Concurrent Investment Advisors
Florida
$316K +$124K +1,941 +64%
DWM
72
Denver Wealth Management
Colorado
$311K – – –
HI
73
Harbour Investments
Wisconsin
$295K -$136K -2,140 -32%
Mariner
74
Mariner
Kansas
$271K +$52.3K +822 +24%
APWA
75
Atlas Private Wealth Advisors
New Jersey
$267K +$267K +4,200 New
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3
4 5