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JPMorgan Equity Focus ETF

123 hedge funds and large institutions have $849M invested in JPMorgan Equity Focus ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 34

4% more funds holding

Funds holding: 118123 (+5)

1.69% more ownership

Funds ownership: 51.48%53.17% (+1.7%)

4% more capital invested

Capital invested by funds: $817M → $849M (+$32.4M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
56
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Advisors Ltd
Ohio
$1.14M -$74.6K -998 -6%
MM
52
Morangie Management
Florida
$1.12M
CCA
53
Cora Capital Advisors
New Jersey
$1.1M +$342K +4,578 +45%
SEP
54
Southland Equity Partners
Missouri
$1.09M +$271K +3,629 +33%
5W
55
5T Wealth
California
$1M +$278K +3,718 +38%
WIA
56
World Investment Advisors
California
$987K +$6.88K +92 +0.7%
WF
57
Willow Financial
Arkansas
$967K +$968K +12,952 New
PFG
58
Prosperity Financial Group
California
$961K -$39.2K -524 -4%
CAWM
59
Capital Advisors Wealth Management
Washington
$816K +$31.8K +425 +4%
PAG
60
Private Advisor Group
New Jersey
$768K +$10.5K +141 +1%
UCFA
61
United Capital Financial Advisors
Texas
$756K +$757K +10,134 New
CIA
62
Concurrent Investment Advisors
Florida
$718K +$172K +2,296 +31%
CAL
63
Capital Analysts LLC
Pennsylvania
$708K +$523K +6,999 +282%
Citadel Advisors
64
Citadel Advisors
Florida
$690K +$255K +3,410 +59%
MWM
65
Modern Wealth Management
Kansas
$648K +$132K +1,767 +26%
IWA
66
Integrity Wealth Advisors
California
$630K -$744K -9,961 -54%
OIA
67
OneDigital Investment Advisors
Kansas
$604K +$6.35K +85 +1%
SCA
68
Snowden Capital Advisors
New York
$587K -$12.3K -165 -2%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$551K +$3.89K +52 +0.7%
CAG
70
Csenge Advisory Group
Florida
$546K -$36.8K -492 -6%
APWA
71
Atlas Private Wealth Advisors
New Jersey
$447K +$85.2K +1,140 +24%
VAM
72
Vienna Asset Management
California
$421K +$175K +2,345 +71%
BCI
73
Brinker Capital Investments
Pennsylvania
$406K +$406K +5,431 New
Ameriprise
74
Ameriprise
Minnesota
$390K +$390K +5,224 New
EFS
75
Essex Financial Services
Connecticut
$371K