We are live on ! Find out more
JPEF icon

JPMorgan Equity Focus ETF

124 hedge funds and large institutions have $983M invested in JPMorgan Equity Focus ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $849M → $983M (+$134M)

4.02% more ownership

Funds ownership: 53.17%57.19% (+4%)

1% more funds holding

Funds holding: 123124 (+1)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
38
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
76
Integrity Wealth Advisors
California
$399K -$215K -2,886 -34%
EFS
77
Essex Financial Services
Connecticut
$357K
LPAM
78
Lodestar Private Asset Management
California
$328K +$14.7K +197 +5%
KPWS
79
Kestra Private Wealth Services
Texas
$323K -$11.5K -154 -3%
IAA
80
Independent Advisor Alliance
North Carolina
$315K +$327K +4,380 New
RMC
81
Resources Management Corp
Connecticut
$313K
Brown Advisory
82
Brown Advisory
Maryland
$305K
PCIA
83
Prime Capital Investment Advisors
Kansas
$277K +$287K +3,856 New
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$277K +$252K +3,381 +715%
WAM
85
WNY Asset Management
New York
$254K +$264K +3,540 New
PCM
86
Parsons Capital Management
Rhode Island
$239K -$84.6K -1,135 -25%
GPW
87
Gentry Private Wealth
Kansas
$237K
GA
88
GoalVest Advisory
New York
$237K
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$236K -$40.8K -547 -14%
IFG
90
Independent Financial Group
California
$231K +$19.8K +265 +9%
HSA
91
HBK Sorce Advisory
Pennsylvania
$225K
NS
92
Northland Securities
Minnesota
$224K -$20K -268 -8%
AA
93
Advisory Alpha
Michigan
$211K -$59.1K -793 -21%
3IP
94
3Chopt Investment Partners
Virginia
$135K
IAIM
95
International Assets Investment Management
Florida
$130K
PTC
96
Private Trust Company
Ohio
$109K -$15.1K -203 -12%
TRCT
97
Tower Research Capital (TRC)
New York
$85.2K +$59.3K +796 +204%
SWA
98
Strategic Wealth Advisors
Arizona
$76K +$79K +1,060 New
RFP
99
Root Financial Partners
California
$62K -$1.19K -16 -2%
HI
100
Harbour Investments
Wisconsin
$59K -$210K -2,817 -77%