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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
DJSG
76
D.J. St. Germain
Massachusetts
$190K – – –
PTC
77
Private Trust Company
Ohio
$135K +$137K +2,017 New
SPIA
78
Steward Partners Investment Advisory
New York
$124K +$9.41K +139 +8%
Comerica Bank
79
Comerica Bank
Texas
$123K +$124K +1,833 New
UBS Group
80
UBS Group
Switzerland
$89.4K +$90.2K +1,332 New
GRP
81
Global Retirement Partners
California
$75.4K – – –
US Bancorp
82
US Bancorp
Minnesota
$53.6K +$406 +6 +0.8%
Kayne Anderson Rudnick Investment Management
83
Kayne Anderson Rudnick Investment Management
California
$47.9K +$48.3K +714 New
PS
84
Principal Securities
Iowa
$38.3K – – –
FNWA
85
Financial Network Wealth Advisors
Utah
$33.7K +$34K +502 New
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$33.6K -$67.6K -999 -67%
William Blair & Company
87
William Blair & Company
Illinois
$33.6K +$33.8K +500 New
DPW
88
DiNuzzo Private Wealth
Pennsylvania
$18.7K +$18.8K +278 New
GWM
89
Geneos Wealth Management
Colorado
$10.1K +$10.2K +151 New
AWM
90
AE Wealth Management
Kansas
$4.69K +$4.74K +70 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$3.15K +$406 +6 +15%
MCM
92
MAI Capital Management
Ohio
$1.34K +$1.35K +20 New
BGWM
93
Bridge Generations Wealth Management
Florida
$873 +$880 +13 New
TRCT
94
Tower Research Capital (TRC)
New York
– -$367K -5,598 Closed
PD
95
Planning Directions
Pennsylvania
– -$202K -3,083 Closed
KPWS
96
Kestra Private Wealth Services
Texas
– -$202K -3,078 Closed
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.