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JPMorgan Equity Focus ETF

108 hedge funds and large institutions have $820M invested in JPMorgan Equity Focus ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
49
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
76
Kingswood Wealth Advisors
California
$333K -$130K -1,860 -28%
LPAM
77
Lodestar Private Asset Management
California
$322K -$237K -3,380 -42%
AA
78
Advisory Alpha
Michigan
$319K +$57.2K +815 +22%
RMC
79
Resources Management Corp
Connecticut
$306K +$306K +4,357 New
PCM
80
Parsons Capital Management
Rhode Island
$295K +$1.89K +27 +0.6%
Mariner
81
Mariner
Kansas
$292K -$7.15K -102 -2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$285K +$23K +328 +9%
HI
83
Harbour Investments
Wisconsin
$282K -$42.5K -606 -13%
CLA
84
Carnegie Lake Advisors
New Jersey
$265K
KPWS
85
Kestra Private Wealth Services
Texas
$243K +$243K +3,459 New
GPW
86
Gentry Private Wealth
Kansas
$231K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$220K -$55K -783 -20%
DJSG
88
D.J. St. Germain
Massachusetts
$199K
PTC
89
Private Trust Company
Ohio
$140K
3IP
90
3Chopt Investment Partners
Virginia
$132K +$72.4K +1,032 +122%
Comerica Bank
91
Comerica Bank
Texas
$131K +$4.35K +62 +3%
UBS Group
92
UBS Group
Switzerland
$83.4K -$18.9K -269 -18%
GRP
93
Global Retirement Partners
California
$73.4K +$73.4K +1,046 New
HBW
94
Hazlett, Burt & Watson
West Virginia
$58K +$7.36K +105 +15%
US Bancorp
95
US Bancorp
Minnesota
$56K
FFA
96
Farther Finance Advisors
California
$55.2K +$55.2K +787 New
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$50.1K
PS
98
Principal Securities
Iowa
$40.1K
FNWA
99
Financial Network Wealth Advisors
Utah
$35.2K
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$33.2K +$33.2K +473 New