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JPMorgan Equity Focus ETF

118 hedge funds and large institutions have $817M invested in JPMorgan Equity Focus ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

9% more funds holding

Funds holding: 108118 (+10)

3% less capital invested

Capital invested by funds: $838M → $817M (-$21.1M)

2.38% less ownership

Funds ownership: 53.86%51.48% (-2.4%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
16
Increased
35
Reduced
44
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$333K +$321K +4,454 +12,726%
RMC
77
Resources Management Corp
Connecticut
$323K
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$319K -$1.47M -20,432 -83%
KWA
79
Kingswood Wealth Advisors
California
$318K -$33K -458 -10%
KPWS
80
Kestra Private Wealth Services
Texas
$316K +$58K +805 +23%
Brown Advisory
81
Brown Advisory
Maryland
$315K -$223K -3,101 -42%
PCM
82
Parsons Capital Management
Rhode Island
$311K -$144 -2 -0%
Mariner
83
Mariner
Kansas
$297K -$10.4K -145 -3%
HI
84
Harbour Investments
Wisconsin
$287K -$10.8K -150 -4%
AA
85
Advisory Alpha
Michigan
$265K -$70.7K -982 -22%
SSW
86
Smith Shellnut Wilson
Mississippi
$255K +$248K +3,442 New
GPW
87
Gentry Private Wealth
Kansas
$244K
VAM
88
Vienna Asset Management
California
$243K -$139K -1,936 -37%
CLA
89
Carnegie Lake Advisors
New Jersey
$236K -$42.8K -595 -16%
Jane Street
90
Jane Street
New York
$232K -$449K -6,235 -67%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$214K -$84.7K -1,177 -29%
DJSG
92
D.J. St. Germain
Massachusetts
$210K
IFG
93
Independent Financial Group
California
$202K +$196K +2,725 New
CAL
94
Capital Analysts LLC
Pennsylvania
$184K +$178K +2,479 New
3IP
95
3Chopt Investment Partners
Virginia
$139K
Comerica Bank
96
Comerica Bank
Texas
$138K
PTC
97
Private Trust Company
Ohio
$127K -$20.2K -280 -14%
GRP
98
Global Retirement Partners
California
$77.5K
US Bancorp
99
US Bancorp
Minnesota
$59.2K
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$53.6K +$52.1K +724 New

JPEF Hedge Fund Activity: Q3 2025 in Review

118 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q3 2025, worth a combined $817M — down 2.5% from $838M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPEF positions and 3 closed out — a net gain of 13 holders — while 35 added to existing stakes and 44 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $15.7M. The largest seller was Investment Planning Advisors, cutting an estimated $30.3M.

  • 118 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q3 2025, up from 108 in Q2 2025.
  • Funds reported $817M of JPMorgan Equity Focus ETF stock for Q3 2025, down 2.5% quarter-over-quarter.
  • 16 funds opened new JPMorgan Equity Focus ETF positions in Q3 2025 and 3 closed out, a net change of +13 holders.
  • The largest JPMorgan Equity Focus ETF buyer in Q3 2025 was Raymond James Financial, an estimated $15.7M added.
  • The largest JPMorgan Equity Focus ETF seller in Q3 2025 was Investment Planning Advisors, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2025.