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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
DWM
76
Denver Wealth Management
Colorado
$365K
KPWS
77
Kestra Private Wealth Services
Texas
$348K +$29.2K +391 +9%
Morgan Stanley
78
Morgan Stanley
New York
$344K +$8.67K +116 +3%
PCM
79
Parsons Capital Management
Rhode Island
$334K +$20.3K +271 +6%
LPAM
80
Lodestar Private Asset Management
California
$326K -$11.4K -153 -3%
RMC
81
Resources Management Corp
Connecticut
$325K
Brown Advisory
82
Brown Advisory
Maryland
$317K
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$316K -$222K -2,971 -41%
NI
84
NCP Inc
California
$310K +$310K +4,154 New
Mariner
85
Mariner
Kansas
$309K +$9.49K +127 +3%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$286K -$35.1K -470 -11%
AA
87
Advisory Alpha
Michigan
$279K +$11.8K +158 +4%
HI
88
Harbour Investments
Wisconsin
$272K -$17.3K -232 -6%
NS
89
Northland Securities
Minnesota
$253K +$254K +3,392 New
SG
90
StoneX Group
New York
$247K +$247K +3,302 New
GPW
91
Gentry Private Wealth
Kansas
$246K
GA
92
GoalVest Advisory
New York
$246K +$247K +3,299 New
KWA
93
Kingswood Wealth Advisors
California
$240K -$80.2K -1,073 -25%
IFG
94
Independent Financial Group
California
$220K +$16.8K +225 +8%
CIBC World Market
95
CIBC World Market
Ontario, Canada
$215K +$215K +2,874 New
HSA
96
HBK Sorce Advisory
Pennsylvania
$213K +$211K +2,818 New
CLA
97
Carnegie Lake Advisors
New Jersey
$213K -$24.7K -330 -10%
UBS Group
98
UBS Group
Switzerland
$156K -$258K -3,457 -62%
3IP
99
3Chopt Investment Partners
Virginia
$141K +$598 +8 +0.4%
Comerica Bank
100
Comerica Bank
Texas
$140K