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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
Kayne Anderson Rudnick Investment Management
101
Kayne Anderson Rudnick Investment Management
California
$52.9K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$52K -$175K -2,432 -78%
PS
103
Principal Securities
Iowa
$42.3K
Wells Fargo
104
Wells Fargo
California
$40.5K +$39.3K +546 New
FNWA
105
Financial Network Wealth Advisors
Utah
$37.2K
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$35K
DPW
107
DiNuzzo Private Wealth
Pennsylvania
$20.2K
PB
108
Pinnacle Bancorp
Nebraska
$20K
Bank of America
109
Bank of America
North Carolina
$14.8K +$14.4K +200 New
HBW
110
Hazlett, Burt & Watson
West Virginia
$12K -$47.9K -665 -80%
RFP
111
Root Financial Partners
California
$11.4K +$11.1K +154 New
AWM
112
AE Wealth Management
Kansas
$4.95K
JFGIW
113
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.15K
ASN
114
Advisory Services Network
Georgia
$4.08K +$3.96K +55 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
$3.04K
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
$1.78K
RIA
117
Realta Investment Advisors
Delaware
$1.63K +$1.58K +22 New
BGWM
118
Bridge Generations Wealth Management
Florida
$964
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
-$22.6M -322,194 Closed
BFS
120
BridgePort Financial Solutions
Iowa
-$5.53M -78,776 Closed
FPCP
121
Fort Point Capital Partners
California
-$1.08M -15,387 Closed

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.