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JPMorgan Equity Focus ETF
JPEF

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: 118 → 123 (+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: 4 → 3 (-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
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$16.5M
2
AC
AlphaCore Capital
California
+$10.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.38M
4
Raymond James Financial
Raymond James Financial
Florida
+$3.18M
5
Wells Fargo
Wells Fargo
California
+$2.33M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$4.27M
2
ELI
Empire Life Investments
Ontario, Canada
-$1.9M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.76M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
– -$214K -2,887 Closed
DJSG
127
D.J. St. Germain
Massachusetts
– -$210K -2,836 Closed
PS
128
Principal Securities
Iowa
– -$42.3K -571 Closed
ASN
129
Advisory Services Network
Georgia
– -$4.08K -55 Closed
2 3 4 5
6

JPEF Hedge Fund Activity: Q4 2025 in Review

123 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q4 2025, worth a combined $849M — up 4% from $817M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPEF positions and 6 closed out — a net gain of 9 holders — while 56 added to existing stakes and 34 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $16.5M. The largest seller was Janney Montgomery Scott, cutting an estimated $4.27M.

  • 123 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q4 2025, up from 118 in Q3 2025.
  • Funds reported $849M of JPMorgan Equity Focus ETF stock for Q4 2025, up 4% quarter-over-quarter.
  • 15 funds opened new JPMorgan Equity Focus ETF positions in Q4 2025 and 6 closed out, a net change of +9 holders.
  • The largest JPMorgan Equity Focus ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $16.5M added.
  • The largest JPMorgan Equity Focus ETF seller in Q4 2025 was Janney Montgomery Scott, an estimated $4.27M sold.

Based on aggregated 13F filings for Q4 2025.