JPEF icon

JPMorgan Equity Focus ETF
JPEF

Overview Fund Activity

26 hedge funds and large institutions have $120M invested in JPMorgan Equity Focus ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+9
Holders Change %
+52.94%
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
4
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$24.3M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$21M
3
Jane Street
3
Jane Street
New York
$5.99M
4
LPL Financial
4
LPL Financial
California
$14.9M
5
SWM
5
SFG Wealth Management
Maryland
$3.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$274K
2
TRCT
2
Tower Research Capital (TRC)
New York
$46.9K
3
APS
3
American Planning Services
Florida
$10.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.58M
5
FTS
5
Fifth Third Securities
Ohio
$4.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$24.3M 460,834 +460,834 New
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.8M 414,302 -3,837 -0.9%
BFA
3
Beaumont Financial Advisors
Massachusetts
$21M 398,248 +398,248 New
LPL Financial
4
LPL Financial
California
$14.9M 281,869 +89,093 +46%
APS
5
American Planning Services
Florida
$10.3M 194,789 -7,591 -4%
Jane Street
6
Jane Street
New York
$5.99M 113,684 +113,684 New
Osaic Holdings
7
Osaic Holdings
Arizona
$4.58M 86,786 -6,763 -7%
FTS
8
Fifth Third Securities
Ohio
$4.06M 77,064 -3,893 -5%
SWM
9
SFG Wealth Management
Maryland
$3.6M 68,283 +68,283 New
CAM
10
Cozad Asset Management
Illinois
$3M 56,870 +4,910 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.18M 41,407 -931 -2%
LFAS
12
Level Four Advisory Services
Texas
$1.9M 36,124 +36,124 New
Citadel Advisors
13
Citadel Advisors
Florida
$666K 12,637 -2,464 -16%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$637K 12,074 -2,942 -20%
EH
15
Equitable Holdings
New York
$293K 5,553 +5,553 New
PAG
16
Private Advisor Group
New Jersey
$285K 5,404 +5,404 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$274K 5,194 -23,099 -82%
TFS
18
Thoroughbred Financial Services
Tennessee
$224K 4,267 – –
DJSG
19
D.J. St. Germain
Massachusetts
$150K 2,836 +2,836 New
IGWM
20
ICA Group Wealth Management
Colorado
$125K 2,360 +2,360 New
TRCT
21
Tower Research Capital (TRC)
New York
$46.9K 890 -10,539 -92%
US Bancorp
22
US Bancorp
Minnesota
$41.8K 793 +3 +0.4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$6.17K 117 +76 +185%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.38K 83 +83 New
GRP
25
Global Retirement Partners
California
$1.92K 36 – –
1
2