JPMorgan Equity Focus ETF
JPEF
41 hedge funds and large institutions have $229M invested in JPMorgan Equity Focus ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
90% more capital invested
Capital invested by funds: $120M → $229M (+$108M)
58% more funds holding
Funds holding: 26 → 41 (+15)
8.72% more ownership
Funds ownership: 33.67% → 42.39% (+8.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$26.8M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$16.6M |
| 3 |
JP Morgan Chase
New York
|
+$12.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.79M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.99M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$952K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$666K |
| 4 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$316K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$158K |
JPEF Hedge Fund Activity: Q1 2024 in Review
41 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q1 2024, worth a combined $229M — up 90% from $120M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JPEF positions and 4 closed out — a net gain of 15 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $26.8M. The largest seller was Jane Street, exiting entirely with an estimated $5.99M sold.
- 41 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q1 2024, up from 26 in Q4 2023.
- Funds reported $229M of JPMorgan Equity Focus ETF stock for Q1 2024, up 90% quarter-over-quarter.
- 19 funds opened new JPMorgan Equity Focus ETF positions in Q1 2024 and 4 closed out, a net change of +15 holders.
- The largest JPMorgan Equity Focus ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $26.8M added.
- The largest JPMorgan Equity Focus ETF seller in Q1 2024 was Jane Street, an estimated $5.99M sold.
Based on aggregated 13F filings for Q1 2024.