JPMorgan Equity Focus ETF
JPEF
62 hedge funds and large institutions have $355M invested in JPMorgan Equity Focus ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 6 reducing their positions, and 3 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 6
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
36% more capital invested
Capital invested by funds: $261M → $355M (+$94.6M)
17% more funds holding
Funds holding: 53 → 62 (+9)
3.18% more ownership
Funds ownership: 39.23% → 42.41% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.38M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.13M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$5.04M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$4.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.08M |
| 2 |
APS
American Planning Services
Sun City Center,
Florida
|
-$353K |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$296K |
| 4 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$201K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$144K |
JPEF Hedge Fund Activity: Q3 2024 in Review
62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q3 2024, worth a combined $355M — up 36% from $261M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JPEF positions and 3 closed out — a net gain of 10 holders — while 36 added to existing stakes and 6 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $10.9M. The largest seller was Jane Street, cutting an estimated $1.08M.
- 62 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q3 2024, up from 53 in Q2 2024.
- Funds reported $355M of JPMorgan Equity Focus ETF stock for Q3 2024, up 36% quarter-over-quarter.
- 13 funds opened new JPMorgan Equity Focus ETF positions in Q3 2024 and 3 closed out, a net change of +10 holders.
- The largest JPMorgan Equity Focus ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $10.9M added.
- The largest JPMorgan Equity Focus ETF seller in Q3 2024 was Jane Street, an estimated $1.08M sold.
Based on aggregated 13F filings for Q3 2024.