JPMorgan Equity Focus ETF
JPEF
93 hedge funds and large institutions have $495M invested in JPMorgan Equity Focus ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 3 closing their positions.
1,167% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 3
255% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 11
50% more funds holding
Funds holding: 62 → 93 (+31)
39% more capital invested
Capital invested by funds: $355M → $495M (+$139M)
3.34% more ownership
Funds ownership: 42.41% → 45.75% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$20.1M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$13.2M |
| 3 |
ELI
Empire Life Investments
Toronto,
Ontario, Canada
|
+$8.28M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.16M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.62M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.32M |
| 3 |
JP Morgan Chase
New York
|
-$747K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$548K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$367K |
JPEF Hedge Fund Activity: Q4 2024 in Review
93 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q4 2024, worth a combined $495M — up 39% from $355M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new JPEF positions and 3 closed out — a net gain of 35 holders — while 39 added to existing stakes and 11 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $20.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $7.62M.
- 93 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q4 2024, up from 62 in Q3 2024.
- Funds reported $495M of JPMorgan Equity Focus ETF stock for Q4 2024, up 39% quarter-over-quarter.
- 38 funds opened new JPMorgan Equity Focus ETF positions in Q4 2024 and 3 closed out, a net change of +35 holders.
- The largest JPMorgan Equity Focus ETF buyer in Q4 2024 was Stratos Wealth Partners, an estimated $20.1M added.
- The largest JPMorgan Equity Focus ETF seller in Q4 2024 was Thrivent Financial for Lutherans, an estimated $7.62M sold.
Based on aggregated 13F filings for Q4 2024.