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JPMorgan Equity Focus ETF

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.

Holders
93
Holders Change
+31
Holders Change %
+50%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
39
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$59.7M 888,922 +888,922 New
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$58.2M 867,405 -112,564 -11%
LPL Financial
3
LPL Financial
California
$45.9M 684,680 +46,491 +7%
BFA
4
Beaumont Financial Advisors
Massachusetts
$31.3M 466,974 +111,342 +31%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$27.7M 413,463 +64,067 +18%
MML Investors Services
6
MML Investors Services
Massachusetts
$22.9M 341,509 +194,495 +132%
Osaic Holdings
7
Osaic Holdings
Arizona
$22.2M 330,343 +120,500 +57%
SWP
8
Stratos Wealth Partners
Ohio
$19.9M 296,775 +296,775 New
IPA
9
Investment Planning Advisors
Georgia
$17.8M 265,768 +105,767 +66%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$14.2M 211,396 +65,715 +45%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$13.5M 201,430 +69,811 +53%
LFAS
12
Level Four Advisory Services
Texas
$10.9M 162,299 +7,285 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$10.5M 156,736 +56,459 +56%
MA
14
MONECO Advisors
Connecticut
$9.77M 145,558 +50,584 +53%
CAM
15
Cozad Asset Management
Illinois
$9.01M 134,203 +41,253 +44%
NG
16
Novem Group
New York
$8.67M 129,246 +129,246 New
ELI
17
Empire Life Investments
Ontario, Canada
$8.21M 122,400 +122,400 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$8.2M 122,227 +70,145 +135%
SFI
19
SPC Financial Inc
Maryland
$7.7M 114,688 +114,688 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.97M 103,856 +58,949 +131%
FTS
21
Fifth Third Securities
Ohio
$5.99M 89,274 +980 +1%
IA
22
IFP Advisors
Florida
$5.5M 81,932 +2,277 +3%
SWM
23
SFG Wealth Management
Maryland
$5.08M 75,748 +3,955 +6%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.88M 72,759 +12,820 +21%
CWM
25
Castle Wealth Management
Florida
$4.53M 67,448 -3,592 -5%