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JPMorgan Equity Focus ETF
JPEF

Overview Fund Activity

104 hedge funds and large institutions have $622M invested in JPMorgan Equity Focus ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
21
Increased
53
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$114M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$63.7M
3
AAS
3
Avantax Advisory Services
Texas
$14.3M
4
IPA
4
Investment Planning Advisors
Georgia
$28.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.1M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$22M
3
Citadel Advisors
3
Citadel Advisors
Florida
$497K
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
SWM
5
SFG Wealth Management
Maryland
$4.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$114M 1,783,361 +894,439 +101%
MML Investors Services
2
MML Investors Services
Massachusetts
$63.7M 1,000,182 +658,673 +193%
LPL Financial
3
LPL Financial
California
$47.2M 741,474 +56,794 +8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$31M 487,379 +73,916 +18%
IPA
5
Investment Planning Advisors
Georgia
$28.4M 445,768 +180,000 +68%
Osaic Holdings
6
Osaic Holdings
Arizona
$27.6M 432,898 +102,555 +31%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$24.1M 378,178 +166,782 +79%
BFA
8
Beaumont Financial Advisors
Massachusetts
$22M 345,965 -121,009 -26%
SWP
9
Stratos Wealth Partners
Ohio
$19.4M 305,316 +8,541 +3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$17.3M 272,186 +70,756 +35%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$14.7M 232,625 +110,398 +90%
AAS
12
Avantax Advisory Services
Texas
$14.3M 224,649 +224,649 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$14M 219,773 +63,037 +40%
MA
14
MONECO Advisors
Connecticut
$13.2M 207,484 +61,926 +43%
NG
15
Novem Group
New York
$11.5M 180,300 +51,054 +40%
LFAS
16
Level Four Advisory Services
Texas
$10.9M 171,945 +9,646 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.8M 169,423 +65,567 +63%
BW
18
Balance Wealth
Ohio
$10.2M 160,467 +160,467 New
CAM
19
Cozad Asset Management
Illinois
$8.67M 136,202 +1,999 +1%
ELI
20
Empire Life Investments
Ontario, Canada
$7.74M 121,530 -870 -0.7%
SFI
21
SPC Financial Inc
Maryland
$7.65M 120,144 +5,456 +5%
IA
22
IFP Advisors
Florida
$5.61M 88,142 +6,210 +8%
FTS
23
Fifth Third Securities
Ohio
$5.54M 87,044 -2,230 -2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$5.28M 82,903 +10,144 +14%
KAS
25
Kestra Advisory Services
Texas
$4.67M 73,301 +46,421 +173%
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