JPMorgan Equity Focus ETF
JPEF
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.
194% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 18
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
26% more capital invested
Capital invested by funds: $495M → $622M (+$127M)
12% more funds holding
Funds holding: 93 → 104 (+11)
4.41% more ownership
Funds ownership: 45.75% → 50.16% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$59.9M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$44.1M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$15M |
| 4 |
IPA
Investment Planning Advisors
Cumming,
Georgia
|
+$12M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$58.2M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$8.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.37M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.18M |
| 5 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$723K |
JPEF Hedge Fund Activity: Q1 2025 in Review
104 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q1 2025, worth a combined $622M — up 26% from $495M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new JPEF positions and 9 closed out — a net gain of 12 holders — while 53 added to existing stakes and 18 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $59.9M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $58.2M sold.
- 104 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q1 2025, up from 93 in Q4 2024.
- Funds reported $622M of JPMorgan Equity Focus ETF stock for Q1 2025, up 26% quarter-over-quarter.
- 21 funds opened new JPMorgan Equity Focus ETF positions in Q1 2025 and 9 closed out, a net change of +12 holders.
- The largest JPMorgan Equity Focus ETF buyer in Q1 2025 was Raymond James Financial, an estimated $59.9M added.
- The largest JPMorgan Equity Focus ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $58.2M sold.
Based on aggregated 13F filings for Q1 2025.