JPEF icon

JPMorgan Equity Focus ETF

108 hedge funds and large institutions have $820M invested in JPMorgan Equity Focus ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
49
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$137M +$12.3M +175,204 +10%
LPL Financial
2
LPL Financial
California
$83.8M +$31.8M +453,659 +61%
MML Investors Services
3
MML Investors Services
Massachusetts
$75.5M +$5.34M +76,189 +8%
BFA
4
Beaumont Financial Advisors
Massachusetts
$49.1M +$24.8M +353,389 +102%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$37.3M +$3.16M +45,114 +9%
IPA
6
Investment Planning Advisors
Georgia
$33.8M +$2.55M +36,304 +8%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$25.7M +$9.44M +135,255 +58%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$23.4M +$4.34M +61,906 +23%
BW
9
Balance Wealth
Ohio
$22.9M +$11.7M +166,396 +104%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$22.6M +$22.6M +322,194 New
SWP
11
Stratos Wealth Partners
Ohio
$22.1M +$676K +9,633 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$21.6M -$7.45M -110,999 -26%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.5M -$6.07M -86,590 -23%
LFG
14
Leverty Financial Group
Wisconsin
$20.1M +$20.1M +285,994 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$17.8M +$2.37M +33,772 +15%
AAS
16
Avantax Advisory Services
Texas
$16.6M +$819K +11,680 +5%
MA
17
MONECO Advisors
Connecticut
$16M +$1.41M +20,134 +10%
NG
18
Novem Group
New York
$12.9M +$272K +3,883 +2%
LFAS
19
Level Four Advisory Services
Texas
$11.9M -$149K -2,124 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.5M -$388K -5,527 -3%
CAM
21
Cozad Asset Management
Illinois
$9.66M +$109K +1,551 +1%
SFI
22
SPC Financial Inc
Maryland
$8.95M +$524K +7,470 +6%
KAS
23
Kestra Advisory Services
Texas
$6.44M +$1.3M +18,584 +25%
ELI
24
Empire Life Investments
Ontario, Canada
$5.91M -$2.61M -37,230 -31%
BFS
25
BridgePort Financial Solutions
Iowa
$5.53M +$3.76M +53,546 +212%