JPMorgan Equity Focus ETF
JPEF
118 hedge funds and large institutions have $817M invested in JPMorgan Equity Focus ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
9% more funds holding
Funds holding: 108 → 118 (+10)
3% less capital invested
Capital invested by funds: $838M → $817M (-$21.1M)
2.38% less ownership
Funds ownership: 53.86% → 51.48% (-2.4%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
20% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$15.7M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$14.9M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$7.18M |
| 4 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$4.03M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IPA
Investment Planning Advisors
Cumming,
Georgia
|
-$30.3M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$22.6M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$13M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$12.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.7M |
JPEF Hedge Fund Activity: Q3 2025 in Review
118 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q3 2025, worth a combined $817M — down 2.5% from $838M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JPEF positions and 3 closed out — a net gain of 13 holders — while 35 added to existing stakes and 44 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $15.7M. The largest seller was Investment Planning Advisors, cutting an estimated $30.3M.
- 118 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q3 2025, up from 108 in Q2 2025.
- Funds reported $817M of JPMorgan Equity Focus ETF stock for Q3 2025, down 2.5% quarter-over-quarter.
- 16 funds opened new JPMorgan Equity Focus ETF positions in Q3 2025 and 3 closed out, a net change of +13 holders.
- The largest JPMorgan Equity Focus ETF buyer in Q3 2025 was Raymond James Financial, an estimated $15.7M added.
- The largest JPMorgan Equity Focus ETF seller in Q3 2025 was Investment Planning Advisors, an estimated $30.3M sold.
Based on aggregated 13F filings for Q3 2025.