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JPMorgan Equity Focus ETF

123 hedge funds and large institutions have $849M invested in JPMorgan Equity Focus ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 34

4% more funds holding

Funds holding: 118123 (+5)

1.69% more ownership

Funds ownership: 51.48%53.17% (+1.7%)

4% more capital invested

Capital invested by funds: $817M → $849M (+$32.4M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
56
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$166M +$3.18M +42,610 +2%
LPL Financial
2
LPL Financial
California
$89.9M +$1.72M +22,969 +2%
MML Investors Services
3
MML Investors Services
Massachusetts
$65.2M -$1.7M -22,805 -3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$41.2M +$833K +11,148 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$39.6M -$1.7M -22,795 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$38.8M -$1.76M -23,492 -4%
BFA
7
Beaumont Financial Advisors
Massachusetts
$38.3M -$510K -6,824 -1%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$38.3M +$3.38M +45,189 +10%
BW
9
Balance Wealth
Ohio
$27.2M +$1.46M +19,563 +6%
LFG
10
Leverty Financial Group
Wisconsin
$24.1M +$83K +1,110 +0.3%
SWP
11
Stratos Wealth Partners
Ohio
$23.8M +$613K +8,196 +3%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$18.1M -$4.27M -57,177 -19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$17.4M +$1.26M +16,908 +8%
MA
14
MONECO Advisors
Connecticut
$17.3M +$616K +8,240 +4%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$16.5M +$16.5M +220,287 New
NG
16
Novem Group
New York
$13.5M -$68.5K -917 -0.5%
AC
17
AlphaCore Capital
California
$10.8M +$10.8M +143,956 New
CAM
18
Cozad Asset Management
Illinois
$10.5M -$11.4K -152 -0.1%
LFAS
19
Level Four Advisory Services
Texas
$8.94M +$142K +1,896 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.49M -$104K -1,393 -1%
KAS
21
Kestra Advisory Services
Texas
$7.49M +$52.2K +698 +0.7%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$6.96M +$1.13M +15,095 +19%
DC
23
Davenport & Co
Virginia
$6.59M +$508K +6,800 +8%
CAG
24
Crestwood Advisors Group
Massachusetts
$6.24M +$2.14M +28,634 +52%
JP Morgan Chase
25
JP Morgan Chase
New York
$5.91M +$587K +7,855 +11%