JPMorgan Equity Focus ETF
JPEF
125 hedge funds and large institutions have $984M invested in JPMorgan Equity Focus ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 17 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
16% more capital invested
Capital invested by funds: $850M → $984M (+$134M)
4% more ownership
Funds ownership: 53.22% → 57.22% (+4%)
1% more funds holding
Funds holding: 124 → 125 (+1)
16% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$133M |
| 2 |
Morgan Stanley
New York
|
+$44.4M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$39M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$16.2M |
| 5 |
JP Morgan Chase
New York
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$21.9M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$16.5M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$14.9M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$14.2M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$8.96M |
JPEF Hedge Fund Activity: Q1 2026 in Review
125 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Focus ETF (JPEF) for Q1 2026, worth a combined $984M — up 16% from $850M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new JPEF positions and 17 closed out — a net gain of 3 holders — while 38 added to existing stakes and 45 trimmed.
The largest buyer was Avantax Planning Partners, opening a new position worth an estimated $133M. The largest seller was Raymond James Financial, cutting an estimated $21.9M.
- 125 institutional investors held JPMorgan Equity Focus ETF (JPEF) as of Q1 2026, up from 124 in Q4 2025.
- Funds reported $984M of JPMorgan Equity Focus ETF stock for Q1 2026, up 16% quarter-over-quarter.
- 20 funds opened new JPMorgan Equity Focus ETF positions in Q1 2026 and 17 closed out, a net change of +3 holders.
- The largest JPMorgan Equity Focus ETF buyer in Q1 2026 was Avantax Planning Partners, an estimated $133M added.
- The largest JPMorgan Equity Focus ETF seller in Q1 2026 was Raymond James Financial, an estimated $21.9M sold.
Based on aggregated 13F filings for Q1 2026.