JPMorgan Equity Focus ETF (NASDAQ:JPEF) Shares Bought by Castle Wealth Management LLC

Castle Wealth Management LLC raised its stake in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 742.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 71,040 shares of the company’s stock after purchasing an additional 62,609 shares during the quarter. JPMorgan Equity Focus ETF comprises 1.9% of Castle Wealth Management LLC’s holdings, making the stock its 18th biggest position. Castle Wealth Management LLC owned approximately 0.52% of JPMorgan Equity Focus ETF worth $4,655,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in JPEF. International Assets Investment Management LLC acquired a new stake in shares of JPMorgan Equity Focus ETF during the second quarter worth about $26,000. Highlander Capital Management LLC acquired a new stake in JPMorgan Equity Focus ETF during the 1st quarter valued at approximately $51,000. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of JPMorgan Equity Focus ETF by 3,006.0% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 2,578 shares of the company’s stock valued at $161,000 after acquiring an additional 2,495 shares during the last quarter. Tennessee Valley Asset Management Partners acquired a new stake in shares of JPMorgan Equity Focus ETF in the second quarter worth $201,000. Finally, Advisory Alpha LLC acquired a new stake in shares of JPMorgan Equity Focus ETF in the second quarter worth $204,000.

JPMorgan Equity Focus ETF Price Performance

NASDAQ JPEF opened at $68.11 on Thursday. JPMorgan Equity Focus ETF has a 1 year low of $48.22 and a 1 year high of $68.11. The company has a market capitalization of $937.19 million, a PE ratio of 25.11 and a beta of 1.11. The company has a fifty day moving average of $65.31 and a 200 day moving average of $62.70.

About JPMorgan Equity Focus ETF

The JPMorgan Equity Focus ETF (JPEF) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed ETF that provides exposure to a narrow basket of US stocks. Selection integrates ESG factors to their bottom-up fundamental analysis. JPEF was launched on Jul 28, 2023 and is issued by JPMorgan Chase.