Investment Planning Advisors Inc. raised its holdings in JPMorgan Equity Focus ETF (NASDAQ:JPEF – Free Report) by 66.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 265,768 shares of the company’s stock after purchasing an additional 105,767 shares during the quarter. JPMorgan Equity Focus ETF comprises approximately 7.8% of Investment Planning Advisors Inc.’s holdings, making the stock its 4th biggest holding. Investment Planning Advisors Inc.’s holdings in JPMorgan Equity Focus ETF were worth $17,836,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently made changes to their positions in JPEF. Thrivent Financial for Lutherans raised its position in shares of JPMorgan Equity Focus ETF by 4.1% in the 3rd quarter. Thrivent Financial for Lutherans now owns 979,969 shares of the company’s stock valued at $64,217,000 after buying an additional 38,156 shares in the last quarter. JPMorgan Chase & Co. raised its holdings in shares of JPMorgan Equity Focus ETF by 42.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 53,117 shares of the company’s stock worth $3,481,000 after buying an additional 15,728 shares in the last quarter. Private Advisor Group LLC lifted its position in shares of JPMorgan Equity Focus ETF by 33.7% during the 3rd quarter. Private Advisor Group LLC now owns 8,478 shares of the company’s stock worth $556,000 after buying an additional 2,135 shares during the last quarter. Raymond James & Associates grew its position in JPMorgan Equity Focus ETF by 23.9% in the third quarter. Raymond James & Associates now owns 201,422 shares of the company’s stock valued at $13,199,000 after acquiring an additional 38,865 shares during the last quarter. Finally, Beaumont Financial Advisors LLC grew its holdings in shares of JPMorgan Equity Focus ETF by 28.5% during the 3rd quarter. Beaumont Financial Advisors LLC now owns 355,632 shares of the company’s stock valued at $23,305,000 after purchasing an additional 78,971 shares during the last quarter.
JPMorgan Equity Focus ETF Price Performance
JPEF stock opened at $68.68 on Tuesday. JPMorgan Equity Focus ETF has a 1 year low of $54.15 and a 1 year high of $70.16. The stock has a market cap of $1.13 billion, a price-to-earnings ratio of 25.11 and a beta of 1.11. The company has a 50 day simple moving average of $68.53 and a 200 day simple moving average of $65.98.
JPMorgan Equity Focus ETF Increases Dividend
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.
Further Reading
- Five stocks we like better than JPMorgan Equity Focus ETF
- How is Compound Interest Calculated?
- What Does the Future Hold for Eli Lilly?
- What is Put Option Volume?
- Oracle Stock Drops Nearly 14% – Is Now the Time to Buy?
- How to Know if a Stock Pays Dividends and When They Are Paid Out
- 3 Consumer Stocks Call Option Traders Are Betting Big On
Want to see what other hedge funds are holding JPEF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Equity Focus ETF (NASDAQ:JPEF – Free Report).
Receive News & Ratings for JPMorgan Equity Focus ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Equity Focus ETF and related companies with MarketBeat.com's FREE daily email newsletter.