Capital Advisors Ltd. LLC Increases Stock Position in JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Capital Advisors Ltd. LLC increased its position in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 967.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 10,017 shares of the company’s stock after purchasing an additional 9,079 shares during the period. Capital Advisors Ltd. LLC’s holdings in JPMorgan Equity Focus ETF were worth $656,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in JPEF. Thrivent Financial for Lutherans boosted its stake in shares of JPMorgan Equity Focus ETF by 24.8% during the second quarter. Thrivent Financial for Lutherans now owns 941,813 shares of the company’s stock worth $58,731,000 after buying an additional 186,867 shares during the period. Investment Planning Advisors Inc. purchased a new position in shares of JPMorgan Equity Focus ETF in the 2nd quarter valued at approximately $9,978,000. Commonwealth Equity Services LLC grew its stake in shares of JPMorgan Equity Focus ETF by 360.1% in the 2nd quarter. Commonwealth Equity Services LLC now owns 177,577 shares of the company’s stock valued at $11,074,000 after purchasing an additional 138,982 shares during the last quarter. Raymond James & Associates increased its holdings in shares of JPMorgan Equity Focus ETF by 102.2% in the second quarter. Raymond James & Associates now owns 162,557 shares of the company’s stock valued at $10,137,000 after purchasing an additional 82,166 shares during the period. Finally, Beaumont Financial Advisors LLC raised its stake in shares of JPMorgan Equity Focus ETF by 28.5% during the third quarter. Beaumont Financial Advisors LLC now owns 355,632 shares of the company’s stock worth $23,305,000 after purchasing an additional 78,971 shares during the last quarter.

JPMorgan Equity Focus ETF Price Performance

Shares of NASDAQ JPEF opened at $66.38 on Friday. The company has a market cap of $901.44 million, a PE ratio of 25.11 and a beta of 1.11. The stock has a fifty day moving average price of $64.96 and a 200 day moving average price of $62.23. JPMorgan Equity Focus ETF has a 1-year low of $45.27 and a 1-year high of $67.46.

JPMorgan Equity Focus ETF Profile

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.