JPMorgan Equity Focus ETF (NASDAQ:JPEF) Shares Bought by Beaumont Financial Advisors LLC

Beaumont Financial Advisors LLC raised its stake in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 28.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 355,632 shares of the company’s stock after purchasing an additional 78,971 shares during the period. JPMorgan Equity Focus ETF accounts for 1.8% of Beaumont Financial Advisors LLC’s holdings, making the stock its 17th biggest position. Beaumont Financial Advisors LLC owned about 2.72% of JPMorgan Equity Focus ETF worth $23,305,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. International Assets Investment Management LLC acquired a new position in JPMorgan Equity Focus ETF in the 2nd quarter valued at $26,000. Highlander Capital Management LLC purchased a new position in shares of JPMorgan Equity Focus ETF in the first quarter worth about $51,000. Capital Advisors Ltd. LLC purchased a new position in shares of JPMorgan Equity Focus ETF in the first quarter worth about $56,000. ICA Group Wealth Management LLC acquired a new position in JPMorgan Equity Focus ETF during the fourth quarter worth about $125,000. Finally, Northwestern Mutual Wealth Management Co. grew its stake in JPMorgan Equity Focus ETF by 3,006.0% during 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 in the last quarter.

JPMorgan Equity Focus ETF Trading Down 0.1 %

JPEF stock opened at $66.07 on Friday. The company has a market cap of $862.87 million, a price-to-earnings ratio of 25.11 and a beta of 1.11. The firm has a 50-day moving average of $63.72 and a two-hundred day moving average of $61.63. JPMorgan Equity Focus ETF has a 12 month low of $45.27 and a 12 month high of $66.18.

JPMorgan Equity Focus ETF Company 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.