Beaumont Financial Advisors LLC Boosts Stock Holdings in JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Beaumont Financial Advisors LLC lifted its holdings in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 31.3% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 466,974 shares of the company’s stock after buying an additional 111,342 shares during the period. JPMorgan Equity Focus ETF makes up approximately 2.4% of Beaumont Financial Advisors LLC’s portfolio, making the stock its 10th biggest holding. Beaumont Financial Advisors LLC’s holdings in JPMorgan Equity Focus ETF were worth $31,339,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of JPEF. Northwestern Mutual Wealth Management Co. lifted its position in shares of 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 buying an additional 2,495 shares during the last quarter. Advisory Alpha LLC bought a new stake in shares of JPMorgan Equity Focus ETF during the 2nd quarter worth $204,000. Cetera Investment Advisers lifted its position in JPMorgan Equity Focus ETF by 91.8% in the 2nd quarter. Cetera Investment Advisers now owns 87,003 shares of the company’s stock worth $5,426,000 after buying an additional 41,630 shares during the last quarter. Raymond James & Associates grew its holdings in shares of JPMorgan Equity Focus ETF by 23.9% during the 3rd quarter. Raymond James & Associates now owns 201,422 shares of the company’s stock valued at $13,199,000 after purchasing an additional 38,865 shares during the last quarter. Finally, Denver Wealth Management Inc. lifted its stake in shares of JPMorgan Equity Focus ETF by 19.0% in the 3rd quarter. Denver Wealth Management Inc. now owns 5,258 shares of the company’s stock valued at $345,000 after acquiring an additional 840 shares during the last quarter.

JPMorgan Equity Focus ETF Trading Up 1.0 %

Shares of NASDAQ:JPEF opened at $69.35 on Wednesday. JPMorgan Equity Focus ETF has a 12 month low of $54.09 and a 12 month high of $70.09. The company 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 moving average price of $68.42 and a 200-day moving average price of $65.77.

JPMorgan Equity Focus ETF Increases Dividend

The business also recently declared a dividend, which was paid on Friday, December 27th. Investors of record on Tuesday, December 24th were paid a $0.3881 dividend. The ex-dividend date was Tuesday, December 24th. This is an increase from JPMorgan Equity Focus ETF’s previous dividend of $0.09.

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.