2,017 Shares in JPMorgan Equity Focus ETF (NASDAQ:JPEF) Acquired by Private Trust Co. NA

Private Trust Co. NA bought a new position in JPMorgan Equity Focus ETF (NASDAQ:JPEF) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,017 shares of the company’s stock, valued at approximately $135,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Thrivent Financial for Lutherans raised its stake 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 worth $64,217,000 after buying an additional 38,156 shares in the last quarter. Beaumont Financial Advisors LLC grew its holdings in JPMorgan Equity Focus ETF by 31.3% during the fourth quarter. Beaumont Financial Advisors LLC now owns 466,974 shares of the company’s stock worth $31,339,000 after acquiring an additional 111,342 shares during the period. Stratos Wealth Partners LTD. bought a new stake in JPMorgan Equity Focus ETF in the fourth quarter worth about $19,917,000. Investment Planning Advisors Inc. lifted its holdings in JPMorgan Equity Focus ETF by 66.1% in the 4th quarter. Investment Planning Advisors Inc. now owns 265,768 shares of the company’s stock valued at $17,836,000 after acquiring an additional 105,767 shares during the last quarter. Finally, Janney Montgomery Scott LLC lifted its holdings in JPMorgan Equity Focus ETF by 56.3% in the 4th quarter. Janney Montgomery Scott LLC now owns 156,736 shares of the company’s stock valued at $10,519,000 after acquiring an additional 56,459 shares during the last quarter.

JPMorgan Equity Focus ETF Price Performance

Shares of JPEF opened at $65.28 on Wednesday. The firm’s 50 day moving average is $68.23 and its 200-day moving average is $67.08. JPMorgan Equity Focus ETF has a 12-month low of $56.49 and a 12-month high of $70.16. The stock has a market capitalization of $1.08 billion, a P/E ratio of 25.48 and a beta of 1.11.

JPMorgan Equity Focus ETF Increases Dividend

The firm also recently declared a dividend, which was paid on Friday, December 27th. Shareholders of record on Tuesday, December 24th were given a $0.3881 dividend. This is a positive change from JPMorgan Equity Focus ETF’s previous dividend of $0.09. The ex-dividend date of this dividend was Tuesday, December 24th.

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.