JPMorgan Equity Focus ETF $JPEF Position Lifted by Leverty Financial Group LLC

Leverty Financial Group LLC boosted its stake in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 1.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 345,623 shares of the company’s stock after buying an additional 6,407 shares during the period. JPMorgan Equity Focus ETF makes up approximately 5.4% of Leverty Financial Group LLC’s portfolio, making the stock its 6th biggest position. Leverty Financial Group LLC owned about 1.40% of JPMorgan Equity Focus ETF worth $27,764,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently bought and sold shares of JPEF. Raymond James Financial Inc. raised its stake in shares of JPMorgan Equity Focus ETF by 2.0% in the 4th quarter. Raymond James Financial Inc. now owns 2,219,880 shares of the company’s stock valued at $165,796,000 after acquiring an additional 42,610 shares during the period. Avantax Planning Partners Inc. purchased a new position in shares of JPMorgan Equity Focus ETF during the 1st quarter worth approximately $128,384,000. LPL Financial LLC increased its holdings in JPMorgan Equity Focus ETF by 1.9% in the 4th quarter. LPL Financial LLC now owns 1,203,838 shares of the company’s stock valued at $89,911,000 after purchasing an additional 22,969 shares during the last quarter. MML Investors Services LLC raised its position in JPMorgan Equity Focus ETF by 7.6% in the second quarter. MML Investors Services LLC now owns 1,076,371 shares of the company’s stock valued at $75,497,000 after purchasing an additional 76,189 shares during the period. Finally, Cetera Investment Advisers raised its position in JPMorgan Equity Focus ETF by 94.9% in the first quarter. Cetera Investment Advisers now owns 1,075,233 shares of the company’s stock valued at $77,212,000 after purchasing an additional 523,563 shares during the period.

JPMorgan Equity Focus ETF Stock Down 0.3%

JPEF opened at $82.39 on Wednesday. JPMorgan Equity Focus ETF has a 52 week low of $69.68 and a 52 week high of $83.20. The business has a fifty day simple moving average of $80.08 and a 200-day simple moving average of $77.47. The firm has a market cap of $2.04 billion, a P/E ratio of 26.67 and a beta of 0.96.

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.