Capital Advisors Wealth Management LLC Increases Holdings in JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Capital Advisors Wealth Management LLC raised its stake in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 18.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,306 shares of the company’s stock after purchasing an additional 1,131 shares during the quarter. Capital Advisors Wealth Management LLC’s holdings in JPMorgan Equity Focus ETF were worth $490,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of JPEF. Thrivent Financial for Lutherans raised its holdings in JPMorgan Equity Focus ETF by 4.1% in the third quarter. Thrivent Financial for Lutherans now owns 979,969 shares of the company’s stock worth $64,217,000 after purchasing an additional 38,156 shares in the last quarter. Beaumont Financial Advisors LLC increased its stake in shares of JPMorgan Equity Focus ETF by 28.5% in the 3rd quarter. Beaumont Financial Advisors LLC now owns 355,632 shares of the company’s stock worth $23,305,000 after acquiring an additional 78,971 shares in the last quarter. Raymond James & Associates increased its stake in shares of JPMorgan Equity Focus ETF by 23.9% in the 3rd quarter. Raymond James & Associates now owns 201,422 shares of the company’s stock worth $13,199,000 after acquiring an additional 38,865 shares in the last quarter. MML Investors Services LLC lifted its position in JPMorgan Equity Focus ETF by 9.6% during the 3rd quarter. MML Investors Services LLC now owns 147,014 shares of the company’s stock valued at $9,634,000 after acquiring an additional 12,850 shares during the period. Finally, Janney Montgomery Scott LLC boosted its stake in JPMorgan Equity Focus ETF by 68.6% during the third quarter. Janney Montgomery Scott LLC now owns 100,277 shares of the company’s stock worth $6,571,000 after acquiring an additional 40,802 shares in the last quarter.

JPMorgan Equity Focus ETF Stock Performance

Shares of JPEF opened at $68.17 on Friday. JPMorgan Equity Focus ETF has a fifty-two week low of $52.62 and a fifty-two week high of $70.09. The firm’s 50-day simple moving average is $68.43 and its two-hundred day simple moving average is $65.64. The stock has a market cap of $1.11 billion, a PE ratio of 25.11 and a beta of 1.11.

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 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.