Thoroughbred Financial Services LLC Boosts Stake in JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Thoroughbred Financial Services LLC lifted its holdings in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 34.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,728 shares of the company’s stock after purchasing an additional 7,540 shares during the quarter. Thoroughbred Financial Services LLC owned 0.18% of JPMorgan Equity Focus ETF worth $1,995,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of JPEF. Tyler Stone Wealth Management lifted its position in JPMorgan Equity Focus ETF by 199.7% in the fourth quarter. Tyler Stone Wealth Management now owns 11,328 shares of the company’s stock valued at $760,000 after purchasing an additional 7,548 shares during the last quarter. JPMorgan Chase & Co. boosted its position in JPMorgan Equity Focus ETF by 42.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 53,117 shares of the company’s stock valued at $3,481,000 after buying an additional 15,728 shares during the period. Private Advisor Group LLC boosted its position in JPMorgan Equity Focus ETF by 1.9% during the 4th quarter. Private Advisor Group LLC now owns 8,642 shares of the company’s stock valued at $580,000 after buying an additional 164 shares during the period. LPL Financial LLC increased its position in shares of JPMorgan Equity Focus ETF by 7.3% in the fourth quarter. LPL Financial LLC now owns 684,680 shares of the company’s stock valued at $45,949,000 after acquiring an additional 46,491 shares during the period. Finally, Level Four Advisory Services LLC increased its holdings in JPMorgan Equity Focus ETF by 4.7% during the 4th quarter. Level Four Advisory Services LLC now owns 162,299 shares of the company’s stock valued at $10,892,000 after purchasing an additional 7,285 shares during the period.

JPMorgan Equity Focus ETF Stock Performance

NASDAQ JPEF opened at $57.97 on Friday. The stock has a market cap of $959.98 million, a P/E ratio of 24.21 and a beta of 1.11. The stock has a 50 day simple moving average of $66.21 and a two-hundred day simple moving average of $67.06. JPMorgan Equity Focus ETF has a fifty-two week low of $56.49 and a fifty-two week high of $70.16.

About JPMorgan Equity Focus ETF

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.