JPMorgan Equity Focus ETF $JPEF Holdings Raised by Leverty Financial Group LLC

Leverty Financial Group LLC raised its stake in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 1.9% during the second quarter, Holdings Channel.com reports. The firm owned 345,623 shares of the company’s stock after purchasing an additional 6,407 shares during the quarter. JPMorgan Equity Focus ETF accounts for about 5.4% of Leverty Financial Group LLC’s portfolio, making the stock its 6th largest position. Leverty Financial Group LLC’s holdings in JPMorgan Equity Focus ETF were worth $27,764,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Moneco Advisors LLC grew its position in shares of JPMorgan Equity Focus ETF by 3.7% during the fourth quarter. Moneco Advisors LLC now owns 232,019 shares of the company’s stock worth $17,329,000 after buying an additional 8,240 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake in JPMorgan Equity Focus ETF by 19.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 93,254 shares of the company’s stock worth $6,965,000 after acquiring an additional 15,095 shares during the last quarter. Thrivent Financial for Lutherans purchased a new position in JPMorgan Equity Focus ETF in the fourth quarter worth approximately $16,453,000. Mayflower Financial Advisors LLC acquired a new position in JPMorgan Equity Focus ETF during the 1st quarter worth approximately $1,306,000. Finally, AlphaCore Capital LLC purchased a new stake in shares of JPMorgan Equity Focus ETF in the 4th quarter valued at approximately $10,752,000.

JPMorgan Equity Focus ETF Trading Down 0.3%

Shares of JPEF stock opened at $82.39 on Wednesday. The company has a market cap of $2.04 billion, a P/E ratio of 26.67 and a beta of 0.96. The firm has a fifty day moving average price of $80.08 and a 200 day moving average price of $77.47. JPMorgan Equity Focus ETF has a 12 month low of $69.68 and a 12 month high of $83.20.

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.