JPMorgan Equity Focus ETF $JPEF Stock Position Increased by Crestwood Advisors Group LLC

Crestwood Advisors Group LLC increased its position in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 22.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 54,972 shares of the company’s stock after buying an additional 10,229 shares during the quarter. Crestwood Advisors Group LLC’s holdings in JPMorgan Equity Focus ETF were worth $4,073,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of the company. JPMorgan Chase & Co. raised its position in JPMorgan Equity Focus ETF by 2.2% in the third quarter. JPMorgan Chase & Co. now owns 71,237 shares of the company’s stock worth $5,278,000 after acquiring an additional 1,534 shares in the last quarter. SPC Financial Inc. grew its stake in shares of JPMorgan Equity Focus ETF by 11.4% in the 3rd quarter. SPC Financial Inc. now owns 142,141 shares of the company’s stock worth $10,531,000 after purchasing an additional 14,527 shares during the last quarter. Jones Financial Companies Lllp grew its stake in shares of JPMorgan Equity Focus ETF by 27.1% in the 3rd quarter. Jones Financial Companies Lllp now owns 467,570 shares of the company’s stock worth $34,610,000 after purchasing an additional 99,690 shares during the last quarter. Mutual Advisors LLC bought a new stake in shares of JPMorgan Equity Focus ETF in the 3rd quarter worth approximately $2,461,000. Finally, Concurrent Investment Advisors LLC lifted its stake in JPMorgan Equity Focus ETF by 2.5% during the third quarter. Concurrent Investment Advisors LLC now owns 7,317 shares of the company’s stock valued at $542,000 after purchasing an additional 181 shares during the last quarter.

JPMorgan Equity Focus ETF Stock Performance

Shares of NASDAQ:JPEF opened at $75.02 on Wednesday. The stock has a market capitalization of $1.58 billion, a price-to-earnings ratio of 26.67 and a beta of 1.00. JPMorgan Equity Focus ETF has a 1-year low of $55.46 and a 1-year high of $76.49. The company has a 50 day moving average price of $75.16 and a 200 day moving average price of $74.28.

JPMorgan Equity Focus ETF Dividend Announcement

The business also recently disclosed an annual dividend, which was paid on Thursday, December 18th. Stockholders of record on Tuesday, December 16th were paid a dividend of $0.5228 per share. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a dividend yield of 70.0%.

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.