JPMorgan Equity Focus ETF $JPEF Shares Acquired by Friday Financial

Friday Financial boosted its holdings in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 186.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 23,823 shares of the company’s stock after buying an additional 15,501 shares during the quarter. Friday Financial’s holdings in JPMorgan Equity Focus ETF were worth $1,934,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Avantax Planning Partners Inc. acquired a new stake in shares of JPMorgan Equity Focus ETF in the first quarter worth about $128,384,000. Cetera Investment Advisers boosted its holdings in shares of JPMorgan Equity Focus ETF by 94.9% during the 1st quarter. Cetera Investment Advisers now owns 1,075,233 shares of the company’s stock worth $77,212,000 after buying an additional 523,563 shares during the period. Contango Wealth Management LLC acquired a new position in JPMorgan Equity Focus ETF in the 1st quarter valued at $2,769,000. Royal Bank of Canada grew its stake in JPMorgan Equity Focus ETF by 11.6% in the 1st quarter. Royal Bank of Canada now owns 259,526 shares of the company’s stock valued at $18,636,000 after buying an additional 27,048 shares during the last quarter. Finally, Mayflower Financial Advisors LLC bought a new position in JPMorgan Equity Focus ETF in the 1st quarter worth $1,306,000.

JPMorgan Equity Focus ETF Stock Performance

Shares of NASDAQ:JPEF opened at $83.09 on Friday. The company has a market cap of $2.06 billion, a P/E ratio of 26.67 and a beta of 0.96. The stock’s 50-day moving average is $81.67 and its 200-day moving average is $79.43. JPMorgan Equity Focus ETF has a 52-week low of $69.68 and a 52-week high of $83.41.

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.