JPMorgan Equity Focus ETF (NASDAQ:JPEF) Shares Purchased by Beaumont Financial Advisors LLC

Beaumont Financial Advisors LLC raised its position in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 31.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 466,974 shares of the company’s stock after purchasing an additional 111,342 shares during the quarter. JPMorgan Equity Focus ETF accounts for approximately 2.4% of Beaumont Financial Advisors LLC’s holdings, making the stock its 10th largest holding. Beaumont Financial Advisors LLC owned 2.88% of JPMorgan Equity Focus ETF worth $31,339,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Thrivent Financial for Lutherans increased its stake in JPMorgan Equity Focus ETF by 4.1% in the 3rd quarter. Thrivent Financial for Lutherans now owns 979,969 shares of the company’s stock valued at $64,217,000 after buying an additional 38,156 shares during the last quarter. JPMorgan Chase & Co. increased its position in shares of JPMorgan Equity Focus ETF by 42.1% in the third quarter. JPMorgan Chase & Co. now owns 53,117 shares of the company’s stock valued at $3,481,000 after acquiring an additional 15,728 shares during the last quarter. Private Advisor Group LLC raised its holdings in JPMorgan Equity Focus ETF by 33.7% during the third quarter. Private Advisor Group LLC now owns 8,478 shares of the company’s stock worth $556,000 after acquiring an additional 2,135 shares in the last quarter. Raymond James & Associates grew its stake in JPMorgan Equity Focus ETF by 23.9% in the third quarter. Raymond James & Associates now owns 201,422 shares of the company’s stock valued at $13,199,000 after purchasing an additional 38,865 shares in the last quarter. Finally, Advisory Alpha LLC bought a new stake in shares of JPMorgan Equity Focus ETF during the 2nd quarter worth approximately $204,000.

JPMorgan Equity Focus ETF Trading Up 1.0 %

Shares of NASDAQ JPEF opened at $69.35 on Wednesday. The stock has a 50 day moving average of $68.42 and a 200-day moving average of $65.77. The company has a market capitalization of $1.13 billion, a P/E ratio of 25.11 and a beta of 1.11. JPMorgan Equity Focus ETF has a 12 month low of $54.09 and a 12 month high of $70.09.

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 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.