JPMorgan Equity Focus ETF $JPEF Shares Sold by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC decreased its position in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 82.6% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,300 shares of the company’s stock after selling 20,432 shares during the period. Wealthcare Advisory Partners LLC’s holdings in JPMorgan Equity Focus ETF were worth $319,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. JPMorgan Chase & Co. increased its stake in shares of JPMorgan Equity Focus ETF by 2.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 71,237 shares of the company’s stock valued at $5,278,000 after purchasing an additional 1,534 shares in the last quarter. SPC Financial Inc. boosted its position in JPMorgan Equity Focus ETF by 11.4% during the third 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 in the last quarter. Jones Financial Companies Lllp grew its holdings in JPMorgan Equity Focus ETF by 27.1% in the third quarter. Jones Financial Companies Lllp now owns 467,570 shares of the company’s stock valued at $34,610,000 after purchasing an additional 99,690 shares during the period. Mutual Advisors LLC purchased a new stake in shares of JPMorgan Equity Focus ETF in the third quarter valued at approximately $2,461,000. Finally, Concurrent Investment Advisors LLC increased its position in shares of JPMorgan Equity Focus ETF by 2.5% in the third quarter. Concurrent Investment Advisors LLC now owns 7,317 shares of the company’s stock valued at $542,000 after buying an additional 181 shares in the last quarter.

JPMorgan Equity Focus ETF Price Performance

Shares of NASDAQ:JPEF opened at $75.88 on Friday. JPMorgan Equity Focus ETF has a 1 year low of $55.46 and a 1 year high of $76.49. The firm has a market capitalization of $1.60 billion, a price-to-earnings ratio of 26.67 and a beta of 1.00. The business’s 50 day moving average price is $75.15 and its 200-day moving average price is $74.35.

JPMorgan Equity Focus ETF Dividend Announcement

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

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.