Leverty Financial Group LLC Increases Position in JPMorgan Equity Focus ETF $JPEF

Leverty Financial Group LLC boosted its stake in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 2.5% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 354,233 shares of the company’s stock after purchasing an additional 8,610 shares during the quarter. JPMorgan Equity Focus ETF comprises approximately 5.3% of Leverty Financial Group LLC’s holdings, making the stock its 6th largest holding. Leverty Financial Group LLC’s holdings in JPMorgan Equity Focus ETF were worth $28,789,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Avantax Planning Partners Inc. purchased a new position in shares of JPMorgan Equity Focus ETF during the first quarter valued at about $128,384,000. Cetera Investment Advisers boosted its stake in JPMorgan Equity Focus ETF by 94.9% during the first quarter. Cetera Investment Advisers now owns 1,075,233 shares of the company’s stock valued at $77,212,000 after buying an additional 523,563 shares during the last quarter. Royal Bank of Canada boosted its stake in JPMorgan Equity Focus ETF by 11.6% during the first 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. Kestra Advisory Services LLC boosted its stake in JPMorgan Equity Focus ETF by 10.0% during the first quarter. Kestra Advisory Services LLC now owns 110,349 shares of the company’s stock valued at $7,924,000 after buying an additional 10,027 shares during the last quarter. Finally, Castle Wealth Management LLC grew its holdings in JPMorgan Equity Focus ETF by 1.3% during the 1st quarter. Castle Wealth Management LLC now owns 69,902 shares of the company’s stock valued at $5,020,000 after buying an additional 864 shares in the last quarter.

JPMorgan Equity Focus ETF Stock Performance

NASDAQ:JPEF traded down $0.72 during trading hours on Thursday, reaching $82.06. The stock had a trading volume of 14,265 shares, compared to its average volume of 108,683. JPMorgan Equity Focus ETF has a 52 week low of $69.68 and a 52 week high of $83.41. The company has a 50 day moving average price of $81.54 and a two-hundred day moving average price of $79.33. The stock has a market capitalization of $2.04 billion, a PE ratio of 26.67 and a beta of 0.96.

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.