JPMorgan Equity Focus ETF (NASDAQ:JPEF) Stock Holdings Increased by Crestwood Advisors Group LLC

Crestwood Advisors Group LLC lifted its holdings in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 209.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 20,148 shares of the company’s stock after purchasing an additional 13,632 shares during the quarter. Crestwood Advisors Group LLC owned 0.12% of JPMorgan Equity Focus ETF worth $1,352,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Thrivent Financial for Lutherans raised its holdings in JPMorgan Equity Focus ETF by 4.1% during the third quarter. Thrivent Financial for Lutherans now owns 979,969 shares of the company’s stock worth $64,217,000 after purchasing an additional 38,156 shares in the last quarter. Beaumont Financial Advisors LLC increased its position in shares of JPMorgan Equity Focus ETF by 31.3% during the 4th quarter. Beaumont Financial Advisors LLC now owns 466,974 shares of the company’s stock valued at $31,339,000 after purchasing an additional 111,342 shares during the period. Stratos Wealth Partners LTD. bought a new stake in shares of JPMorgan Equity Focus ETF in the 4th quarter worth $19,917,000. Investment Planning Advisors Inc. lifted its holdings in shares of JPMorgan Equity Focus ETF by 66.1% in the fourth quarter. Investment Planning Advisors Inc. now owns 265,768 shares of the company’s stock valued at $17,836,000 after buying an additional 105,767 shares during the period. Finally, Raymond James & Associates boosted its stake in JPMorgan Equity Focus ETF by 23.9% during the third quarter. Raymond James & Associates now owns 201,422 shares of the company’s stock valued at $13,199,000 after buying an additional 38,865 shares in the last quarter.

JPMorgan Equity Focus ETF Trading Down 0.4 %

Shares of JPMorgan Equity Focus ETF stock opened at $67.44 on Tuesday. JPMorgan Equity Focus ETF has a 52 week low of $56.49 and a 52 week high of $70.16. The stock has a market cap of $1.22 billion, a PE ratio of 25.48 and a beta of 1.11. The company’s 50-day moving average price is $68.33 and its two-hundred day moving average price is $66.90.

JPMorgan Equity Focus ETF Increases Dividend

The firm also recently announced a dividend, which was paid on Friday, December 27th. Investors of record on Tuesday, December 24th were issued a $0.3881 dividend. This is an increase from JPMorgan Equity Focus ETF’s previous dividend of $0.09. The ex-dividend date of this dividend was Tuesday, December 24th.

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.