JPMorgan Equity Focus ETF (NASDAQ:JPEF) Shares Sold by Advisory Alpha LLC

Advisory Alpha LLC cut its holdings in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 4.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,738 shares of the company’s stock after selling 189 shares during the period. Advisory Alpha LLC’s holdings in JPMorgan Equity Focus ETF were worth $251,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. World Investment Advisors LLC lifted its position in shares of JPMorgan Equity Focus ETF by 1.7% during the third quarter. World Investment Advisors LLC now owns 12,994 shares of the company’s stock worth $852,000 after purchasing an additional 221 shares during the last quarter. Denver Wealth Management Inc. boosted its stake in JPMorgan Equity Focus ETF by 19.0% in the 3rd quarter. Denver Wealth Management Inc. now owns 5,258 shares of the company’s stock worth $345,000 after purchasing an additional 840 shares during the period. Capital Advisors Wealth Management LLC boosted its stake in JPMorgan Equity Focus ETF by 18.3% in the 4th quarter. Capital Advisors Wealth Management LLC now owns 7,306 shares of the company’s stock worth $490,000 after purchasing an additional 1,131 shares during the period. Private Advisor Group LLC boosted its stake in JPMorgan Equity Focus ETF by 33.7% in the 3rd quarter. Private Advisor Group LLC now owns 8,478 shares of the company’s stock worth $556,000 after purchasing an additional 2,135 shares during the period. Finally, Northwestern Mutual Wealth Management Co. boosted its stake in JPMorgan Equity Focus ETF by 3,006.0% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 2,578 shares of the company’s stock worth $161,000 after purchasing an additional 2,495 shares during the period.

JPMorgan Equity Focus ETF Stock Performance

JPMorgan Equity Focus ETF stock opened at $69.98 on Friday. The company has a 50 day moving average price of $68.44 and a 200 day moving average price of $65.84. JPMorgan Equity Focus ETF has a 52 week low of $54.15 and a 52 week high of $70.09. The firm has a market capitalization of $1.14 billion, a price-to-earnings ratio of 25.11 and a beta of 1.11.

JPMorgan Equity Focus ETF Increases Dividend

The company also recently disclosed a dividend, which was paid on Friday, December 27th. Investors of record on Tuesday, December 24th were paid a $0.3881 dividend. This is a positive change from JPMorgan Equity Focus ETF’s previous dividend of $0.09. The ex-dividend date was Tuesday, December 24th.

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.