Tyler Stone Wealth Management Increases Position in JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Tyler Stone Wealth Management raised its holdings in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 199.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,328 shares of the company’s stock after buying an additional 7,548 shares during the quarter. Tyler Stone Wealth Management’s holdings in JPMorgan Equity Focus ETF were worth $760,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Modern Wealth Management LLC acquired a new stake in JPMorgan Equity Focus ETF during the 4th quarter valued at $239,000. LPL Financial LLC increased its position in JPMorgan Equity Focus ETF by 7.3% in the fourth quarter. LPL Financial LLC now owns 684,680 shares of the company’s stock worth $45,949,000 after buying an additional 46,491 shares during the period. Cozad Asset Management Inc. lifted its position in JPMorgan Equity Focus ETF by 44.4% in the 4th quarter. Cozad Asset Management Inc. now owns 134,203 shares of the company’s stock valued at $9,006,000 after purchasing an additional 41,253 shares during the last quarter. Eldridge Investment Advisors Inc. bought a new position in JPMorgan Equity Focus ETF in the 4th quarter worth approximately $1,746,000. Finally, Harbour Investments Inc. acquired a new position in shares of JPMorgan Equity Focus ETF during the fourth quarter valued at $454,000.

JPMorgan Equity Focus ETF Stock Performance

Shares of NASDAQ JPEF opened at $65.48 on Wednesday. JPMorgan Equity Focus ETF has a 1 year low of $56.49 and a 1 year high of $70.16. The firm has a market cap of $1.08 billion, a P/E ratio of 24.28 and a beta of 1.11. The stock has a fifty day moving average price of $67.18 and a two-hundred day moving average price of $67.14.

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.