JPMorgan Equity Focus ETF $JPEF Shares Sold by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC reduced its position in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 28.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,747 shares of the company’s stock after selling 1,860 shares during the period. Kingswood Wealth Advisors LLC’s holdings in JPMorgan Equity Focus ETF were worth $333,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the company. Raymond James Financial Inc. boosted its stake in shares of JPMorgan Equity Focus ETF by 100.6% during the 1st quarter. Raymond James Financial Inc. now owns 1,783,361 shares of the company’s stock worth $113,529,000 after purchasing an additional 894,439 shares during the last quarter. LPL Financial LLC boosted its position in shares of JPMorgan Equity Focus ETF by 8.3% in the first quarter. LPL Financial LLC now owns 741,474 shares of the company’s stock worth $47,202,000 after acquiring an additional 56,794 shares during the last quarter. Beaumont Financial Advisors LLC boosted its position in shares of JPMorgan Equity Focus ETF by 102.1% in the second quarter. Beaumont Financial Advisors LLC now owns 699,354 shares of the company’s stock worth $49,053,000 after acquiring an additional 353,389 shares during the last quarter. Commonwealth Equity Services LLC boosted its position in shares of JPMorgan Equity Focus ETF by 17.9% in the first quarter. Commonwealth Equity Services LLC now owns 487,379 shares of the company’s stock worth $31,027,000 after acquiring an additional 73,916 shares during the last quarter. Finally, Investment Planning Advisors Inc. boosted its position in shares of JPMorgan Equity Focus ETF by 8.1% in the second quarter. Investment Planning Advisors Inc. now owns 482,072 shares of the company’s stock worth $33,812,000 after acquiring an additional 36,304 shares during the last quarter.

JPMorgan Equity Focus ETF Stock Performance

JPEF opened at $72.54 on Friday. The company’s 50 day simple moving average is $72.97 and its 200 day simple moving average is $68.60. JPMorgan Equity Focus ETF has a 1 year low of $55.46 and a 1 year high of $74.71. The stock has a market capitalization of $1.58 billion, a PE ratio of 26.67 and a beta of 1.11.

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.