Crestwood Advisors Group LLC Buys 5,789 Shares of JPMorgan Equity Focus ETF $JPEF

Crestwood Advisors Group LLC grew its stake in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 14.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 44,743 shares of the company’s stock after purchasing an additional 5,789 shares during the quarter. Crestwood Advisors Group LLC owned approximately 0.20% of JPMorgan Equity Focus ETF worth $3,138,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Fifth Third Bancorp bought a new position in shares of JPMorgan Equity Focus ETF in the second quarter valued at about $33,000. Hazlett Burt & Watson Inc. bought a new position in JPMorgan Equity Focus ETF during the first quarter worth about $46,000. Farther Finance Advisors LLC bought a new position in JPMorgan Equity Focus ETF during the second quarter worth about $55,000. 3Chopt Investment Partners LLC increased its position in JPMorgan Equity Focus ETF by 122.1% during the second quarter. 3Chopt Investment Partners LLC now owns 1,877 shares of the company’s stock worth $132,000 after acquiring an additional 1,032 shares during the period. Finally, Carnegie Lake Advisors LLC increased its position in JPMorgan Equity Focus ETF by 26.3% during the first quarter. Carnegie Lake Advisors LLC now owns 3,775 shares of the company’s stock worth $240,000 after acquiring an additional 785 shares during the period.

JPMorgan Equity Focus ETF Stock Performance

NASDAQ:JPEF opened at $75.01 on Thursday. JPMorgan Equity Focus ETF has a 52 week low of $55.46 and a 52 week high of $76.28. The firm has a market cap of $1.62 billion, a price-to-earnings ratio of 26.67 and a beta of 1.00. The firm’s 50-day simple moving average is $74.06 and its 200 day simple moving average is $70.40.

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.