Beaumont Financial Advisors LLC Sells 120,136 Shares of JPMorgan Equity Focus ETF $JPEF

Beaumont Financial Advisors LLC decreased its holdings in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 23.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 392,979 shares of the company’s stock after selling 120,136 shares during the period. JPMorgan Equity Focus ETF makes up about 1.9% of Beaumont Financial Advisors LLC’s portfolio, making the stock its 11th largest position. Beaumont Financial Advisors LLC’s holdings in JPMorgan Equity Focus ETF were worth $28,220,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Goldman Sachs Group Inc. acquired a new position in shares of JPMorgan Equity Focus ETF during the first quarter valued at about $325,000. JPMorgan Chase & Co. lifted its position in JPMorgan Equity Focus ETF by 33.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 69,703 shares of the company’s stock valued at $4,889,000 after acquiring an additional 17,328 shares in the last quarter. Raymond James Financial Inc. boosted its stake in JPMorgan Equity Focus ETF by 9.8% during the 2nd quarter. Raymond James Financial Inc. now owns 1,958,565 shares of the company’s stock valued at $137,374,000 after purchasing an additional 175,204 shares during the last quarter. MML Investors Services LLC boosted its stake in JPMorgan Equity Focus ETF by 7.6% during the 2nd quarter. MML Investors Services LLC now owns 1,076,371 shares of the company’s stock valued at $75,497,000 after purchasing an additional 76,189 shares during the last quarter. Finally, Captrust Financial Advisors increased its holdings in JPMorgan Equity Focus ETF by 8.8% during the 2nd quarter. Captrust Financial Advisors now owns 4,064 shares of the company’s stock worth $285,000 after purchasing an additional 328 shares in the last quarter.

JPMorgan Equity Focus ETF Stock Up 0.3%

Shares of JPMorgan Equity Focus ETF stock opened at $81.20 on Thursday. The company has a market cap of $2.01 billion, a PE ratio of 26.67 and a beta of 0.96. The business has a 50 day moving average price of $79.91 and a 200-day moving average price of $76.72. JPMorgan Equity Focus ETF has a 52 week low of $69.61 and a 52 week high of $81.30.

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.