Capital Advisors Ltd. LLC Grows Stock Holdings in JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Capital Advisors Ltd. LLC increased its position in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 39.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 14,014 shares of the company’s stock after acquiring an additional 3,997 shares during the period. Capital Advisors Ltd. LLC owned about 0.08% of JPMorgan Equity Focus ETF worth $940,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the company. Private Advisor Group LLC raised its holdings in JPMorgan Equity Focus ETF by 1.9% in the 4th quarter. Private Advisor Group LLC now owns 8,642 shares of the company’s stock worth $580,000 after acquiring an additional 164 shares during the last quarter. World Investment Advisors LLC grew its position in JPMorgan Equity Focus ETF by 1.7% in the 3rd 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 period. Good Life Advisors LLC grew its position in JPMorgan Equity Focus ETF by 2.2% in the 4th quarter. Good Life Advisors LLC now owns 18,686 shares of the company’s stock worth $1,254,000 after purchasing an additional 407 shares during the period. Fifth Third Securities Inc. grew its position in JPMorgan Equity Focus ETF by 1.1% in the 4th quarter. Fifth Third Securities Inc. now owns 89,274 shares of the company’s stock worth $5,991,000 after purchasing an additional 980 shares during the period. Finally, Capital Advisors Wealth Management LLC grew its position 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.

JPMorgan Equity Focus ETF Trading Down 1.7 %

NASDAQ:JPEF opened at $67.72 on Monday. JPMorgan Equity Focus ETF has a 12 month low of $56.49 and a 12 month high of $70.16. The company has a market cap of $1.23 billion, a PE ratio of 25.48 and a beta of 1.11. The company has a 50 day simple moving average of $68.38 and a two-hundred day simple moving average of $66.86.

JPMorgan Equity Focus ETF Increases Dividend

The business also recently announced a dividend, which was paid on Friday, December 27th. Shareholders of record on Tuesday, December 24th were given a $0.3881 dividend. The ex-dividend date was Tuesday, December 24th. This is an increase from JPMorgan Equity Focus ETF’s previous dividend of $0.09.

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.