Jones Financial Companies Lllp Acquires 99,690 Shares of JPMorgan Equity Focus ETF $JPEF

Jones Financial Companies Lllp raised its holdings in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 27.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 467,570 shares of the company’s stock after purchasing an additional 99,690 shares during the quarter. Jones Financial Companies Lllp’s holdings in JPMorgan Equity Focus ETF were worth $34,610,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the stock. Mutual Advisors LLC bought a new position in JPMorgan Equity Focus ETF in the third quarter worth approximately $2,461,000. Concurrent Investment Advisors LLC increased its stake in shares of JPMorgan Equity Focus ETF by 2.5% during the third quarter. Concurrent Investment Advisors LLC now owns 7,317 shares of the company’s stock valued at $542,000 after buying an additional 181 shares during the period. Smith Shellnut Wilson LLC ADV purchased a new stake in JPMorgan Equity Focus ETF in the third quarter worth about $255,000. Commonwealth Equity Services LLC increased its position in JPMorgan Equity Focus ETF by 3.8% during the 3rd quarter. Commonwealth Equity Services LLC now owns 552,813 shares of the company’s stock valued at $40,958,000 after purchasing an additional 20,320 shares during the period. Finally, Balance Wealth LLC raised its holdings in shares of JPMorgan Equity Focus ETF by 5.3% in the 3rd quarter. Balance Wealth LLC now owns 344,092 shares of the company’s stock valued at $25,494,000 after purchasing an additional 17,229 shares in the last quarter.

JPMorgan Equity Focus ETF Stock Up 0.3%

Shares of NASDAQ:JPEF opened at $75.79 on Tuesday. The firm has a 50 day moving average of $75.23 and a 200 day moving average of $73.93. The company has a market capitalization of $1.60 billion, a price-to-earnings ratio of 26.67 and a beta of 1.00. JPMorgan Equity Focus ETF has a 52 week low of $55.46 and a 52 week high of $76.28.

JPMorgan Equity Focus ETF Announces Dividend

The business also recently announced an annual dividend, which was paid on Thursday, December 18th. Shareholders of record on Tuesday, December 16th were paid a $0.5228 dividend. This represents a yield of 70.0%. The ex-dividend date was Tuesday, December 16th.

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.