JPMorgan Equity Focus ETF $JPEF Shares Purchased by Crestwood Advisors Group LLC

Crestwood Advisors Group LLC increased its holdings in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 52.1% in the fourth quarter, Holdings Channel reports. The firm owned 83,606 shares of the company’s stock after acquiring an additional 28,634 shares during the period. Crestwood Advisors Group LLC’s holdings in JPMorgan Equity Focus ETF were worth $6,244,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Goldman Sachs Group Inc. purchased a new position in JPMorgan Equity Focus ETF in the 1st quarter worth approximately $325,000. JPMorgan Chase & Co. boosted its holdings 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 worth $4,889,000 after acquiring an additional 17,328 shares during the period. Raymond James Financial Inc. boosted its holdings in JPMorgan Equity Focus ETF by 9.8% in the 2nd quarter. Raymond James Financial Inc. now owns 1,958,565 shares of the company’s stock worth $137,374,000 after acquiring an additional 175,204 shares during the period. MML Investors Services LLC boosted its holdings in JPMorgan Equity Focus ETF by 7.6% in the 2nd quarter. MML Investors Services LLC now owns 1,076,371 shares of the company’s stock worth $75,497,000 after acquiring an additional 76,189 shares during the period. Finally, Captrust Financial Advisors boosted its holdings in JPMorgan Equity Focus ETF by 8.8% in the 2nd quarter. Captrust Financial Advisors now owns 4,064 shares of the company’s stock worth $285,000 after acquiring an additional 328 shares during the period.

JPMorgan Equity Focus ETF Stock Up 0.6%

NASDAQ JPEF opened at $79.77 on Friday. The stock has a market cap of $1.93 billion, a PE ratio of 26.67 and a beta of 0.98. JPMorgan Equity Focus ETF has a fifty-two week low of $64.30 and a fifty-two week high of $79.89. The business has a 50 day moving average price of $74.86 and a two-hundred day moving average price of $75.00.

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.