Mutual Advisors LLC Takes Position in JPMorgan Equity Focus ETF $JPEF

Mutual Advisors LLC purchased a new stake in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 32,970 shares of the company’s stock, valued at approximately $2,461,000. Mutual Advisors LLC owned approximately 0.15% of JPMorgan Equity Focus ETF at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Farther Finance Advisors LLC acquired a new stake in shares of JPMorgan Equity Focus ETF during the 2nd quarter worth approximately $55,000. 3Chopt Investment Partners LLC increased its stake in shares of 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 purchasing an additional 1,032 shares in the last quarter. Smith Shellnut Wilson LLC ADV acquired a new position in shares of JPMorgan Equity Focus ETF during the third quarter valued at approximately $255,000. Captrust Financial Advisors lifted 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 valued at $285,000 after purchasing an additional 328 shares in the last quarter. Finally, Resources Management Corp CT ADV purchased a new position in shares of JPMorgan Equity Focus ETF in the second quarter worth about $306,000.

JPMorgan Equity Focus ETF Stock Performance

NASDAQ:JPEF opened at $75.79 on Tuesday. JPMorgan Equity Focus ETF has a one year low of $55.46 and a one year high of $76.28. The stock has a market cap of $1.60 billion, a PE ratio of 26.67 and a beta of 1.00. The stock has a 50 day moving average price of $75.23 and a 200 day moving average price of $73.93.

JPMorgan Equity Focus ETF Dividend Announcement

The company also recently disclosed an annual dividend, which was paid on Thursday, December 18th. Investors of record on Tuesday, December 16th were given a dividend of $0.5228 per share. This represents a yield of 70.0%. The ex-dividend date was Tuesday, December 16th.

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.