JPMorgan Equity Focus ETF $JPEF Shares Sold by Beaumont Financial Advisors LLC

Beaumont Financial Advisors LLC lessened its position in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 86.1% during the third quarter, Holdings Channel reports. The institutional investor owned 39,781 shares of the company’s stock after selling 245,412 shares during the quarter. Beaumont Financial Advisors LLC’s holdings in JPMorgan Equity Focus ETF were worth $3,233,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in JPEF. Avantax Planning Partners Inc. acquired a new stake in shares of JPMorgan Equity Focus ETF during the 1st quarter valued at $128,384,000. Cetera Investment Advisers increased its position in JPMorgan Equity Focus ETF by 94.9% in the 1st quarter. Cetera Investment Advisers now owns 1,075,233 shares of the company’s stock worth $77,212,000 after purchasing an additional 523,563 shares during the last quarter. Leverty Financial Group LLC lifted its stake in shares of JPMorgan Equity Focus ETF by 2.5% in the 3rd quarter. Leverty Financial Group LLC now owns 354,233 shares of the company’s stock valued at $28,789,000 after purchasing an additional 8,610 shares during the last quarter. Royal Bank of Canada grew its position in shares of JPMorgan Equity Focus ETF by 11.6% in the first quarter. Royal Bank of Canada now owns 259,526 shares of the company’s stock valued at $18,636,000 after purchasing an additional 27,048 shares during the last quarter. Finally, Kestra Advisory Services LLC lifted its stake in shares of JPMorgan Equity Focus ETF by 10.0% in the first quarter. Kestra Advisory Services LLC now owns 110,349 shares of the company’s stock valued at $7,924,000 after buying an additional 10,027 shares during the period.

JPMorgan Equity Focus ETF Stock Performance

JPEF opened at $80.57 on Friday. The firm has a market cap of $2.01 billion, a price-to-earnings ratio of 26.67 and a beta of 0.96. JPMorgan Equity Focus ETF has a twelve month low of $69.68 and a twelve month high of $83.41. The firm’s 50-day simple moving average is $81.48 and its 200-day simple moving average is $80.13.

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.