Stratos Wealth Partners LTD. Increases Stake in JPMorgan Equity Focus ETF $JPEF

Stratos Wealth Partners LTD. boosted its position in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 2.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 319,251 shares of the company’s stock after purchasing an additional 8,196 shares during the period. Stratos Wealth Partners LTD. owned approximately 1.50% of JPMorgan Equity Focus ETF worth $23,844,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of JPEF. Goldman Sachs Group Inc. purchased a new position in JPMorgan Equity Focus ETF during the 1st quarter valued at $325,000. JPMorgan Chase & Co. boosted its position 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 valued at $4,889,000 after buying an additional 17,328 shares during the period. Capital Advisors Wealth Management LLC increased its position in shares of JPMorgan Equity Focus ETF by 6.9% during the second quarter. Capital Advisors Wealth Management LLC now owns 9,292 shares of the company’s stock worth $652,000 after acquiring an additional 602 shares during the period. Cary Street Partners Financial LLC increased its position in shares of JPMorgan Equity Focus ETF by 1.8% during the second quarter. Cary Street Partners Financial LLC now owns 49,536 shares of the company’s stock worth $3,474,000 after acquiring an additional 894 shares during the period. Finally, Balance Wealth LLC raised its stake in shares of JPMorgan Equity Focus ETF by 103.7% during the second quarter. Balance Wealth LLC now owns 326,863 shares of the company’s stock valued at $22,926,000 after acquiring an additional 166,396 shares in the last quarter.

JPMorgan Equity Focus ETF Stock Performance

Shares of NASDAQ JPEF opened at $72.05 on Friday. The firm has a market capitalization of $1.72 billion, a price-to-earnings ratio of 26.67 and a beta of 1.00. The stock has a 50 day moving average price of $74.27 and a 200 day moving average price of $74.55. JPMorgan Equity Focus ETF has a 52-week low of $55.46 and a 52-week high of $76.49.

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.