JPMorgan Equity Focus ETF $JPEF Shares Purchased by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. lifted its holdings in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 19.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 93,254 shares of the company’s stock after acquiring an additional 15,095 shares during the quarter. Northwestern Mutual Wealth Management Co. owned 0.44% of JPMorgan Equity Focus ETF worth $6,965,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Balance Wealth LLC increased its stake in shares of JPMorgan Equity Focus ETF by 5.7% in the fourth quarter. Balance Wealth LLC now owns 363,655 shares of the company’s stock worth $27,160,000 after acquiring an additional 19,563 shares during the period. Moneco Advisors LLC increased its stake in shares of JPMorgan Equity Focus ETF by 3.7% in the fourth quarter. Moneco Advisors LLC now owns 232,019 shares of the company’s stock worth $17,329,000 after acquiring an additional 8,240 shares during the period. Cary Street Partners Financial LLC increased its stake in shares of JPMorgan Equity Focus ETF by 34.1% in the third quarter. Cary Street Partners Financial LLC now owns 66,422 shares of the company’s stock worth $4,921,000 after acquiring an additional 16,886 shares during the period. Stratos Wealth Partners LTD. increased its stake in shares of JPMorgan Equity Focus ETF by 2.6% in the fourth quarter. Stratos Wealth Partners LTD. now owns 319,251 shares of the company’s stock worth $23,844,000 after acquiring an additional 8,196 shares during the period. Finally, Crestwood Advisors Group LLC increased its stake in shares of JPMorgan Equity Focus ETF by 22.9% in the third quarter. Crestwood Advisors Group LLC now owns 54,972 shares of the company’s stock worth $4,073,000 after acquiring an additional 10,229 shares during the period.

JPMorgan Equity Focus ETF Price Performance

NASDAQ:JPEF opened at $80.75 on Wednesday. The firm has a market capitalization of $1.95 billion, a P/E ratio of 26.67 and a beta of 0.98. JPMorgan Equity Focus ETF has a 1-year low of $67.28 and a 1-year high of $81.30. The company’s fifty day moving average price is $76.78 and its 200-day moving average price is $75.61.

About JPMorgan Equity Focus ETF

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.