Leverty Financial Group LLC Grows Stock Position in JPMorgan Equity Focus ETF $JPEF

Leverty Financial Group LLC grew its position in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 2.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 354,233 shares of the company’s stock after purchasing an additional 8,610 shares during the quarter. JPMorgan Equity Focus ETF makes up about 5.3% of Leverty Financial Group LLC’s investment portfolio, making the stock its 6th largest holding. Leverty Financial Group LLC owned approximately 1.43% of JPMorgan Equity Focus ETF worth $28,789,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. First Citizens Financial Corp boosted its holdings in JPMorgan Equity Focus ETF by 17.0% in the 3rd quarter. First Citizens Financial Corp now owns 22,284 shares of the company’s stock worth $1,811,000 after buying an additional 3,231 shares during the period. Integrated Wealth Concepts LLC lifted its position in shares of JPMorgan Equity Focus ETF by 10.3% in the second quarter. Integrated Wealth Concepts LLC now owns 7,963 shares of the company’s stock valued at $640,000 after acquiring an additional 746 shares in the last quarter. Concurrent Investment Advisors LLC lifted its position in shares of JPMorgan Equity Focus ETF by 10.4% in the second quarter. Concurrent Investment Advisors LLC now owns 12,446 shares of the company’s stock valued at $1,000,000 after acquiring an additional 1,172 shares in the last quarter. Friday Financial purchased a new position in shares of JPMorgan Equity Focus ETF in the second quarter valued at about $669,000. Finally, Contango Wealth Management LLC bought a new position in shares of JPMorgan Equity Focus ETF in the first quarter worth about $2,769,000.

JPMorgan Equity Focus ETF Price Performance

Shares of NASDAQ:JPEF traded down $0.72 during trading on Thursday, hitting $82.06. 14,265 shares of the company’s stock were exchanged, compared to its average volume of 108,683. The business’s 50-day simple moving average is $81.54 and its 200 day simple moving average is $79.33. The company has a market cap of $2.04 billion, a price-to-earnings ratio of 26.67 and a beta of 0.96. JPMorgan Equity Focus ETF has a 52-week low of $69.68 and a 52-week high of $83.41.

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.