Beaumont Financial Advisors LLC Has $28.22 Million Stake in JPMorgan Equity Focus ETF $JPEF

Beaumont Financial Advisors LLC reduced its position in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 23.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 392,979 shares of the company’s stock after selling 120,136 shares during the quarter. JPMorgan Equity Focus ETF makes up about 1.9% of Beaumont Financial Advisors LLC’s portfolio, making the stock its 11th largest position. Beaumont Financial Advisors LLC owned 1.63% of JPMorgan Equity Focus ETF worth $28,220,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. Avantax Planning Partners Inc. acquired a new position in JPMorgan Equity Focus ETF in the first quarter valued at $128,384,000. Strategic Wealth Advisors LLC acquired a new stake in JPMorgan Equity Focus ETF during the 1st quarter worth about $76,000. Castle Wealth Management LLC raised its position in shares of JPMorgan Equity Focus ETF by 1.3% in the 1st quarter. Castle Wealth Management LLC now owns 69,902 shares of the company’s stock worth $5,020,000 after acquiring an additional 864 shares in the last quarter. Fifth Third Bancorp raised its position in shares of JPMorgan Equity Focus ETF by 714.8% in the 1st quarter. Fifth Third Bancorp now owns 3,854 shares of the company’s stock worth $277,000 after acquiring an additional 3,381 shares in the last quarter. Finally, Kestra Advisory Services LLC lifted its stake in shares of JPMorgan Equity Focus ETF by 10.0% in the 1st quarter. Kestra Advisory Services LLC now owns 110,349 shares of the company’s stock valued at $7,924,000 after purchasing an additional 10,027 shares during the period.

JPMorgan Equity Focus ETF Price Performance

NASDAQ JPEF opened at $81.20 on Thursday. The business has a 50 day simple moving average of $79.91 and a 200 day simple moving average of $76.72. JPMorgan Equity Focus ETF has a one year low of $69.61 and a one year high of $81.30. The stock has a market capitalization of $2.01 billion, a P/E ratio of 26.67 and a beta of 0.96.

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.