Capital Advisors Ltd. LLC Buys 3,997 Shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF)

Capital Advisors Ltd. LLC increased its holdings in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 39.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 14,014 shares of the company’s stock after buying an additional 3,997 shares during the period. Capital Advisors Ltd. LLC’s holdings in JPMorgan Equity Focus ETF were worth $940,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Thrivent Financial for Lutherans boosted its stake in shares of JPMorgan Equity Focus ETF by 4.1% during the third quarter. Thrivent Financial for Lutherans now owns 979,969 shares of the company’s stock valued at $64,217,000 after purchasing an additional 38,156 shares in the last quarter. Beaumont Financial Advisors LLC boosted its stake in shares of JPMorgan Equity Focus ETF by 31.3% during the fourth quarter. Beaumont Financial Advisors LLC now owns 466,974 shares of the company’s stock valued at $31,339,000 after purchasing an additional 111,342 shares in the last quarter. Stratos Wealth Partners LTD. bought a new position in shares of JPMorgan Equity Focus ETF during the fourth quarter valued at approximately $19,917,000. Investment Planning Advisors Inc. lifted its position in JPMorgan Equity Focus ETF by 66.1% during the fourth quarter. Investment Planning Advisors Inc. now owns 265,768 shares of the company’s stock valued at $17,836,000 after acquiring an additional 105,767 shares during the last quarter. Finally, Raymond James & Associates lifted its position in JPMorgan Equity Focus ETF by 23.9% during the third quarter. Raymond James & Associates now owns 201,422 shares of the company’s stock valued at $13,199,000 after acquiring an additional 38,865 shares during the last quarter.

JPMorgan Equity Focus ETF Stock Down 1.7 %

NASDAQ:JPEF opened at $67.72 on Monday. JPMorgan Equity Focus ETF has a 52 week low of $56.49 and a 52 week high of $70.16. The firm has a 50 day moving average of $68.38 and a 200 day moving average of $66.86. The stock has a market capitalization of $1.23 billion, a price-to-earnings ratio of 25.48 and a beta of 1.11.

JPMorgan Equity Focus ETF Increases Dividend

The company also recently announced a dividend, which was paid on Friday, December 27th. Investors of record on Tuesday, December 24th were given a dividend of $0.3881 per share. This is a boost from JPMorgan Equity Focus ETF’s previous dividend of $0.09. The ex-dividend date was Tuesday, December 24th.

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.