JPMorgan Equity Focus ETF (NASDAQ:JPEF) is American Planning Services Inc.’s 5th Largest Position

American Planning Services Inc. reduced its position in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 5.7% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 186,194 shares of the company’s stock after selling 11,297 shares during the quarter. JPMorgan Equity Focus ETF makes up about 8.2% of American Planning Services Inc.’s holdings, making the stock its 5th largest holding. American Planning Services Inc.’s holdings in JPMorgan Equity Focus ETF were worth $11,611,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Tennessee Valley Asset Management Partners purchased a new position in JPMorgan Equity Focus ETF during the 2nd quarter worth approximately $201,000. ICA Group Wealth Management LLC raised its position in JPMorgan Equity Focus ETF by 27.4% during the second quarter. ICA Group Wealth Management LLC now owns 4,396 shares of the company’s stock valued at $274,000 after buying an additional 946 shares during the period. Thoroughbred Financial Services LLC boosted its position in JPMorgan Equity Focus ETF by 42.2% during the 2nd quarter. Thoroughbred Financial Services LLC now owns 12,209 shares of the company’s stock worth $761,000 after acquiring an additional 3,625 shares during the period. Gentry Private Wealth LLC purchased a new position in JPMorgan Equity Focus ETF during the 2nd quarter valued at about $206,000. Finally, Cozad Asset Management Inc. grew its stake in JPMorgan Equity Focus ETF by 21.6% during the 2nd quarter. Cozad Asset Management Inc. now owns 78,986 shares of the company’s stock valued at $4,926,000 after acquiring an additional 14,006 shares in the last quarter.

JPMorgan Equity Focus ETF Price Performance

NASDAQ JPEF opened at $64.23 on Monday. The company has a 50 day simple moving average of $62.87 and a 200-day simple moving average of $60.79. JPMorgan Equity Focus ETF has a 52-week low of $45.27 and a 52-week high of $64.59. The firm has a market capitalization of $751.49 million, a price-to-earnings ratio of 25.11 and a beta of 1.11.

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.