JPMorgan Equity Focus ETF (NASDAQ:JPEF) Shares Bought by Castle Wealth Management LLC

Castle Wealth Management LLC lifted its position in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 742.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 71,040 shares of the company’s stock after purchasing an additional 62,609 shares during the quarter. JPMorgan Equity Focus ETF accounts for approximately 1.9% of Castle Wealth Management LLC’s portfolio, making the stock its 18th largest holding. Castle Wealth Management LLC’s holdings in JPMorgan Equity Focus ETF were worth $4,655,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Thrivent Financial for Lutherans boosted its position in JPMorgan Equity Focus ETF by 24.8% during the second quarter. Thrivent Financial for Lutherans now owns 941,813 shares of the company’s stock worth $58,731,000 after purchasing an additional 186,867 shares in the last quarter. Raymond James Financial Services Advisors Inc. lifted its position in shares of JPMorgan Equity Focus ETF by 12.1% during the 2nd quarter. Raymond James Financial Services Advisors Inc. now owns 532,992 shares of the company’s stock valued at $33,237,000 after buying an additional 57,702 shares in the last quarter. Beaumont Financial Advisors LLC grew its stake in JPMorgan Equity Focus ETF by 28.5% in the 3rd quarter. Beaumont Financial Advisors LLC now owns 355,632 shares of the company’s stock valued at $23,305,000 after acquiring an additional 78,971 shares during the period. Raymond James & Associates increased its holdings in JPMorgan Equity Focus ETF by 23.9% in the 3rd quarter. Raymond James & Associates now owns 201,422 shares of the company’s stock worth $13,199,000 after acquiring an additional 38,865 shares in the last quarter. Finally, American Planning Services Inc. raised its position in JPMorgan Equity Focus ETF by 1.4% during the first quarter. American Planning Services Inc. now owns 197,491 shares of the company’s stock worth $11,804,000 after acquiring an additional 2,702 shares during the period.

JPMorgan Equity Focus ETF Stock Up 0.2 %

Shares of NASDAQ JPEF opened at $68.11 on Thursday. The firm has a market cap of $937.19 million, a price-to-earnings ratio of 25.11 and a beta of 1.11. The company’s 50-day simple moving average is $65.31 and its 200-day simple moving average is $62.70. JPMorgan Equity Focus ETF has a 52-week low of $48.22 and a 52-week high of $68.11.

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.