JPMorgan Equity Focus ETF $JPEF Shares Bought by First Citizens Financial Corp

First Citizens Financial Corp raised its stake in JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 94.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,762 shares of the company’s stock after acquiring an additional 7,652 shares during the period. First Citizens Financial Corp owned 0.07% of JPMorgan Equity Focus ETF worth $1,168,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of JPEF. Captrust Financial Advisors lifted its position in JPMorgan Equity Focus ETF by 8.8% during the 2nd quarter. Captrust Financial Advisors now owns 4,064 shares of the company’s stock worth $285,000 after acquiring an additional 328 shares during the period. Fifth Third Bancorp acquired a new stake in shares of JPMorgan Equity Focus ETF during the second quarter valued at $33,000. Prosperity Financial Group Inc. increased its stake in shares of JPMorgan Equity Focus ETF by 4.7% during the 2nd quarter. Prosperity Financial Group Inc. now owns 11,352 shares of the company’s stock valued at $796,000 after acquiring an additional 509 shares during the last quarter. Capital Advisors Wealth Management LLC increased its position in JPMorgan Equity Focus ETF by 6.9% during the 2nd quarter. Capital Advisors Wealth Management LLC now owns 9,292 shares of the company’s stock worth $652,000 after purchasing an additional 602 shares in the last quarter. Finally, Farther Finance Advisors LLC acquired a new position in shares of JPMorgan Equity Focus ETF during the second quarter worth about $55,000.

JPMorgan Equity Focus ETF Stock Down 0.2%

JPEF stock opened at $74.93 on Tuesday. JPMorgan Equity Focus ETF has a 52-week low of $55.46 and a 52-week high of $76.28. The stock’s 50 day moving average is $74.77 and its two-hundred day moving average is $72.42. The company has a market capitalization of $1.62 billion, a PE ratio of 26.67 and a beta of 1.00.

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.