Balance Wealth LLC Grows Holdings in JPMorgan Equity Focus ETF $JPEF

Balance Wealth LLC increased its position in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 5.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 363,655 shares of the company’s stock after acquiring an additional 19,563 shares during the quarter. JPMorgan Equity Focus ETF comprises approximately 8.7% of Balance Wealth LLC’s investment portfolio, making the stock its 2nd biggest holding. Balance Wealth LLC owned about 1.70% of JPMorgan Equity Focus ETF worth $27,160,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Commonwealth Equity Services LLC boosted its stake in JPMorgan Equity Focus ETF by 3.8% during the 3rd quarter. Commonwealth Equity Services LLC now owns 552,813 shares of the company’s stock worth $40,958,000 after acquiring an additional 20,320 shares during the last quarter. Cary Street Partners Financial LLC boosted its stake in JPMorgan Equity Focus ETF by 34.1% during the 3rd quarter. Cary Street Partners Financial LLC now owns 66,422 shares of the company’s stock worth $4,921,000 after acquiring an additional 16,886 shares during the last quarter. Osaic Holdings Inc. boosted its stake in JPMorgan Equity Focus ETF by 29.1% during the 2nd quarter. Osaic Holdings Inc. now owns 558,669 shares of the company’s stock worth $39,186,000 after acquiring an additional 125,771 shares during the last quarter. Crestwood Advisors Group LLC boosted its stake in JPMorgan Equity Focus ETF by 22.9% during the 3rd quarter. Crestwood Advisors Group LLC now owns 54,972 shares of the company’s stock worth $4,073,000 after acquiring an additional 10,229 shares during the last quarter. Finally, First Citizens Financial Corp boosted its stake in JPMorgan Equity Focus ETF by 94.4% during the 3rd quarter. First Citizens Financial Corp now owns 15,762 shares of the company’s stock worth $1,168,000 after acquiring an additional 7,652 shares during the last quarter.

JPMorgan Equity Focus ETF Price Performance

JPMorgan Equity Focus ETF stock opened at $72.44 on Wednesday. The company’s 50 day simple moving average is $74.14 and its 200 day simple moving average is $74.54. JPMorgan Equity Focus ETF has a fifty-two week low of $56.49 and a fifty-two week high of $76.49. The firm has a market capitalization of $1.73 billion, a price-to-earnings ratio of 26.67 and a beta of 1.00.

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.