OneDigital Investment Advisors LLC Has $597,000 Stock Position in JPMorgan Equity Focus ETF (NASDAQ:JPEF)

OneDigital Investment Advisors LLC lifted its position in shares of JPMorgan Equity Focus ETF (NASDAQ:JPEF) by 48.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 8,890 shares of the company’s stock after acquiring an additional 2,901 shares during the quarter. OneDigital Investment Advisors LLC owned approximately 0.05% of JPMorgan Equity Focus ETF worth $597,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in JPEF. MML Investors Services LLC raised its holdings in JPMorgan Equity Focus ETF by 132.3% during the 4th quarter. MML Investors Services LLC now owns 341,509 shares of the company’s stock worth $22,919,000 after purchasing an additional 194,495 shares during the last quarter. Integrity Wealth Advisors Inc. bought a new stake in shares of JPMorgan Equity Focus ETF during the fourth quarter worth approximately $552,000. Mariner LLC acquired a new position in JPMorgan Equity Focus ETF in the fourth quarter valued at approximately $231,000. Envestnet Asset Management Inc. boosted its stake in JPMorgan Equity Focus ETF by 45.1% in the fourth quarter. Envestnet Asset Management Inc. now owns 211,396 shares of the company’s stock valued at $14,187,000 after acquiring an additional 65,715 shares during the last quarter. Finally, Thoroughbred Financial Services LLC grew its holdings in JPMorgan Equity Focus ETF by 34.0% during the 4th quarter. Thoroughbred Financial Services LLC now owns 29,728 shares of the company’s stock worth $1,995,000 after acquiring an additional 7,540 shares during the period.

JPMorgan Equity Focus ETF Stock Up 0.2 %

JPEF stock opened at $62.59 on Friday. The business’s fifty day moving average is $63.38 and its 200-day moving average is $66.50. The company has a market cap of $1.30 billion, a P/E ratio of 23.60 and a beta of 1.11. JPMorgan Equity Focus ETF has a twelve month low of $55.46 and a twelve month high of $70.16.

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.