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JPMorgan Equity Focus ETF targets a concentrated mix of U.S. and select foreign equities through active management and disciplined strategy.
JPMorgan Equity Focus ETF targets U.S. equities and REITs, with selective international exposure for added diversification.
Fifth Third Securities Inc. lowered its stake in shares of JPMorgan Equity Focus ETF (NASDAQ: JPEF) by 19.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 43,639 shares of the company's stock after selling 10,827 shares during the
Balance Wealth LLC increased its position in shares of JPMorgan Equity Focus ETF (NASDAQ: JPEF) by 5.7% during the undefined 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
Cary Street Partners Financial LLC grew its stake in shares of JPMorgan Equity Focus ETF (NASDAQ: JPEF) by 34.1% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 66,422 shares of the company's stock after buying an additional 16,886 shares during
Envestnet Asset Management Inc. reduced its position in shares of JPMorgan Equity Focus ETF (NASDAQ: JPEF) by 60.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 115,023 shares of the company's stock after selling 176,565 shares during the quarter. Envestnet Asset
Beaumont Financial Advisors LLC cut its stake in shares of JPMorgan Equity Focus ETF (NASDAQ: JPEF) by 25.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 519,939 shares of the company's stock after selling 179,415 shares during
JPMorgan Equity Focus ETF offers an active, concentrated take on U.S. equities. Currently, an ETF, it existed as a mutual fund before July 28, 2023. While managers have the full discretion to pick either the growth or value side, the fund is currently long growth plus quality. JPEF's returns since the conversion are unquestionably solid as it has bested iShares Core S&P 500 ETF, yet there are not particularly attractive nuances when it comes to longer-term performance.
SEC filings for JPEF aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.