NASDAQ:JPEF JPMorgan Equity Focus ETF (JPEF) Price, Holdings, & News → Democrats Push to Replace Dollar With Digital Coin, Control Currency. (From Monetary Gold) (Ad) Free JPEF Stock Alerts $60.33 -0.10 (-0.17%) (As of 12:09 PM ET) Add Compare Share Share Today's Range$60.32▼$60.4550-Day Range$56.63▼$60.4352-Week Range$45.27▼$60.55Volume11,618 shsAverage Volume59,240 shsMarket Capitalization$591.84 millionAssets Under Management$619.01 millionDividend Yield0.33%Net Expense Ratio0.50% Stock AnalysisStock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestSocial MediaStock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestSocial Media Get JPMorgan Equity Focus ETF alerts: Email Address About JPMorgan Equity Focus ETF (NASDAQ:JPEF)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.Read More JPEF Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart JPEF ETF News HeadlinesApril 12, 2024 | msn.comWhat's Going On With JPMorgan Shares Today?April 10, 2024 | markets.businessinsider.comJPMorgan Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings CallApril 4, 2024 | markets.businessinsider.comBreaking Down JPMorgan Chase: 12 Analysts Share Their ViewsSee More Headlines Receive JPEF Stock News and Ratings via Email Sign-up to receive the latest news and ratings for JPMorgan Equity Focus ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssuerJPMorgan Fund NameJPMorgan Equity Focus ETF Tax ClassificationRegulated Investment Company Stock ExchangeNASDAQCurrent SymbolNASDAQ:JPEF Inception Date7/28/2023 Fund ManagerJonathan Simon, Timothy Parton, Felise Agranoff, Daniel Percella Previous SymbolNASDAQ:JPEF WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategorySize and Style FocusLarge & Mid Caps Development LevelDeveloped Markets RegionNorth America Number of Holdings58 Fund Statistics Assets Under Management$603.80 million Average Daily Volume$0.00 Discount/Premium0.05% Administrator, Advisor and Custodian AdministratorJ.P. Morgan Investment Management Inc. AdvisorJ.P. Morgan Investment Management Inc. CustodianJPMorgan Chase Bank, N.A. DistributorJPMorgan Distribution Services, Inc. Transfer AgentJPMorgan Chase Bank, N.A. TrusteeN/A Lead Market MakerLatour Trading Miscellaneous Outstanding Shares9,810,000Beta1.11 Creation Fee$225.00 20 Stocks to Sell NowMarketBeat has just released its list of 20 stocks that Wall Street analysts hate. These companies may appear to have good fundamentals, but top analysts smell something seriously rotten. Are any of these companies lurking around your portfolio? Find out by clicking the link below.Get This Free Report Ad Paradigm PressBiden to Drop BOMBSHELL June 13th?Biden’s days are numbered! According to a former CIA and Pentagon insider… He’s about to drop out of the presidential race on June 13th!Click here now to see his shocking evidence. JPMorgan Equity Focus ETF ExpensesTypeJPEFLarge & Mid Caps ETFsEquity ETFsNASDAQ ETFsAll ETFsManagement Fee0.50%0.54%0.54%0.48%0.51%Other Expenses0.15%0.51%0.54%0.34%0.58%Total Expense0.65%0.68%0.70%0.58%0.70%Fee Waiver-0.15%-0.31%-0.55%-0.22%-0.57%Net Expense0.50%0.61%0.60%0.54%0.58% JPMorgan Equity Focus ETF (JPEF) Holdings & ExposureTop 10 JPEF HoldingsMicrosoft(NASDAQ:MSFT)Holding Weight: 7.71%Amazon.com(NASDAQ:AMZN)Holding Weight: 5.96%NVIDIA(NASDAQ:NVDA)Holding Weight: 5.32%Meta Platforms(NASDAQ:META)Holding Weight: 4.67%EOG Resources(NYSE:EOG)Holding Weight: 3.29%Loews(NYSE:L)Holding Weight: 2.99%Capital One Financial(NYSE:COF)Holding Weight: 2.94%Berkshire Hathaway(NYSE:BRK.B)Holding Weight: 2.91%Mastercard(NYSE:MA)Holding Weight: 2.78%Kinder Morgan(NYSE:KMI)Holding Weight: 2.76%JPEF Sector ExposureJPEF Industry ExposureFull Holdings Details Similar ETFsBushido Capital US Equity ETFNASDAQ:SMRIRunning Oak Efficient Growth ETFNASDAQ:RUNNAstoria US Quality Kings ETFNASDAQ:ROESGI Enhanced Global Income ETFNASDAQ:GINXVictoryShares Nasdaq Next 50 ETFNASDAQ:QQQNInstitutional OwnershipBeaumont Financial Advisors LLCSold 16,910 shares on 5/11/2024Ownership: 3.887%Osaic Holdings Inc.Bought 54,356 shares on 5/10/2024Ownership: 1.439%Cozad Asset Management Inc.Bought 8,110 shares on 5/8/2024Ownership: 0.662%Thoroughbred Financial Services LLCBought 4,317 shares on 5/8/2024Ownership: 0.088%American Planning Services Inc.Bought 2,702 shares on 5/7/2024Ownership: 2.013%View All Institutional Transactions JPEF ETF - Frequently Asked Questions How have JPEF shares performed in 2024? JPMorgan Equity Focus ETF's stock was trading at $52.72 at the start of the year. Since then, JPEF stock has increased by 14.4% and is now trading at $60.33. View the best growth stocks for 2024 here. How often does JPMorgan Equity Focus ETF pay dividends? What is the dividend yield for JPMorgan Equity Focus ETF? JPMorgan Equity Focus ETF announced a dividend on Friday, December 8th. Investors of record on Wednesday, December 20th will be paid a dividend of $0.2039 per share on Friday, December 22nd. The ex-dividend date of this dividend is Tuesday, December 19th. Read our dividend analysis for JPEF. What does JPEF invest in? JPMorgan Equity Focus ETF is a equity fund issued by JPMorgan. JPEF focuses on large & mid caps investments. The fund's investments total to approximately $619.01 million assets under management. What stocks does JPMorgan Equity Focus ETF hold? JPEF invests in 59 holdings. Some of the stocks in their portfolio include Microsoft (MSFT), Amazon.com (AMZN), NVIDIA (NVDA), Meta Platforms (META), EOG Resources (EOG), Loews (L), Capital One Financial (COF), Berkshire Hathaway (BRK.B), Mastercard (MA) and Kinder Morgan (KMI). What is the management fee for JPMorgan Equity Focus ETF? JPMorgan Equity Focus ETF's management fee is 0.50% and has other expenses of 0.15%. However, JPEF has a fee waiver of -0.15% to reimburse the expenses. The net expense ratio for JPEF is 0.50%. Who are JPMorgan Equity Focus ETF's major shareholders? JPMorgan Equity Focus ETF's stock is owned by a variety of institutional and retail investors. Top institutional investors include Raymond James Financial Services Advisors Inc. (4.95%), Beaumont Financial Advisors LLC (3.89%), American Planning Services Inc. (2.01%), Osaic Holdings Inc. (1.44%), Raymond James & Associates (0.84%) and Fifth Third Securities Inc. (0.84%). How do I buy shares of JPMorgan Equity Focus ETF? Shares of JPEF stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here. This page (NASDAQ:JPEF) was last updated on 5/16/2024 by MarketBeat.com Staff From Our PartnersThe #1 Biotech Stock to Watch in 2024 is Attacking Viruses in a Unique WaySmallcaps DailyHealthcare Takes A Big Step Forward With The Help Of AIThe Bull ReportDemocrats Push to Replace Dollar With Digital Coin, Control Currency.Monetary GoldThis Wall Street stock prediction just went viralChaikin AnalyticsTop 5 AI Stocks to Buy for 2024Market Moving TrendsShocking $16T Elon Musk Crypto LeakCrypto 101 MediaWith revenue forecasted to grow dramatically in 2024 and beyond, this company should be on your radarStocks NewsCharles Payne Demystifies OptionsUnstoppable Prosperity Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding JPMorgan Equity Focus ETF Please log in to your account or sign up in order to add this asset to your watchlist. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.