JPMorgan Equity Focus ETFJPEF
JPEF
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1,167% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 3
208% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 12
48% more funds holding
Funds holding: 62 [Q3] → 92 (+30) [Q4]
36% more capital invested
Capital invested by funds: $355M [Q3] → $484M (+$129M) [Q4]
2.41% more ownership
Funds ownership: 42.41% [Q3] → 44.82% (+2.41%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for JPEF.
Financial journalist opinion
Positive
Seeking Alpha
4 months ago
JPEF Is An Active ETF To Shortlist, But Mind Performance Nuances And Expenses
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.
Positive
ETF Trends
6 months ago
The Great Mutual-Fund-to-ETF Migration
The growth of active ETFs has propelled a wave of mutual fund-to-ETF conversions. Nearly 80% of all new product launches in both the third quarter and for the full year have been actively managed.
Positive
ETF Trends
6 months ago
Advisors Very Comfortable With Active Equity ETFs
Actively managed ETFs represented less than 10% of U.S. assets but gathered approximately 30% of the industry's flows this year, as of August. This is more than triple the market share achieved during 2021, when ETFs gathered more than $900 billion, the current record.
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