JPMorgan Active Value ETF (NYSEARCA:JAVA) Holdings Raised by Avaii Wealth Management LLC

Avaii Wealth Management LLC raised its stake in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 19.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 118,581 shares of the company’s stock after purchasing an additional 18,915 shares during the period. JPMorgan Active Value ETF accounts for 4.3% of Avaii Wealth Management LLC’s holdings, making the stock its 3rd biggest position. Avaii Wealth Management LLC owned about 1.35% of JPMorgan Active Value ETF worth $6,595,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Avantax Advisory Services Inc. raised its holdings in shares of JPMorgan Active Value ETF by 2.9% in the 3rd quarter. Avantax Advisory Services Inc. now owns 13,676 shares of the company’s stock valued at $701,000 after purchasing an additional 379 shares in the last quarter. Sutton Place Investors LLC boosted its holdings in JPMorgan Active Value ETF by 8.1% during the fourth quarter. Sutton Place Investors LLC now owns 5,391 shares of the company’s stock worth $300,000 after buying an additional 403 shares in the last quarter. J.W. Cole Advisors Inc. increased its position in shares of JPMorgan Active Value ETF by 9.6% in the third quarter. J.W. Cole Advisors Inc. now owns 4,718 shares of the company’s stock valued at $242,000 after buying an additional 412 shares in the last quarter. Transcend Capital Advisors LLC lifted its holdings in shares of JPMorgan Active Value ETF by 7.8% in the fourth quarter. Transcend Capital Advisors LLC now owns 5,826 shares of the company’s stock valued at $324,000 after purchasing an additional 424 shares in the last quarter. Finally, Integrated Wealth Concepts LLC increased its position in JPMorgan Active Value ETF by 0.6% during the third quarter. Integrated Wealth Concepts LLC now owns 73,094 shares of the company’s stock worth $3,747,000 after buying an additional 468 shares in the last quarter.

JPMorgan Active Value ETF Price Performance

NYSEARCA:JAVA traded up $0.28 on Monday, reaching $58.59. The stock had a trading volume of 21,469 shares, compared to its average volume of 125,544. The firm’s fifty day moving average is $58.14 and its two-hundred day moving average is $55.23. The company has a market cap of $1.07 billion, a price-to-earnings ratio of 19.02 and a beta of 0.78. JPMorgan Active Value ETF has a 12-month low of $48.47 and a 12-month high of $60.06.

JPMorgan Active Value ETF Profile

The JPMorgan Active Value ETF (JAVA) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed fund of US large-cap value stocks selected based on proprietary fundamental analysis. JAVA was launched on Oct 4, 2021 and is managed by JPMorgan Chase.