WCG Wealth Advisors LLC Purchases 25,387 Shares of JPMorgan Active Value ETF $JAVA

WCG Wealth Advisors LLC grew its position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 5.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 454,623 shares of the company’s stock after acquiring an additional 25,387 shares during the quarter. JPMorgan Active Value ETF comprises 2.0% of WCG Wealth Advisors LLC’s portfolio, making the stock its 7th biggest position. WCG Wealth Advisors LLC owned about 0.73% of JPMorgan Active Value ETF worth $31,351,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of JAVA. Wilmington Savings Fund Society FSB acquired a new position in shares of JPMorgan Active Value ETF in the 3rd quarter valued at about $33,000. Total Investment Management Inc. acquired a new stake in JPMorgan Active Value ETF during the 2nd quarter worth approximately $40,000. Bank of Montreal Can raised its holdings in JPMorgan Active Value ETF by 211.0% in the second quarter. Bank of Montreal Can now owns 737 shares of the company’s stock valued at $48,000 after buying an additional 500 shares during the period. Root Financial Partners LLC purchased a new position in JPMorgan Active Value ETF in the third quarter valued at approximately $56,000. Finally, Pinnacle Bancorp Inc. lifted its position in JPMorgan Active Value ETF by 11.6% during the third quarter. Pinnacle Bancorp Inc. now owns 1,438 shares of the company’s stock valued at $99,000 after buying an additional 150 shares in the last quarter. 43.07% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Active Value ETF Stock Down 0.0%

JAVA opened at $71.54 on Friday. JPMorgan Active Value ETF has a 52-week low of $55.51 and a 52-week high of $77.22. The company has a 50 day moving average of $74.95 and a two-hundred day moving average of $71.55. The company has a market cap of $5.43 billion, a P/E ratio of -78.62 and a beta of 0.81.

JPMorgan Active Value ETF Company 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.