RFG Advisory LLC Makes New Investment in JPMorgan Active Value ETF $JAVA

RFG Advisory LLC acquired a new stake in JPMorgan Active Value ETF (NYSEARCA:JAVA) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 23,524 shares of the company’s stock, valued at approximately $1,741,000.

Several other hedge funds also recently modified their holdings of the stock. Moneco Advisors LLC raised its holdings in JPMorgan Active Value ETF by 1.6% during the fourth quarter. Moneco Advisors LLC now owns 9,300 shares of the company’s stock worth $667,000 after acquiring an additional 143 shares in the last quarter. Private Trust Co. NA grew its stake in JPMorgan Active Value ETF by 1.2% in the fourth quarter. Private Trust Co. NA now owns 12,634 shares of the company’s stock valued at $906,000 after purchasing an additional 149 shares in the last quarter. Whittier Trust Co. of Nevada Inc. grew its stake in JPMorgan Active Value ETF by 8.5% in the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 2,219 shares of the company’s stock valued at $165,000 after purchasing an additional 174 shares in the last quarter. Quotient Wealth Partners LLC increased its position in shares of JPMorgan Active Value ETF by 0.8% during the 4th quarter. Quotient Wealth Partners LLC now owns 24,169 shares of the company’s stock worth $1,733,000 after purchasing an additional 198 shares during the last quarter. Finally, Cary Street Partners Financial LLC increased its position in shares of JPMorgan Active Value ETF by 13.3% during the 2nd quarter. Cary Street Partners Financial LLC now owns 1,812 shares of the company’s stock worth $119,000 after purchasing an additional 212 shares during the last quarter. Institutional investors own 43.07% of the company’s stock.

JPMorgan Active Value ETF Stock Down 0.6%

Shares of JPMorgan Active Value ETF stock opened at $79.00 on Friday. JPMorgan Active Value ETF has a 12-month low of $64.40 and a 12-month high of $80.33. The stock has a market cap of $6.95 billion, a P/E ratio of -86.81 and a beta of 0.78. The business’s 50 day moving average is $77.04 and its 200-day moving average is $74.86.

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.