Western Wealth Management LLC Has $4.38 Million Stock Holdings in JPMorgan Active Value ETF $JAVA

Western Wealth Management LLC boosted its holdings in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 26.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 61,050 shares of the company’s stock after purchasing an additional 12,845 shares during the period. Western Wealth Management LLC’s holdings in JPMorgan Active Value ETF were worth $4,380,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in JAVA. Fortis Group Advisors LLC acquired a new position in shares of JPMorgan Active Value ETF in the 4th quarter worth approximately $3,194,000. Triad Wealth Partners LLC boosted its stake in JPMorgan Active Value ETF by 12.9% in the 1st quarter. Triad Wealth Partners LLC now owns 69,375 shares of the company’s stock valued at $4,978,000 after buying an additional 7,906 shares in the last quarter. Steph & Co. grew its position in JPMorgan Active Value ETF by 9.4% in the fourth quarter. Steph & Co. now owns 822,317 shares of the company’s stock valued at $58,977,000 after acquiring an additional 70,458 shares during the period. Unique Wealth LLC grew its position in JPMorgan Active Value ETF by 40.2% in the first quarter. Unique Wealth LLC now owns 399,057 shares of the company’s stock valued at $28,632,000 after acquiring an additional 114,440 shares during the period. Finally, Twin Peaks Wealth Advisors LLC raised its stake in JPMorgan Active Value ETF by 61.9% during the fourth quarter. Twin Peaks Wealth Advisors LLC now owns 17,290 shares of the company’s stock worth $1,329,000 after acquiring an additional 6,608 shares in the last quarter. 43.07% of the stock is owned by institutional investors and hedge funds.

JPMorgan Active Value ETF Stock Performance

Shares of NYSEARCA JAVA opened at $83.58 on Wednesday. JPMorgan Active Value ETF has a 52-week low of $65.46 and a 52-week high of $83.93. The business has a fifty day moving average of $80.08 and a two-hundred day moving average of $76.68. The stock has a market cap of $7.15 billion, a PE ratio of -91.85 and a beta of 0.77.

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.