JPMorgan Active Value ETF (NYSEARCA:JAVA) Shares Bought by Triangle Securities Wealth Management

Triangle Securities Wealth Management lifted its position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 3.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 234,725 shares of the company’s stock after purchasing an additional 7,254 shares during the quarter. JPMorgan Active Value ETF accounts for approximately 3.8% of Triangle Securities Wealth Management’s portfolio, making the stock its largest holding. Triangle Securities Wealth Management owned 1.23% of JPMorgan Active Value ETF worth $14,858,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in JAVA. Envestnet Asset Management Inc. increased its position in shares of JPMorgan Active Value ETF by 75.1% in the second quarter. Envestnet Asset Management Inc. now owns 88,170 shares of the company’s stock valued at $5,225,000 after buying an additional 37,829 shares in the last quarter. Benjamin F. Edwards & Company Inc. grew its stake in JPMorgan Active Value ETF by 5.2% in the 2nd quarter. Benjamin F. Edwards & Company Inc. now owns 24,170 shares of the company’s stock valued at $1,432,000 after acquiring an additional 1,198 shares during the period. Commonwealth Financial Services LLC increased its holdings in JPMorgan Active Value ETF by 30.7% in the 2nd quarter. Commonwealth Financial Services LLC now owns 92,042 shares of the company’s stock worth $5,444,000 after acquiring an additional 21,634 shares in the last quarter. Ascent Group LLC raised its position in JPMorgan Active Value ETF by 15.7% during the second quarter. Ascent Group LLC now owns 13,904 shares of the company’s stock worth $824,000 after acquiring an additional 1,884 shares during the period. Finally, Gateway Wealth Partners LLC lifted its holdings in JPMorgan Active Value ETF by 12.5% during the second quarter. Gateway Wealth Partners LLC now owns 7,626 shares of the company’s stock valued at $452,000 after purchasing an additional 850 shares in the last quarter.

JPMorgan Active Value ETF Trading Up 0.6 %

NYSEARCA:JAVA opened at $65.59 on Friday. The stock has a 50 day moving average of $65.67 and a two-hundred day moving average of $63.62. JPMorgan Active Value ETF has a 12 month low of $54.11 and a 12 month high of $68.77. The firm has a market cap of $1.25 billion, a P/E ratio of 19.49 and a beta of 0.76.

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.