LRI Investments LLC Boosts Stock Position in JPMorgan Active Value ETF $JAVA

LRI Investments LLC lifted its position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 16.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 21,350 shares of the company’s stock after purchasing an additional 3,000 shares during the period. LRI Investments LLC’s holdings in JPMorgan Active Value ETF were worth $1,398,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. NorthRock Partners LLC purchased a new stake in shares of JPMorgan Active Value ETF during the first quarter worth about $46,000. Ameritas Advisory Services LLC purchased a new stake in shares of JPMorgan Active Value ETF during the second quarter worth about $48,000. N.E.W. Advisory Services LLC purchased a new stake in shares of JPMorgan Active Value ETF during the first quarter worth about $51,000. Pinnacle Bancorp Inc. boosted its holdings in shares of JPMorgan Active Value ETF by 119.0% during the second quarter. Pinnacle Bancorp Inc. now owns 1,288 shares of the company’s stock worth $84,000 after purchasing an additional 700 shares during the period. Finally, Atticus Wealth Management LLC purchased a new stake in shares of JPMorgan Active Value ETF during the second quarter worth about $145,000. 43.07% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Active Value ETF Price Performance

JAVA stock opened at $67.15 on Friday. JPMorgan Active Value ETF has a 1 year low of $55.51 and a 1 year high of $69.83. The company has a market cap of $4.09 billion, a P/E ratio of -73.79 and a beta of 0.80. The firm has a 50-day moving average of $67.77 and a 200 day moving average of $64.90.

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.