WealthPLAN Partners LLC Grows Stake in JPMorgan Active Value ETF $JAVA

WealthPLAN Partners LLC grew its stake in shares of JPMorgan Active Value ETF (NYSEARCA:JAVAFree Report) by 372.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 27,388 shares of the company’s stock after purchasing an additional 21,587 shares during the quarter. WealthPLAN Partners LLC’s holdings in JPMorgan Active Value ETF were worth $1,965,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Moneco Advisors LLC lifted its position in JPMorgan Active Value ETF by 1.6% during the 4th 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 raised its stake in shares of JPMorgan Active Value ETF by 1.2% during 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 during the period. Whittier Trust Co. of Nevada Inc. raised its stake in shares of JPMorgan Active Value ETF by 8.5% during 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 during the period. Quotient Wealth Partners LLC lifted its position in shares of JPMorgan Active Value ETF by 0.8% during the fourth 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 in the last quarter. Finally, Cary Street Partners Financial LLC lifted its position in shares of JPMorgan Active Value ETF by 13.3% during the second 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 in the last quarter. Hedge funds and other institutional investors own 43.07% of the company’s stock.

JPMorgan Active Value ETF Trading Down 0.1%

JAVA opened at $80.47 on Wednesday. JPMorgan Active Value ETF has a twelve month low of $64.40 and a twelve month high of $81.00. The firm has a market cap of $6.78 billion, a price-to-earnings ratio of -88.43 and a beta of 0.78. The company has a fifty day simple moving average of $77.70 and a 200 day simple moving average of $75.29.

JPMorgan Active Value ETF Company Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for JPMorgan Active Value ETF (NYSEARCA:JAVA)

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