Cyndeo Wealth Partners LLC Increases Stock Position in JPMorgan Active Value ETF $JAVA

Cyndeo Wealth Partners LLC increased its stake in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 35.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 63,926 shares of the company’s stock after purchasing an additional 16,653 shares during the period. Cyndeo Wealth Partners LLC owned approximately 0.09% of JPMorgan Active Value ETF worth $4,585,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Wilmington Savings Fund Society FSB bought a new position in JPMorgan Active Value ETF in the third quarter valued at about $33,000. Total Investment Management Inc. purchased a new position in JPMorgan Active Value ETF in the second quarter worth about $40,000. Bank of Montreal Can grew its stake in shares of JPMorgan Active Value ETF by 211.0% during the 2nd quarter. Bank of Montreal Can now owns 737 shares of the company’s stock valued at $48,000 after purchasing an additional 500 shares during the period. Root Financial Partners LLC purchased a new stake in shares of JPMorgan Active Value ETF during the 3rd quarter valued at about $56,000. Finally, Pinnacle Bancorp Inc. increased its position in shares of JPMorgan Active Value ETF by 11.6% during the 3rd quarter. Pinnacle Bancorp Inc. now owns 1,438 shares of the company’s stock valued at $99,000 after purchasing an additional 150 shares during the last quarter. Institutional investors own 43.07% of the company’s stock.

JPMorgan Active Value ETF Stock Down 0.9%

Shares of NYSEARCA:JAVA opened at $70.88 on Friday. The stock has a market capitalization of $5.38 billion, a PE ratio of -77.89 and a beta of 0.81. The firm’s 50 day moving average price is $74.73 and its 200-day moving average price is $71.70. JPMorgan Active Value ETF has a twelve month low of $55.51 and a twelve month high of $77.22.

About JPMorgan Active Value ETF

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.