JPMorgan Active Value ETF $JAVA Shares Bought by FSM Wealth Advisors LLC

FSM Wealth Advisors LLC boosted its holdings in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 4.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 471,363 shares of the company’s stock after purchasing an additional 19,662 shares during the period. JPMorgan Active Value ETF comprises 4.6% of FSM Wealth Advisors LLC’s portfolio, making the stock its 3rd biggest holding. FSM Wealth Advisors LLC owned about 0.64% of JPMorgan Active Value ETF worth $33,806,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. JPMorgan Chase & Co. boosted its holdings in shares of JPMorgan Active Value ETF by 15.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 15,963,524 shares of the company’s stock worth $1,100,845,000 after acquiring an additional 2,098,043 shares in the last quarter. Sagespring Wealth Partners LLC lifted its position in JPMorgan Active Value ETF by 9.2% during the 4th quarter. Sagespring Wealth Partners LLC now owns 4,199,747 shares of the company’s stock valued at $301,206,000 after purchasing an additional 355,013 shares during the period. Dynasty Wealth Management LLC boosted its stake in shares of JPMorgan Active Value ETF by 26.1% in the 3rd quarter. Dynasty Wealth Management LLC now owns 3,761,884 shares of the company’s stock valued at $259,420,000 after purchasing an additional 778,258 shares during the last quarter. Ameriprise Financial Inc. grew its position in shares of JPMorgan Active Value ETF by 3.3% during the 3rd quarter. Ameriprise Financial Inc. now owns 2,531,360 shares of the company’s stock worth $174,520,000 after buying an additional 81,880 shares during the period. Finally, Envestnet Asset Management Inc. raised its stake in shares of JPMorgan Active Value ETF by 1.7% during the third quarter. Envestnet Asset Management Inc. now owns 1,223,471 shares of the company’s stock worth $84,371,000 after buying an additional 20,278 shares during the last quarter. 43.07% of the stock is owned by institutional investors.

JPMorgan Active Value ETF Price Performance

Shares of NYSEARCA JAVA opened at $73.88 on Monday. JPMorgan Active Value ETF has a fifty-two week low of $57.81 and a fifty-two week high of $77.22. The firm has a market capitalization of $6.13 billion, a P/E ratio of -81.19 and a beta of 0.81. The company’s 50 day simple moving average is $73.95 and its 200 day simple moving average is $72.11.

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.