JPMorgan Active Value ETF $JAVA is Avior Wealth Management LLC’s 6th Largest Position

Avior Wealth Management LLC decreased its stake in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 4.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,020,642 shares of the company’s stock after selling 46,785 shares during the period. JPMorgan Active Value ETF comprises 2.3% of Avior Wealth Management LLC’s portfolio, making the stock its 6th largest holding. Avior Wealth Management LLC owned about 1.40% of JPMorgan Active Value ETF worth $73,200,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Unique Wealth LLC raised its stake in JPMorgan Active Value ETF by 18.6% during the 4th quarter. Unique Wealth LLC now owns 284,617 shares of the company’s stock valued at $20,413,000 after buying an additional 44,619 shares during the last quarter. Triumph Capital Management purchased a new position in JPMorgan Active Value ETF in the third quarter worth about $131,000. IFP Advisors Inc grew its stake in shares of JPMorgan Active Value ETF by 19.6% during the 3rd quarter. IFP Advisors Inc now owns 22,327 shares of the company’s stock valued at $1,540,000 after purchasing an additional 3,663 shares during the period. Wilmington Savings Fund Society FSB bought a new stake in shares of JPMorgan Active Value ETF during the 3rd quarter valued at about $33,000. Finally, NewEdge Advisors LLC increased its position in shares of JPMorgan Active Value ETF by 3.9% during the 3rd quarter. NewEdge Advisors LLC now owns 75,417 shares of the company’s stock valued at $5,201,000 after purchasing an additional 2,824 shares during the last quarter. Hedge funds and other institutional investors own 43.07% of the company’s stock.

JPMorgan Active Value ETF Stock Down 0.1%

Shares of NYSEARCA:JAVA opened at $71.52 on Friday. The firm’s 50 day moving average price is $74.80 and its 200-day moving average price is $71.66. JPMorgan Active Value ETF has a twelve month low of $55.51 and a twelve month high of $77.22. The stock has a market capitalization of $5.43 billion, a PE ratio of -78.59 and a beta of 0.81.

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.