JPMorgan Active Value ETF (NYSEARCA:JAVA) is Avior Wealth Management LLC’s 6th Largest Position

Avior Wealth Management LLC cut its position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 0.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 960,089 shares of the company’s stock after selling 6,039 shares during the quarter. JPMorgan Active Value ETF comprises 2.2% of Avior Wealth Management LLC’s investment portfolio, making the stock its 6th biggest holding. Avior Wealth Management LLC owned approximately 0.05% of JPMorgan Active Value ETF worth $60,774,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. LGT Financial Advisors LLC grew its holdings in JPMorgan Active Value ETF by 53.9% in the third quarter. LGT Financial Advisors LLC now owns 1,151 shares of the company’s stock worth $74,000 after purchasing an additional 403 shares during the period. Concurrent Investment Advisors LLC purchased a new stake in shares of JPMorgan Active Value ETF in the 3rd quarter worth approximately $213,000. SeaCrest Wealth Management LLC bought a new position in JPMorgan Active Value ETF during the 3rd quarter valued at approximately $232,000. B. Riley Wealth Advisors Inc. purchased a new position in JPMorgan Active Value ETF during the second quarter valued at $238,000. Finally, Gladstone Institutional Advisory LLC boosted its holdings in JPMorgan Active Value ETF by 5.6% in the third quarter. Gladstone Institutional Advisory LLC now owns 3,818 shares of the company’s stock worth $245,000 after acquiring an additional 203 shares in the last quarter.

JPMorgan Active Value ETF Price Performance

Shares of NYSEARCA:JAVA opened at $66.10 on Thursday. The business has a fifty day moving average price of $65.61 and a 200-day moving average price of $63.77. The company has a market capitalization of $1.26 billion, a PE ratio of 19.49 and a beta of 0.76. JPMorgan Active Value ETF has a 1-year low of $55.14 and a 1-year high of $68.77.

JPMorgan Active Value ETF 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.