Integrated Wealth Concepts LLC Has $18.82 Million Holdings in JPMorgan Active Value ETF $JAVA

Integrated Wealth Concepts LLC cut its position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 10.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 237,042 shares of the company’s stock after selling 26,302 shares during the period. Integrated Wealth Concepts LLC owned about 0.28% of JPMorgan Active Value ETF worth $18,824,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. JPMorgan Chase & Co. boosted its stake in JPMorgan Active Value ETF by 27.8% during the fourth quarter. JPMorgan Chase & Co. now owns 20,401,214 shares of the company’s stock worth $1,463,175,000 after buying an additional 4,437,690 shares in the last quarter. OpenArc Corporate Advisory LLC acquired a new position in shares of JPMorgan Active Value ETF in the 4th quarter valued at $116,506,000. Janney Montgomery Scott LLC acquired a new position in shares of JPMorgan Active Value ETF in the 2nd quarter valued at $115,836,000. Dynasty Wealth Management LLC raised its stake in shares of JPMorgan Active Value ETF by 27.0% in the 4th quarter. Dynasty Wealth Management LLC now owns 4,776,468 shares of the company’s stock valued at $342,568,000 after buying an additional 1,014,584 shares in the last quarter. Finally, Bank of America Corp DE lifted its holdings in shares of JPMorgan Active Value ETF by 117.0% during the 1st quarter. Bank of America Corp DE now owns 1,771,693 shares of the company’s stock worth $127,119,000 after acquiring an additional 955,074 shares during the period. 43.07% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Active Value ETF Stock Performance

Shares of JPMorgan Active Value ETF stock opened at $81.85 on Thursday. The firm’s 50-day simple moving average is $81.87 and its 200-day simple moving average is $77.74. JPMorgan Active Value ETF has a twelve month low of $67.14 and a twelve month high of $84.06. The firm has a market cap of $7.01 billion, a P/E ratio of -89.95 and a beta of 0.77.

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.