Heritage Wealth Management Inc. Buys New Shares in JPMorgan Active Value ETF (NYSEARCA:JAVA)

Heritage Wealth Management Inc. bought a new stake in JPMorgan Active Value ETF (NYSEARCA:JAVA) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 13,233 shares of the company’s stock, valued at approximately $838,000. Heritage Wealth Management Inc. owned about 0.07% of JPMorgan Active Value ETF at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in JAVA. Wealth Enhancement Advisory Services LLC increased its stake in JPMorgan Active Value ETF by 8.4% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 26,598 shares of the company’s stock valued at $1,704,000 after purchasing an additional 2,072 shares during the last quarter. Gladstone Institutional Advisory LLC increased its stake in JPMorgan Active Value ETF by 5.6% during 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 during the last quarter. Farther Finance Advisors LLC increased its stake in JPMorgan Active Value ETF by 45.6% during the third quarter. Farther Finance Advisors LLC now owns 9,752 shares of the company’s stock worth $625,000 after acquiring an additional 3,052 shares during the last quarter. Janney Montgomery Scott LLC increased its stake in JPMorgan Active Value ETF by 23.4% during the third quarter. Janney Montgomery Scott LLC now owns 1,179,565 shares of the company’s stock worth $75,575,000 after acquiring an additional 223,478 shares during the last quarter. Finally, Nvwm LLC increased its stake in JPMorgan Active Value ETF by 100.1% during the third quarter. Nvwm LLC now owns 8,003 shares of the company’s stock worth $513,000 after acquiring an additional 4,003 shares during the last quarter.

JPMorgan Active Value ETF Price Performance

Shares of NYSEARCA:JAVA opened at $66.03 on Friday. The firm has a market capitalization of $2.91 billion, a PE ratio of 20.60 and a beta of 0.84. The business has a 50-day moving average of $65.29 and a two-hundred day moving average of $64.84. JPMorgan Active Value ETF has a 12 month low of $56.72 and a 12 month high of $68.77.

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.