JPMorgan Active Value ETF $JAVA Shares Purchased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC boosted its holdings in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 6.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 177,120 shares of the company’s stock after acquiring an additional 11,112 shares during the quarter. Concurrent Investment Advisors LLC owned about 0.21% of JPMorgan Active Value ETF worth $14,065,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. International Assets Investment Management LLC acquired a new position in shares of JPMorgan Active Value ETF in the fourth quarter valued at approximately $32,000. Quadrant Capital Group LLC purchased a new position in shares of JPMorgan Active Value ETF in the 4th quarter valued at $32,000. Wilmington Savings Fund Society FSB acquired a new stake in shares of JPMorgan Active Value ETF in the 3rd quarter valued at about $33,000. Greenline Wealth Management LLC purchased a new stake in JPMorgan Active Value ETF in the 4th quarter valued at $45,000. Finally, Cary Street Partners Financial LLC boosted its stake in shares of JPMorgan Active Value ETF by 13.3% during the second quarter. Cary Street Partners Financial LLC now owns 1,812 shares of the company’s stock worth $119,000 after buying an additional 212 shares during the period. 43.07% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Active Value ETF Price Performance

Shares of NYSEARCA JAVA opened at $82.84 on Friday. The company has a market cap of $7.09 billion, a PE ratio of -91.03 and a beta of 0.77. JPMorgan Active Value ETF has a 1-year low of $67.14 and a 1-year high of $84.06. The stock has a fifty day moving average price of $81.70 and a 200 day moving average price of $77.60.

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.