WR Wealth Planners LLC Purchases New Stake in JPMorgan Active Value ETF (NYSEARCA:JAVA)

WR Wealth Planners LLC purchased a new stake in JPMorgan Active Value ETF (NYSEARCA:JAVA) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,822 shares of the company’s stock, valued at approximately $115,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Farmers & Merchants Investments Inc. acquired a new stake in JPMorgan Active Value ETF in the fourth quarter valued at $25,000. Centricity Wealth Management LLC acquired a new stake in shares of JPMorgan Active Value ETF during the fourth quarter worth $39,000. LGT Financial Advisors LLC raised its holdings in shares of JPMorgan Active Value ETF by 53.9% during 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. Geneos Wealth Management Inc. raised its holdings in shares of JPMorgan Active Value ETF by 6.3% during the fourth quarter. Geneos Wealth Management Inc. now owns 2,595 shares of the company’s stock worth $164,000 after purchasing an additional 153 shares during the period. Finally, Private Trust Co. NA raised its holdings in shares of JPMorgan Active Value ETF by 11.8% during the fourth quarter. Private Trust Co. NA now owns 3,315 shares of the company’s stock worth $210,000 after purchasing an additional 350 shares during the period.

JPMorgan Active Value ETF Stock Performance

Shares of NYSEARCA:JAVA opened at $66.03 on Friday. The stock has a market capitalization of $2.91 billion, a price-to-earnings ratio of 20.60 and a beta of 0.84. JPMorgan Active Value ETF has a 1-year low of $56.72 and a 1-year high of $68.77. The company’s fifty day moving average is $65.29 and its two-hundred day moving average is $64.84.

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.