JPMorgan Active Value ETF $JAVA Shares Acquired by Triad Wealth Partners LLC

Triad Wealth Partners LLC raised its stake in JPMorgan Active Value ETF (NYSEARCA:JAVA) by 20.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 40,351 shares of the company’s stock after buying an additional 6,884 shares during the quarter. Triad Wealth Partners LLC’s holdings in JPMorgan Active Value ETF were worth $2,783,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. lifted its holdings in shares of JPMorgan Active Value ETF by 3.2% in the 2nd quarter. JPMorgan Chase & Co. now owns 13,865,481 shares of the company’s stock worth $908,189,000 after acquiring an additional 434,807 shares during the last quarter. Dynasty Wealth Management LLC grew its holdings in shares of JPMorgan Active Value ETF by 26.1% in the third quarter. Dynasty Wealth Management LLC now owns 3,761,884 shares of the company’s stock valued at $259,420,000 after purchasing an additional 778,258 shares in the last quarter. Sagespring Wealth Partners LLC increased its stake in JPMorgan Active Value ETF by 9.5% during the 2nd quarter. Sagespring Wealth Partners LLC now owns 3,069,729 shares of the company’s stock worth $201,067,000 after buying an additional 265,790 shares during the period. Ameriprise Financial Inc. increased its stake in JPMorgan Active Value ETF by 13.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 2,449,480 shares of the company’s stock worth $160,457,000 after buying an additional 286,808 shares during the period. Finally, Envestnet Asset Management Inc. lifted its holdings in JPMorgan Active Value ETF by 1.1% during the 2nd quarter. Envestnet Asset Management Inc. now owns 1,203,193 shares of the company’s stock worth $78,809,000 after buying an additional 13,593 shares in the last quarter. 43.07% of the stock is currently owned by hedge funds and other institutional investors.

JPMorgan Active Value ETF Stock Up 1.8%

Shares of JAVA stock opened at $74.81 on Thursday. The firm has a 50 day moving average of $71.96 and a two-hundred day moving average of $69.28. The stock has a market capitalization of $5.51 billion, a PE ratio of -82.21 and a beta of 0.81. JPMorgan Active Value ETF has a 52 week low of $55.51 and a 52 week high of $75.04.

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.