Private Wealth Partners LLC Cuts Stock Position in JPMorgan Active Value ETF $JAVA

Private Wealth Partners LLC trimmed its position in JPMorgan Active Value ETF (NYSEARCA:JAVA) by 56.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,700 shares of the company’s stock after selling 7,450 shares during the period. Private Wealth Partners LLC’s holdings in JPMorgan Active Value ETF were worth $393,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. NewEdge Advisors LLC lifted its stake in shares of JPMorgan Active Value ETF by 1.7% in the 1st quarter. NewEdge Advisors LLC now owns 14,684 shares of the company’s stock worth $933,000 after acquiring an additional 245 shares during the period. Triad Wealth Partners LLC increased its stake in shares of JPMorgan Active Value ETF by 71.3% during the second quarter. Triad Wealth Partners LLC now owns 33,467 shares of the company’s stock worth $2,192,000 after acquiring an additional 13,931 shares during the period. Ameritas Advisory Services LLC purchased a new position in JPMorgan Active Value ETF during the second quarter worth about $48,000. Ascent Group LLC lifted its position in JPMorgan Active Value ETF by 4.7% in the second quarter. Ascent Group LLC now owns 21,450 shares of the company’s stock valued at $1,405,000 after purchasing an additional 958 shares during the period. Finally, Firethorn Wealth Partners LLC lifted its position in JPMorgan Active Value ETF by 9.5% in the second quarter. Firethorn Wealth Partners LLC now owns 7,871 shares of the company’s stock valued at $516,000 after purchasing an additional 684 shares during the period. 43.07% of the stock is owned by institutional investors and hedge funds.

JPMorgan Active Value ETF Trading Down 0.5%

NYSEARCA JAVA opened at $74.97 on Friday. The stock has a market capitalization of $5.61 billion, a price-to-earnings ratio of -82.38 and a beta of 0.81. The business’s 50 day moving average is $72.81 and its two-hundred day moving average is $69.68. JPMorgan Active Value ETF has a 12-month low of $55.51 and a 12-month high of $75.63.

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.