Oak Barrel Wealth Advisory LLC Purchases Shares of 10,083 JPMorgan Active Value ETF $JAVA

Oak Barrel Wealth Advisory LLC purchased a new position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 10,083 shares of the company’s stock, valued at approximately $801,000. JPMorgan Active Value ETF accounts for approximately 0.4% of Oak Barrel Wealth Advisory LLC’s investment portfolio, making the stock its 23rd biggest holding.

Several other hedge funds have also made changes to their positions in JAVA. International Assets Investment Management LLC acquired a new stake in JPMorgan Active Value ETF in the 4th quarter worth about $32,000. Quadrant Capital Group LLC acquired a new position in shares of JPMorgan Active Value ETF during the 4th quarter valued at about $32,000. Wilmington Savings Fund Society FSB acquired a new position in shares of JPMorgan Active Value ETF during the 3rd quarter valued at about $33,000. Fairway Wealth LLC purchased a new position in shares of JPMorgan Active Value ETF during the 4th quarter worth about $37,000. Finally, Greenline Wealth Management LLC purchased a new position in shares of JPMorgan Active Value ETF during the 4th quarter worth about $45,000. Institutional investors and hedge funds own 43.07% of the company’s stock.

JPMorgan Active Value ETF Stock Performance

JPMorgan Active Value ETF stock opened at $83.02 on Tuesday. JPMorgan Active Value ETF has a 1 year low of $66.44 and a 1 year high of $84.06. The firm has a 50 day moving average price of $80.55 and a 200 day moving average price of $76.92. The company has a market cap of $7.11 billion, a price-to-earnings ratio of -91.23 and a beta of 0.77.

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.