Vestmark Advisory Solutions Inc. Has $35.44 Million Stock Position in JPMorgan Active Value ETF (NYSEARCA:JAVA)

Vestmark Advisory Solutions Inc. raised its position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 23.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 559,905 shares of the company’s stock after purchasing an additional 106,200 shares during the period. JPMorgan Active Value ETF makes up approximately 1.2% of Vestmark Advisory Solutions Inc.’s investment portfolio, making the stock its 12th biggest position. Vestmark Advisory Solutions Inc.’s holdings in JPMorgan Active Value ETF were worth $35,442,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the company. Geneos Wealth Management Inc. increased 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 buying an additional 153 shares in the last quarter. Private Trust Co. NA boosted its position in shares of JPMorgan Active Value ETF by 11.8% during the 4th quarter. Private Trust Co. NA now owns 3,315 shares of the company’s stock worth $210,000 after purchasing an additional 350 shares in the last quarter. J.W. Cole Advisors Inc. raised its holdings in shares of JPMorgan Active Value ETF by 8.1% in the 4th quarter. J.W. Cole Advisors Inc. now owns 5,083 shares of the company’s stock worth $322,000 after acquiring an additional 379 shares during the last quarter. Farmers & Merchants Investments Inc. acquired a new stake in shares of JPMorgan Active Value ETF in the 4th quarter worth about $25,000. Finally, LGT Financial Advisors LLC raised its holdings in shares of JPMorgan Active Value ETF by 53.9% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,151 shares of the company’s stock worth $74,000 after acquiring an additional 403 shares during the last quarter.

JPMorgan Active Value ETF Stock Performance

NYSEARCA:JAVA opened at $64.44 on Thursday. The firm has a 50-day moving average price of $65.31 and a two-hundred day moving average price of $64.92. JPMorgan Active Value ETF has a 52 week low of $56.72 and a 52 week high of $68.77. The firm has a market cap of $2.84 billion, a price-to-earnings ratio of 20.60 and a beta of 0.84.

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.