Litman Gregory Wealth Management LLC Raises Position in JPMorgan Active Value ETF (NYSEARCA:JAVA)

Litman Gregory Wealth Management LLC boosted its position in JPMorgan Active Value ETF (NYSEARCA:JAVA) by 16.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,645 shares of the company’s stock after acquiring an additional 1,956 shares during the period. Litman Gregory Wealth Management LLC’s holdings in JPMorgan Active Value ETF were worth $874,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. CMH Wealth Management LLC grew its holdings in JPMorgan Active Value ETF by 0.4% in the 2nd quarter. CMH Wealth Management LLC now owns 48,849 shares of the company’s stock worth $2,895,000 after acquiring an additional 194 shares during the last quarter. Westside Investment Management Inc. boosted its stake in shares of JPMorgan Active Value ETF by 7.3% during the 2nd quarter. Westside Investment Management Inc. now owns 4,005 shares of the company’s stock valued at $237,000 after purchasing an additional 274 shares in the last quarter. Ignite Planners LLC boosted its stake in shares of JPMorgan Active Value ETF by 7.3% during the 3rd quarter. Ignite Planners LLC now owns 4,311 shares of the company’s stock valued at $276,000 after purchasing an additional 294 shares in the last quarter. Lake Street Private Wealth LLC boosted its stake in shares of JPMorgan Active Value ETF by 2.6% during the 1st quarter. Lake Street Private Wealth LLC now owns 12,783 shares of the company’s stock valued at $766,000 after purchasing an additional 329 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC boosted its stake in shares of JPMorgan Active Value ETF by 1.4% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 24,526 shares of the company’s stock valued at $1,453,000 after purchasing an additional 340 shares in the last quarter.

JPMorgan Active Value ETF Stock Down 0.2 %

Shares of JAVA traded down $0.15 during trading hours on Wednesday, reaching $64.84. 17,059 shares of the company traded hands, compared to its average volume of 131,135. The company’s fifty day moving average price is $63.21 and its two-hundred day moving average price is $60.76. The company has a market capitalization of $1.24 billion, a price-to-earnings ratio of 19.49 and a beta of 0.76. JPMorgan Active Value ETF has a 12 month low of $48.47 and a 12 month high of $65.60.

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.