Perigon Wealth Management LLC Boosts Stake in JPMorgan Active Value ETF (NYSEARCA:JAVA)

Perigon Wealth Management LLC lifted its holdings in JPMorgan Active Value ETF (NYSEARCA:JAVA) by 31.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 51,182 shares of the company’s stock after purchasing an additional 12,115 shares during the period. Perigon Wealth Management LLC owned about 0.27% of JPMorgan Active Value ETF worth $3,337,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. LPL Financial LLC increased its position in shares of JPMorgan Active Value ETF by 2.8% in the third quarter. LPL Financial LLC now owns 2,594,688 shares of the company’s stock valued at $166,242,000 after buying an additional 71,887 shares in the last quarter. Janney Montgomery Scott LLC lifted its position in shares of JPMorgan Active Value ETF by 20.9% during the 4th quarter. Janney Montgomery Scott LLC now owns 1,426,359 shares of the company’s stock valued at $90,289,000 after buying an additional 246,794 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in JPMorgan Active Value ETF by 63.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,380,466 shares of the company’s stock worth $88,447,000 after acquiring an additional 534,561 shares in the last quarter. Avior Wealth Management LLC raised its position in JPMorgan Active Value ETF by 8.2% during the third quarter. Avior Wealth Management LLC now owns 966,128 shares of the company’s stock worth $61,887,000 after acquiring an additional 73,455 shares during the period. Finally, Cetera Investment Advisers lifted its holdings in JPMorgan Active Value ETF by 2,965.2% during the second quarter. Cetera Investment Advisers now owns 811,564 shares of the company’s stock valued at $48,093,000 after purchasing an additional 785,087 shares in the last quarter.

JPMorgan Active Value ETF Stock Down 0.7 %

Shares of NYSEARCA JAVA opened at $66.15 on Wednesday. JPMorgan Active Value ETF has a 52-week low of $55.14 and a 52-week high of $68.77. The company’s 50-day simple moving average is $65.61 and its 200-day simple moving average is $63.98. The firm has a market cap of $1.26 billion, a price-to-earnings ratio of 19.49 and a beta of 0.76.

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.