JPMorgan Active Value ETF (NYSEARCA:JAVA) is FSM Wealth Advisors LLC’s 2nd Largest Position

FSM Wealth Advisors LLC increased its position in JPMorgan Active Value ETF (NYSEARCA:JAVA) by 8.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 358,265 shares of the company’s stock after acquiring an additional 27,668 shares during the period. JPMorgan Active Value ETF makes up about 5.7% of FSM Wealth Advisors LLC’s portfolio, making the stock its 2nd biggest holding. FSM Wealth Advisors LLC’s holdings in JPMorgan Active Value ETF were worth $23,359,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Sutton Place Investors LLC raised its stake in JPMorgan Active Value ETF by 10.7% in the 4th quarter. Sutton Place Investors LLC now owns 13,028 shares of the company’s stock worth $825,000 after acquiring an additional 1,263 shares during the last quarter. DAVENPORT & Co LLC raised its stake in JPMorgan Active Value ETF by 79.7% in the 4th quarter. DAVENPORT & Co LLC now owns 37,081 shares of the company’s stock worth $2,347,000 after acquiring an additional 16,448 shares during the last quarter. Litman Gregory Wealth Management LLC grew its position in JPMorgan Active Value ETF by 16.2% during the 4th quarter. Litman Gregory Wealth Management LLC now owns 15,856 shares of the company’s stock worth $1,004,000 after purchasing an additional 2,211 shares during the period. Orrstown Financial Services Inc. acquired a new stake in JPMorgan Active Value ETF during the 4th quarter worth about $5,476,000. Finally, Gateway Wealth Partners LLC grew its position in JPMorgan Active Value ETF by 34.0% during the 4th quarter. Gateway Wealth Partners LLC now owns 7,466 shares of the company’s stock worth $473,000 after purchasing an additional 1,895 shares during the period.

JPMorgan Active Value ETF Stock Performance

Shares of JAVA opened at $66.12 on Monday. The business’s 50-day moving average is $65.55 and its two-hundred day moving average is $64.09. The company has a market capitalization of $1.26 billion, a P/E ratio of 19.49 and a beta of 0.76. JPMorgan Active Value ETF has a fifty-two week low of $55.14 and a fifty-two week high of $68.77.

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.