Strategic Financial Concepts LLC Makes New Investment in JPMorgan Active Value ETF (NYSEARCA:JAVA)

Strategic Financial Concepts LLC bought a new position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 63,659 shares of the company’s stock, valued at approximately $4,030,000.

Several other institutional investors and hedge funds have also recently modified their holdings of JAVA. LGT Financial Advisors LLC grew its stake in JPMorgan Active Value ETF by 53.9% in the third quarter. LGT Financial Advisors LLC now owns 1,151 shares of the company’s stock worth $74,000 after purchasing an additional 403 shares in the last quarter. Geneos Wealth Management Inc. grew its position in shares of JPMorgan Active Value ETF by 6.3% during the 4th 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. Concurrent Investment Advisors LLC purchased a new position in shares of JPMorgan Active Value ETF during the third quarter valued at $213,000. SeaCrest Wealth Management LLC bought a new stake in shares of JPMorgan Active Value ETF in the third quarter valued at about $232,000. Finally, Gladstone Institutional Advisory LLC raised its holdings in shares of JPMorgan Active Value ETF by 5.6% in the third quarter. Gladstone Institutional Advisory LLC now owns 3,818 shares of the company’s stock valued at $245,000 after acquiring an additional 203 shares in the last quarter.

JPMorgan Active Value ETF Price Performance

Shares of JPMorgan Active Value ETF stock opened at $66.11 on Monday. The stock has a market cap of $1.26 billion, a price-to-earnings ratio of 19.49 and a beta of 0.76. The firm’s 50-day moving average is $65.32 and its two-hundred day moving average is $64.27. JPMorgan Active Value ETF has a 1 year low of $55.14 and a 1 year high of $68.77.

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.