Concurrent Investment Advisors LLC Purchases 76,470 Shares of JPMorgan Active Value ETF $JAVA

Concurrent Investment Advisors LLC boosted its position in JPMorgan Active Value ETF (NYSEARCA:JAVA) by 111.9% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 144,833 shares of the company’s stock after purchasing an additional 76,470 shares during the period. Concurrent Investment Advisors LLC’s holdings in JPMorgan Active Value ETF were worth $10,387,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Private Trust Co. NA lifted its stake in shares of JPMorgan Active Value ETF by 1.2% during the 4th quarter. Private Trust Co. NA now owns 12,634 shares of the company’s stock valued at $906,000 after buying an additional 149 shares in the last quarter. Pinnacle Bancorp Inc. lifted its stake in JPMorgan Active Value ETF by 11.6% in the 3rd quarter. Pinnacle Bancorp Inc. now owns 1,438 shares of the company’s stock worth $99,000 after purchasing an additional 150 shares in the last quarter. Cary Street Partners Investment Advisory LLC lifted its stake in JPMorgan Active Value ETF by 2.0% in the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 8,062 shares of the company’s stock worth $556,000 after purchasing an additional 159 shares in the last quarter. Twin Peaks Wealth Advisors LLC increased its holdings in shares of JPMorgan Active Value ETF by 1.6% in the 3rd quarter. Twin Peaks Wealth Advisors LLC now owns 10,682 shares of the company’s stock worth $737,000 after buying an additional 171 shares during the last quarter. Finally, Whittier Trust Co. of Nevada Inc. increased its holdings in shares of JPMorgan Active Value ETF by 8.5% in the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 2,219 shares of the company’s stock worth $165,000 after buying an additional 174 shares during the last quarter. 43.07% of the stock is owned by institutional investors.

JPMorgan Active Value ETF Price Performance

Shares of NYSEARCA:JAVA opened at $75.25 on Friday. JPMorgan Active Value ETF has a one year low of $60.40 and a one year high of $77.22. The company’s fifty day moving average price is $73.74 and its 200-day moving average price is $72.52. The firm has a market capitalization of $6.30 billion, a price-to-earnings ratio of -82.69 and a beta of 0.81.

About JPMorgan Active Value ETF

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.