WCG Wealth Advisors LLC Has $30.83 Million Position in JPMorgan Active Value ETF $JAVA

WCG Wealth Advisors LLC lowered its holdings in JPMorgan Active Value ETF (NYSEARCA:JAVA) by 5.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 429,845 shares of the company’s stock after selling 24,778 shares during the quarter. WCG Wealth Advisors LLC owned about 0.57% of JPMorgan Active Value ETF worth $30,828,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently bought and sold shares of the company. International Assets Investment Management LLC acquired a new position in shares of JPMorgan Active Value ETF during the fourth quarter valued at $32,000. Wilmington Savings Fund Society FSB acquired a new position in JPMorgan Active Value ETF during the 3rd quarter valued at about $33,000. Fairway Wealth LLC acquired a new position in JPMorgan Active Value ETF during the 4th quarter valued at about $37,000. Richards Merrill & Peterson Inc. acquired a new position in JPMorgan Active Value ETF during the 4th quarter valued at about $73,000. Finally, Cary Street Partners Financial LLC lifted its position in JPMorgan Active Value ETF by 13.3% during the 2nd quarter. Cary Street Partners Financial LLC now owns 1,812 shares of the company’s stock valued at $119,000 after purchasing an additional 212 shares during the period. Institutional investors and hedge funds own 43.07% of the company’s stock.

JPMorgan Active Value ETF Trading Down 0.2%

JPMorgan Active Value ETF stock opened at $77.62 on Thursday. JPMorgan Active Value ETF has a 1 year low of $63.15 and a 1 year high of $77.89. The company has a market cap of $6.83 billion, a PE ratio of -85.30 and a beta of 0.79. The company’s 50-day moving average is $74.99 and its two-hundred day moving average is $73.87.

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.