Dynasty Wealth Management LLC Increases Stake in JPMorgan Active Value ETF $JAVA

Dynasty Wealth Management LLC increased its holdings in JPMorgan Active Value ETF (NYSEARCA:JAVA) by 27.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 4,776,468 shares of the company’s stock after acquiring an additional 1,014,584 shares during the period. JPMorgan Active Value ETF makes up approximately 3.4% of Dynasty Wealth Management LLC’s investment portfolio, making the stock its 12th biggest position. Dynasty Wealth Management LLC owned about 0.06% of JPMorgan Active Value ETF worth $342,568,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. BCGM Wealth Management LLC boosted its stake in shares of JPMorgan Active Value ETF by 5.2% in the 3rd quarter. BCGM Wealth Management LLC now owns 157,291 shares of the company’s stock valued at $10,847,000 after purchasing an additional 7,742 shares in the last quarter. Arlington Financial Advisors LLC boosted its stake in shares of JPMorgan Active Value ETF by 3.0% in the 4th quarter. Arlington Financial Advisors LLC now owns 362,453 shares of the company’s stock valued at $25,995,000 after purchasing an additional 10,481 shares in the last quarter. FSM Wealth Advisors LLC boosted its stake in shares of JPMorgan Active Value ETF by 4.4% in the 4th quarter. FSM Wealth Advisors LLC now owns 471,363 shares of the company’s stock valued at $33,806,000 after purchasing an additional 19,662 shares in the last quarter. Steph & Co. boosted its stake in shares of JPMorgan Active Value ETF by 9.4% in the 4th quarter. Steph & Co. now owns 822,317 shares of the company’s stock valued at $58,977,000 after purchasing an additional 70,458 shares in the last quarter. Finally, Confluence Wealth Services Inc. purchased a new stake in shares of JPMorgan Active Value ETF in the 4th quarter valued at $14,344,000. Hedge funds and other institutional investors own 43.07% of the company’s stock.

JPMorgan Active Value ETF Stock Performance

Shares of JPMorgan Active Value ETF stock opened at $77.78 on Wednesday. JPMorgan Active Value ETF has a 52-week low of $62.84 and a 52-week high of $77.89. The stock has a market capitalization of $6.84 billion, a price-to-earnings ratio of -85.47 and a beta of 0.79. The company has a fifty day moving average of $74.73 and a 200-day moving average of $73.77.

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.