Curry Webb Wealth Management LLC Takes Position in JPMorgan Active Value ETF $JAVA

Curry Webb Wealth Management LLC bought a new stake in JPMorgan Active Value ETF (NYSEARCA:JAVA) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 21,202 shares of the company’s stock, valued at approximately $1,521,000. JPMorgan Active Value ETF accounts for about 0.7% of Curry Webb Wealth Management LLC’s portfolio, making the stock its 29th biggest position.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. International Assets Investment Management LLC bought a new position in JPMorgan Active Value ETF during the fourth quarter worth about $32,000. Quadrant Capital Group LLC bought a new stake in shares of JPMorgan Active Value ETF in the 4th quarter valued at approximately $32,000. Wilmington Savings Fund Society FSB bought a new stake in shares of JPMorgan Active Value ETF in the 3rd quarter valued at approximately $33,000. Fairway Wealth LLC bought a new stake in shares of JPMorgan Active Value ETF in the 4th quarter valued at approximately $37,000. Finally, Greenline Wealth Management LLC acquired a new position in shares of JPMorgan Active Value ETF in the 4th quarter worth approximately $45,000. Institutional investors own 43.07% of the company’s stock.

JPMorgan Active Value ETF Price Performance

JPMorgan Active Value ETF stock opened at $81.56 on Monday. The company has a market capitalization of $6.98 billion, a PE ratio of -89.63 and a beta of 0.78. JPMorgan Active Value ETF has a one year low of $64.40 and a one year high of $81.81. The business has a 50 day simple moving average of $79.25 and a 200 day simple moving average of $76.24.

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.