Dynasty Wealth Management LLC Raises Position in JPMorgan Active Value ETF $JAVA

Dynasty Wealth Management LLC lifted its stake in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 27.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,776,468 shares of the company’s stock after purchasing an additional 1,014,584 shares during the period. JPMorgan Active Value ETF accounts for 3.4% of Dynasty Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding. Dynasty Wealth Management LLC owned approximately 6.29% of JPMorgan Active Value ETF worth $342,568,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of JAVA. International Assets Investment Management LLC purchased a new stake in shares of JPMorgan Active Value ETF during the 4th quarter worth approximately $32,000. Wilmington Savings Fund Society FSB bought a new stake in shares of JPMorgan Active Value ETF in the third quarter valued at approximately $33,000. Fairway Wealth LLC bought a new stake in JPMorgan Active Value ETF during the 4th quarter worth approximately $37,000. Richards Merrill & Peterson Inc. bought a new stake in JPMorgan Active Value ETF during the 4th quarter worth approximately $73,000. Finally, Cary Street Partners Financial LLC increased its holdings 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 worth $119,000 after acquiring an additional 212 shares during the period. Hedge funds and other institutional investors own 43.07% of the company’s stock.

JPMorgan Active Value ETF Price Performance

JAVA stock opened at $77.78 on Wednesday. JPMorgan Active Value ETF has a one year low of $62.84 and a one year high of $77.89. The stock has a market cap of $6.84 billion, a PE ratio of -85.47 and a beta of 0.79. The firm has a 50 day simple moving average of $74.73 and a two-hundred day simple moving average of $73.77.

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.