Triangle Securities Wealth Management Has $17.81 Million Stock Holdings in JPMorgan Active Value ETF $JAVA

Triangle Securities Wealth Management grew its holdings in JPMorgan Active Value ETF (NYSEARCA:JAVA) by 3.1% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 248,192 shares of the company’s stock after purchasing an additional 7,534 shares during the period. JPMorgan Active Value ETF comprises approximately 4.0% of Triangle Securities Wealth Management’s investment portfolio, making the stock its biggest holding. Triangle Securities Wealth Management owned approximately 0.30% of JPMorgan Active Value ETF worth $17,808,000 at the end of the most recent quarter.

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

JPMorgan Active Value ETF Stock Performance

JAVA opened at $79.51 on Friday. JPMorgan Active Value ETF has a 52-week low of $64.40 and a 52-week high of $80.33. The firm has a market capitalization of $7.00 billion, a PE ratio of -87.37 and a beta of 0.78. The business’s 50-day simple moving average is $76.95 and its 200 day simple moving average is $74.83.

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.