WCG Wealth Advisors LLC Has $31.35 Million Stake in JPMorgan Active Value ETF $JAVA

WCG Wealth Advisors LLC boosted its stake in JPMorgan Active Value ETF (NYSEARCA:JAVA) by 5.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 454,623 shares of the company’s stock after acquiring an additional 25,387 shares during the period. JPMorgan Active Value ETF accounts for 2.0% of WCG Wealth Advisors LLC’s portfolio, making the stock its 7th largest position. WCG Wealth Advisors LLC’s holdings in JPMorgan Active Value ETF were worth $31,351,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in the stock. Wilmington Savings Fund Society FSB acquired a new position in JPMorgan Active Value ETF during the 3rd quarter worth $33,000. Total Investment Management Inc. acquired a new stake in shares of JPMorgan Active Value ETF in the 2nd quarter valued at about $40,000. Bank of Montreal Can raised its stake in shares of JPMorgan Active Value ETF by 211.0% in the 2nd quarter. Bank of Montreal Can now owns 737 shares of the company’s stock valued at $48,000 after purchasing an additional 500 shares in the last quarter. Root Financial Partners LLC bought a new position in shares of JPMorgan Active Value ETF during the third quarter worth about $56,000. Finally, Pinnacle Bancorp Inc. lifted its position in shares of JPMorgan Active Value ETF by 11.6% during the third quarter. Pinnacle Bancorp Inc. now owns 1,438 shares of the company’s stock worth $99,000 after purchasing an additional 150 shares during the last quarter. 43.07% of the stock is currently owned by institutional investors.

JPMorgan Active Value ETF Stock Performance

NYSEARCA:JAVA opened at $71.54 on Friday. The company has a market capitalization of $5.43 billion, a price-to-earnings ratio of -78.62 and a beta of 0.81. JPMorgan Active Value ETF has a one year low of $55.51 and a one year high of $77.22. The stock has a 50-day simple moving average of $74.95 and a 200 day simple moving average of $71.55.

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.