Oak Barrel Wealth Advisory LLC Buys New Stake in JPMorgan Active Value ETF $JAVA

Oak Barrel Wealth Advisory LLC purchased a new position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) in the second quarter, HoldingsChannel reports. The institutional investor purchased 10,083 shares of the company’s stock, valued at approximately $801,000. JPMorgan Active Value ETF accounts for 0.4% of Oak Barrel Wealth Advisory LLC’s portfolio, making the stock its 23rd largest position.

Other large investors have also recently added to or reduced their stakes in the company. 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 purchased a new stake in shares of JPMorgan Active Value ETF in the fourth quarter worth about $32,000. Wilmington Savings Fund Society FSB purchased a new stake in shares of JPMorgan Active Value ETF in the third quarter worth about $33,000. Fairway Wealth LLC purchased a new stake in shares of JPMorgan Active Value ETF in the fourth quarter worth 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. 43.07% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Active Value ETF Stock Performance

Shares of NYSEARCA:JAVA opened at $83.02 on Tuesday. The company has a market cap of $7.11 billion, a P/E ratio of -91.23 and a beta of 0.77. JPMorgan Active Value ETF has a one year low of $66.44 and a one year high of $84.06. The business’s 50-day simple moving average is $80.55 and its 200 day simple moving average is $76.92.

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.