8,107 JPMorgan Active Value ETF $JAVA Shares Acquired by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC boosted its holdings in JPMorgan Active Value ETF (NYSEARCA:JAVA) by 8.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 101,301 shares of the company’s stock after purchasing an additional 8,107 shares during the period. Cyndeo Wealth Partners LLC owned about 0.12% of JPMorgan Active Value ETF worth $8,076,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Compass Financial Management LLC acquired a new position in JPMorgan Active Value ETF during the second quarter valued at approximately $103,000. Envestnet Portfolio Solutions Inc. acquired a new stake in shares of JPMorgan Active Value ETF during the 2nd quarter worth about $206,000. Sequent Planning LLC bought a new stake in shares of JPMorgan Active Value ETF during the first quarter worth approximately $211,000. Aegis Wealth Management Inc. boosted its stake in JPMorgan Active Value ETF by 9.0% in the 1st quarter. Aegis Wealth Management Inc. now owns 3,126 shares of the company’s stock valued at $224,000 after purchasing an additional 259 shares during the period. Finally, Triumph Capital Management boosted its position in shares of JPMorgan Active Value ETF by 11.2% in the third quarter. Triumph Capital Management now owns 2,806 shares of the company’s stock valued at $224,000 after acquiring an additional 282 shares during the period. 43.07% of the stock is currently owned by institutional investors and hedge funds.

JPMorgan Active Value ETF Trading Down 0.1%

NYSEARCA JAVA traded down $0.09 during trading on Friday, reaching $82.00. The company’s stock had a trading volume of 264,056 shares, compared to its average volume of 449,385. The firm has a 50 day moving average price of $81.99 and a 200 day moving average price of $79.18. JPMorgan Active Value ETF has a 12 month low of $67.77 and a 12 month high of $84.06. The firm has a market capitalization of $7.47 billion, a price-to-earnings ratio of -90.11 and a beta of 0.78.

JPMorgan Active Value ETF 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.