Summary
JAVA Chart
Confluence Wealth Services Inc. Invests $14.34 Million in JPMorgan Active Value ETF $JAVA
Confluence Wealth Services Inc. bought a new position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 200,000 shares of the company's stock, valued at approximately $14,344,000. Confluence Wealth Services Inc.
These 2 JPMorgan ETFs are Fantastic
JPMorgan's ETF lineup has grown significantly over the years, and passive investors have taken notice.
JAVA: Unconvincing Value ETF
JPMorgan Active Value ETF has a portfolio of large and mid cap stocks with intrinsic value characteristics. The JAVA ETF is well-diversified across 171 holdings, but quite concentrated in financials. JAVA is less compelling than a number of large cap value ETFs with better returns, lower fees and turnover rates and more transparent strategies.
JPMorgan Active Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 1,014 | $72,724 | $81,637.14 | $8,913.14 | 12.26% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 3,622 | $259,769.84 | $291,733.99 | $31,964.15 | 12.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 67,077 | $4.16M | $5.39M | $1.24M | 29.78% |
 Landaas & Company Landaas & Co | 17,768 | $1.16M | $1.43M | $272,795.56 | 23.57% |
| RR rosemary richard WCG Wealth Advisors LLC | 438,902 | $28.13M | $35.26M | $7.13M | 25.35% |
JPMorgan Active Value ETF (JAVA) FAQ
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JPMorgan Active Value ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates with a clear focus on investing primarily in equities, including a range of stock types and bonds convertible to common stock, with the main goal of achieving attractive valuation based on their growth potential over a long-term horizon. Their investment strategy targets securities of companies with market capitalizations that align with those in the Russell 1000 Value Index, which encompasses a mix of large and mid-cap companies. This approach is grounded in the belief that long-term value can be created through carefully selected investments in companies that are not only currently undervalued but also have solid growth prospects.
Products and Services
- Equities
Includes investments in common and preferred stocks that are selected based on their growth potential and attractive valuation. The focus is on companies that are believed to be undervalued by the market yet have strong prospects for growth over the long term.
- Convertible Bonds
Part of the investment strategy includes bonds that can be converted into common stock, providing a potential upside from both the bond yield and the opportunity to participate in the equity growth of the underlying company. This dual benefit makes convertible bonds a key component of the investment strategy, targeting long-term growth and value creation.
- Russell 1000 Value Index-focused Investments
The securities selected for investment predominantly include companies with market capitalizations similar to those found within the Russell 1000 Value Index. This index includes a broad spectrum of large and mid-cap companies considered to be undervalued compared to the market. The investment strategy leverages this index as a benchmark for identifying potentially undervalued companies that present a compelling long-term growth opportunity.
