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JAVA

JPMorgan Active Value ETF
1W: -0.4% 1M: +1.3% 3M: -0.2% YTD: +5.1% 1Y: +20.3% 3Y: +57.7%
$76.69
+0.43 (+0.56%)
 
Weekly Expected Move ±1.4%
$73 $74 $76 $77 $78
ETF AMEX · AUM $6.5B
Key Statistics
AUM$6.5B
Holdings141
Top 10 Wt22.1%
Volume245,195
Avg Volume420,472
Beta0.82
Portfolio Fundamentals
P/E27.4
P/B5.7
Div Yield1.68%
ROE22.3%
% Profitable88%
Inception2021-10-05
Sector Allocation
Financial Services 18.5%
Technology 13.7%
Healthcare 12.3%
Industrials 11.3%
Consumer Cyclical 8.2%
Communication Services 8.1%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 ALPHABET INC-CL C - GOOG 3.25% $208.6M 541,853
2 AMAZON.COM INC COMMON AMZN 2.64% $169.9M 641,077
3 WELLS FARGO & CO COMMON WFC 2.43% $156.2M 2,059,811
4 MICRON TECHNOLOGY INC MU 2.12% $136.3M 186,151
5 WESTERN DIGITAL CORP WDC 2.10% $134.7M 293,031
6 BERKSHIRE HATHAWAY INC BRK-B 2.09% $134.5M 279,684
7 META PLATFORMS INC META 2.07% $133.1M 219,997
8 BANK OF AMERICA CORP BAC 2.07% $133.3M 2,601,192
9 UNITEDHEALTH GROUP INC UNH 1.71% $110.0M 286,925
10 NXP SEMICONDUCTORS NV 1.71% $109.9M 354,497

Recent Holding Changes

Date Holding Change Details
2026-05-22 EQT Changed 980974 → 982138
2026-05-22 LH Changed 119054 → 119194
2026-05-22 AXP Changed 190236 → 190460
2026-05-22 WFC Changed 2057375 → 2059811
2026-05-22 CMCSA Changed 840792 → 841788

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms