Jpmorgan Active Value Etf Profile

JAVA Etf  USD 64.02  0.12  0.19%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Below Average

 
High
 
Low
JPMorgan Active is trading at 64.02 as of the 20th of March 2025, a 0.19 percent decrease since the beginning of the trading day. The etf's open price was 64.14. JPMorgan Active has about a 43 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The adviser seeks to meet its objective by investing primarily in equities, including common stock, preferred stock and bonds which are convertible to common stock, that the adviser identifies to be attractively valued given their growth potential over a long-term time horizon. The company has 747 M outstanding shares. More on JPMorgan Active Value

Moving together with JPMorgan Etf

  0.92VTV Vanguard Value IndexPairCorr
  0.91VYM Vanguard High DividendPairCorr
  0.97IWD iShares Russell 1000PairCorr
  0.88DGRO iShares Core DividendPairCorr
  0.94IVE iShares SP 500PairCorr
  0.8DVY iShares Select DividendPairCorr

JPMorgan Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationBroad Equity ETFs, Size And Style ETFs, Large Value, JPMorgan, Computers, Computing (View all Sectors)
IssuerJPMorgan
Inception Date2021-10-04
Entity TypeRegulated Investment Company
Asset Under Management3.15 Billion
Asset TypeEquity
CategoryBroad Equity
FocusSize and Style
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorJ.P. Morgan Investment Management Inc.
AdvisorJ.P. Morgan Investment Management Inc.
CustodianJPMorgan Chase Bank, N.A.
DistributorJPMorgan Distribution Services, Inc.
Portfolio ManagerClare Hart, Scott Blasdell, Andrew Brandon, David Silberman
Transfer AgentJPMorgan Chase Bank
Fiscal Year End30-Jun
ExchangeNYSE Arca, Inc.
Number of Constituents254
Market MakerCitadel
Total Expense0.44
Management Fee0.44
Country NameUSA
Returns Y T D1.33
NameJPMorgan Active Value ETF
Currency CodeUSD
Open FigiBBG012NLLBJ4
In Threey Volatility16.36
1y Volatility13.76
200 Day M A63.511
50 Day M A65.1444
CodeJAVA
Updated At20th of March 2025
Currency NameUS Dollar
In Threey Sharp Ratio0.35
TypeETF
JPMorgan Active Value [JAVA] is traded in USA and was established 2021-10-04. The fund is listed under Large Value category and is part of JPMorgan family. The entity is thematically classified as Broad Equity ETFs. JPMorgan Active Value currently have 105.22 M in assets under management (AUM). , while the total return for the last 3 years was 7.7%. JPMorgan Active Value currently holds about 1.88 B in cash with 457 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of -0.012.
Check JPMorgan Active Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on JPMorgan Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JPMorgan Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as JPMorgan Active Value Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top JPMorgan Active Value Etf Constituents

VRTXVertex PharmaceuticalsStockHealth Care
SBACSBA Communications CorpStockReal Estate
XYZBlock, IncStockIndustrials
WFCWells FargoStockFinancials
BMYBristol Myers SquibbStockHealth Care
NEENextera EnergyStockUtilities
ARESAres Management LPStockFinancials
DLRDigital Realty TrustStockReal Estate
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JPMorgan Active Value Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in JPMorgan Active. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

JPMorgan Active Against Markets

When determining whether JPMorgan Active Value offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of JPMorgan Active's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Jpmorgan Active Value Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Jpmorgan Active Value Etf:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Active Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real.
You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of JPMorgan Active Value is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Active's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Active's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Active's market value can be influenced by many factors that don't directly affect JPMorgan Active's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Active's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Active is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Active's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.