JPMorgan Value Ownership
| JVAL Etf | USD 41.90 0.20 0.48% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
JPMorgan |
JPMorgan Etf Ownership Analysis
JPMorgan Value is is formed as Regulated Investment Company in the United States. ETF is managed and operated by J.P. Morgan Investment Management Inc.. The fund has 413 constituents with avarage daily trading value of 54.6 K. The fund charges 0.12 percent management fee with a total expences of 0.12 percent of total asset. The fund created five year return of 21.0%. JPMorgan Value Factor retains 99.54% of assets under management (AUM) in equities. This fund last dividend was 0.166 per share. The fund will invest at least 80 percent of its assets in securities included in the underlying index. JPM US is traded on NYSEARCA Exchange in the United States. To learn more about JPMorgan Value Factor call the company at NA.Sector Exposure (%)
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 Value , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| DIS | Walt Disney | Stock | |
| PG | Procter Gamble | Stock | |
| AVGO | Broadcom | Stock | |
| WMT | Walmart | Stock | |
| WFC | Wells Fargo | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| T | ATT Inc | Stock | |
| PFE | Pfizer Inc | Stock | |
| MSFT | Microsoft | Stock | |
| MRK | Merck Company | Stock | |
| JNJ | Johnson Johnson | Stock | |
| INTC | Intel | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| CVX | Chevron Corp | Stock | |
| CSCO | Cisco Systems | Stock | |
| CMCSA | Comcast Corp | Stock | |
| AAPL | Apple Inc | Stock | |
| XOM | Exxon Mobil Corp | Stock | |
| ORCL | Oracle | Stock |
Institutional Etf Holders for JPMorgan Value
JPMorgan Value Outstanding Bonds
JPMorgan Value issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. JPMorgan Value Factor uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most JPMorgan bonds can be classified according to their maturity, which is the date when JPMorgan Value Factor has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| JPMORGAN CHASE CO Corp BondUS46647PBK12 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBJ49 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBM77 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBL94 | View | |
| US46647PBP09 Corp BondUS46647PBP09 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBN50 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBR64 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBT21 | View |
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The market value of JPMorgan Value Factor 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 Value's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Value'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 Value's market value can be influenced by many factors that don't directly affect JPMorgan Value'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 Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Value'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.