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JPMorgan Active Value ETF(JAVA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for JAVA
11/13/2026: JAVA (3-star) is a STRONG-BUY. BUY for 18 days. Simulated Profits (2.07%). Updated daily EoD!
JPMorgan Active Value ETF (JAVA) provides active exposure to U.S. large-cap value stocks, utilizing fundamental research to seek long-term capital appreciation. Its primary strength lies in the institutional-grade expertise of J.P. Morgan, which offers the potential to outperform passive value indices. The fund serves as a potential core holding for investors who favor active management over passive indexing. Investors should monitor market cycles, as the fund's value orientation may underperform during growth-heavy market phases. It is most suitable for long-term investors willing to pay a slightly higher expense ratio in exchange for the potential benefits of active security selection.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on value stocks and will likely underperform during market rallies led by high-growth technology sectors. |
| Momentum investor | Mixed fit | Active management may capture some momentum, but the value strategy often leans into out-of-favor stocks. |
| Value investor | Strong fit | The fund is explicitly designed for investors seeking exposure to undervalued large-cap companies with solid fundamentals. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the fund's primary focus is capital appreciation rather than yield maximization. |
| Low-risk investor | Medium | While value stocks are generally less volatile than growth stocks, individual stock picking introduces active management risk. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation who believe in the value factor and prefer the benefits of active fundamental research over passive indexing.
Suitability
Best suited for long-term investors looking to build core equity positions; not ideal for short-term tactical traders or those seeking low-cost passive exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets inherently fluctuate, though value stocks often exhibit lower beta than the broader market. |
| Market risk | Medium | The fund is subject to the general decline of the stock market, which affects all equity holdings. |
| Concentration | Medium | Active management may lead to sector or stock weightings that differ significantly from the broader index. |
| Tracking/expense | Low | The expense ratio is transparent, though tracking error is expected due to the active management strategy. |
| Liquidity | Low | The fund invests in large-cap stocks, which are typically highly liquid and easy to trade. |
| Business/sector quality | Medium | The strategy relies on management's ability to correctly identify quality companies in cyclical industries. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
JAVA generally experiences volatility commensurate with the U.S. large-cap value equity market, which is typically lower than growth-focused portfolios but higher than fixed-income instruments.
Market Risk
The fund is highly sensitive to the systematic risk of the U.S. equity market; as an active fund, it also faces 'active risk' where security selection may diverge from market performance.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Value Stocks | 98 | Provides diversified exposure to large, established companies that are trading at perceived discounts to their intrinsic value. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Maintains a small liquidity buffer for daily operations and tactical trading needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 38.9% | Avg. Invested days 85 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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