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Upturn AI SWOT - About
JPMorgan Active Value ETF (JAVA)
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Upturn Advisory Summary
09/16/2025: JAVA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 15.43% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.86 | 52 Weeks Range 55.30 - 68.06 | Updated Date 06/30/2025 |
52 Weeks Range 55.30 - 68.06 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan Active Value ETF
ETF Overview
Overview
The JPMorgan Active Value ETF is an actively managed fund that seeks long-term capital appreciation by investing primarily in a diversified portfolio of U.S. equity securities. The fund aims to identify undervalued companies with strong potential for growth.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history of managing investment funds.
Management Expertise
The management team consists of experienced professionals with expertise in active value investing and fundamental analysis.
Investment Objective
Goal
Seeks long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed, fundamental, value-oriented investment approach, focusing on identifying undervalued U.S. companies.
Composition Primarily U.S. equity securities.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 42000000.0
Competitors
Key Competitors
- IWD
- VTV
- SCHV
Competitive Landscape
The value ETF market is highly competitive, with numerous passively managed and actively managed funds vying for investor assets. JPMorgan Active Value ETF competes with established value ETFs. Its active management approach offers the potential for outperformance, but also comes with higher fees.
Financial Performance
Historical Performance: Data not readily available.
Benchmark Comparison: Data not readily available.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting decent liquidity.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and sector-specific trends can significantly impact the performance of the fund's holdings.
Growth Trajectory
Growth is dependent on the fund's ability to identify and capitalize on undervalued opportunities in the market. This is dependent on the management team's execution.
Moat and Competitive Advantages
Competitive Edge
The JPMorgan Active Value ETF's active management and access to JPMorgan's research capabilities offer a potential advantage. The fund's focus on undervalued companies may provide downside protection during market downturns. However, active management comes at a cost. Investment strategy and analysis may benefit from JP Morgan's depth of resources. This ETF benefits from brand awareness and strong reputation.
Risk Analysis
Volatility
Data not readily available.
Market Risk
The fund is subject to market risk, including the potential for losses due to declines in the overall stock market or specific sectors.
Investor Profile
Ideal Investor Profile
The fund is suitable for investors seeking long-term capital appreciation through a value-oriented approach and who are comfortable with the risks associated with equity investing.
Market Risk
This ETF is best for long-term investors who believe in active management and value investing.
Summary
The JPMorgan Active Value ETF is an actively managed fund that seeks long-term capital appreciation by investing in undervalued U.S. companies. Its active management approach offers the potential for outperformance, but also comes with higher fees. The fund is suitable for long-term investors who believe in active management and value investing. Investors should consider the fund's expense ratio and risk profile before investing. Further analysis is needed for more definite conclusions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management website
- SEC filings
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan Active Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 securities held by the fund will predominantly be of companies with market capitalizations similar to those within the universe of the Russell 1000 Value Index (which includes both large cap and mid cap companies).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.