
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
Jpmorgan Active Small Cap Value ETF (JPSV)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: JPSV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 9.1% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 48.81 - 63.62 | Updated Date 06/30/2025 |
52 Weeks Range 48.81 - 63.62 | Updated Date 06/30/2025 |
Upturn AI SWOT
Jpmorgan Active Small Cap Value ETF
ETF Overview
Overview
The JPMorgan Active Small Cap Value ETF (JVAL) is an actively managed fund that seeks long-term capital appreciation by investing primarily in a diversified portfolio of small-capitalization U.S. value stocks. The fund aims to identify undervalued companies with strong fundamentals and potential for growth.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history of managing investment products.
Management Expertise
JPMorgan has a team of experienced portfolio managers and analysts specializing in active management and small-cap value investing.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: The fund employs an active management strategy, selecting securities based on fundamental research and valuation analysis.
Composition The ETF primarily holds stocks of small-capitalization U.S. companies considered to be undervalued.
Market Position
Market Share: JVAL's market share is moderate within the small-cap value ETF segment.
Total Net Assets (AUM): 113.88
Competitors
Key Competitors
- Avantis U.S. Small Cap Value ETF (AVUV)
- Dimensional U.S. Small Cap Value ETF (DFSV)
- Vanguard Small-Cap Value ETF (VBR)
Competitive Landscape
The small-cap value ETF market is competitive, with several well-established and popular ETFs. JVAL differentiates itself through active management, which could lead to outperformance (or underperformance) compared to passively managed index funds. Competitors offer lower expense ratios and are passively managed.
Financial Performance
Historical Performance: Historical performance data is not provided but should be analyzed over different time periods to assess the fund's track record.
Benchmark Comparison: Benchmark comparisons are essential to evaluate the effectiveness of JVAL's active management against its relevant benchmark such as the Russell 2000 Value Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume of JVAL can be checked on financial websites and impacts how easy it is to buy and sell.
Bid-Ask Spread
The bid-ask spread of JVAL can be checked on financial websites and represents a transaction cost for investors.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, small-cap market conditions, and investor sentiment towards value stocks influence JVAL's performance.
Growth Trajectory
Analyze JVAL's asset growth, changes in investment strategy, and portfolio adjustments to understand its evolving growth trajectory.
Moat and Competitive Advantages
Competitive Edge
JVAL's competitive advantage lies in its active management approach, leveraging JPMorgan's research capabilities and experienced portfolio managers to identify undervalued small-cap value stocks. The active management strategy aims to generate alpha, or excess returns, compared to passive index funds. JPMorgan's brand recognition and distribution network also contribute to its competitive edge. However, active management also introduces the risk of underperformance and higher expense ratios.
Risk Analysis
Volatility
Assess JVAL's volatility based on its historical price fluctuations and beta relative to its benchmark index.
Market Risk
Market risk is related to small-cap stocks which is greater volatility and cyclical downturns; value stocks is potential for prolonged underperformance and incorrect value assessment.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation, comfortable with the higher risk associated with small-cap stocks and the potential for active management to underperform, and believes in the value investment philosophy.
Market Risk
JVAL is suitable for long-term investors with a higher risk tolerance who believe in the potential for active management to generate excess returns and are seeking exposure to small-cap value stocks.
Summary
The Jpmorgan Active Small Cap Value ETF (JVAL) offers investors exposure to U.S. small-cap value stocks through an actively managed approach. JVAL provides investors the opportunity to generate alpha compared to passive small-cap value ETFs, which is offset by a higher expense ratio. Investors should carefully consider their risk tolerance and investment objectives before investing in JVAL. Due to the active management, the ETF could outperform or underperform its benchmark.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- SEC Filings
- Morningstar
- Bloomberg
- YCharts
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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 Small Cap Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 ® Value Index stocks at the time of purchase.

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.