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JPSV
Upturn stock ratingUpturn stock rating

Jpmorgan Active Small Cap Value ETF (JPSV)

Upturn stock ratingUpturn stock rating
$58.39
Last Close (24-hour delay)
Profit since last BUY2.56%
upturn advisory
Consider higher Upturn Star rating
BUY since 62 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

08/14/2025: JPSV (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 9.1%
Avg. Invested days 67
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Jpmorgan Active Small Cap Value ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

JPMorgan is a well-established and reputable financial institution with a long history of managing investment products.

reliability logo Management Expertise

JPMorgan has a team of experienced portfolio managers and analysts specializing in active management and small-cap value investing.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.