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- Upturn Summary
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Upturn AI Summary
Jpmorgan Active Small Cap Value ETF(JPSV)
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 JPSV
10/28/2026: JPSV (2-star) is currently NOT-A-BUY. Pass it for now.
JPSV is an actively managed ETF that targets undervalued small-cap U.S. companies using J.P. Morgan’s fundamental research process. It aims to beat the broader small-cap value market by avoiding companies with poor quality metrics, offering a potential advantage over purely passive index funds. While it provides a high-conviction approach to a volatile asset class, it carries higher costs and potentially lower liquidity than its passive counterparts. The fund is well-suited for long-term investors who believe in active selection and want to gain exposure to the U.S. small-cap value factor. Investors should monitor market cycles and the manager's ability to maintain a consistent alpha over the long term.
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 rather than high-growth momentum or speculative firms. |
| Momentum investor | Mixed fit | Strong fit while signal remains positive for small-cap value factors. |
| Value investor | Strong fit | The fund is specifically designed to identify and capture value in the small-cap universe. |
| Dividend/Income investor | Mixed fit | While it holds value stocks, its primary focus is capital appreciation rather than consistent dividend income. |
| Low-risk investor | Weak fit | Small-cap stocks are inherently volatile and carry higher risk than large-cap or broad market investments. |
Investor Profile
Ideal Investor Profile
Investors seeking small-cap exposure with the potential for active outperformance, who are willing to pay a higher fee for professional stock selection.
Suitability
Best for long-term investors looking to tilt their portfolio toward small-cap value, not intended for short-term tactical traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks typically experience greater price swings than large-cap equities. |
| Market risk | Medium / high | The fund is subject to general equity market downturns which can disproportionately impact small-cap stocks. |
| Concentration | Medium | Active selection may lead to higher concentration in specific sectors compared to a broad index. |
| Tracking/expense | Medium | Higher management fees compared to passive ETFs require outperformance to justify the cost. |
| Liquidity | Medium | Small-cap securities can become harder to trade during periods of market stress. |
| Business/sector quality | Medium / high | Value investing involves potential exposure to companies with struggling business models or sector headwinds. |
Risk Analysis
Volatility
JPSV exhibits high volatility consistent with the small-cap value asset class.
Market Risk
The fund faces significant systemic risk as small-cap firms are highly sensitive to U.S. domestic economic health and credit availability.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 98 | The fund primarily holds shares of smaller U.S. companies that are considered undervalued. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the portfolio is held in cash to manage daily liquidity and operations. |
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 19% | Avg. Invested days 83 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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