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Upturn AI SWOT - About
JPMorgan U.S. Value Factor ETF (JVAL)
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Upturn Advisory Summary
08/14/2025: JVAL (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 18.83% | Avg. Invested days 60 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 35.39 - 45.21 | Updated Date 06/30/2025 |
52 Weeks Range 35.39 - 45.21 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan U.S. Value Factor ETF
ETF Overview
Overview
The JPMorgan U.S. Value Factor ETF (ticker: JVAL) seeks to provide investment results that closely correspond to the performance of the U.S. value stock market. It invests in U.S. companies exhibiting value characteristics. The ETF aims for long-term capital appreciation through exposure to undervalued stocks.
Reputation and Reliability
JPMorgan is a reputable and well-established financial institution with a long track record in asset management.
Management Expertise
JPMorgan's asset management division has extensive experience and expertise in managing various investment strategies, including factor-based ETFs.
Investment Objective
Goal
The investment goal of JVAL is to provide investment results that closely correspond to the performance of the U.S. equity market.
Investment Approach and Strategy
Strategy: JVAL aims to track the performance of a value-weighted index composed of U.S. companies exhibiting value characteristics.
Composition JVAL primarily holds a diversified portfolio of U.S. stocks identified as value stocks based on factors like price-to-book ratio, price-to-earnings ratio, and dividend yield.
Market Position
Market Share: JVAL holds a relatively small market share compared to larger value ETFs.
Total Net Assets (AUM): 573000000
Competitors
Key Competitors
- VTV
- IWD
- RPV
Competitive Landscape
The value ETF market is highly competitive, with several well-established players. JVAL competes with larger, more liquid value ETFs that have lower expense ratios. JVAL may appeal to investors who prefer JPMorgan's brand or factor selection methodology. The advantage of VTV and IWD is their low cost and high trading volume.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial data providers. JVALu2019s performance will vary based on the stock market conditions.
Benchmark Comparison: JVALu2019s performance should be compared against benchmarks like the Russell 1000 Value Index to assess its tracking efficiency.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
JVAL's average trading volume is moderate, which can affect the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread can vary depending on trading volume and market conditions, reflecting the cost of executing trades.
Market Dynamics
Market Environment Factors
JVAL's performance is influenced by economic growth, interest rates, inflation, and investor sentiment towards value stocks.
Growth Trajectory
JVAL's growth trajectory depends on the popularity of value investing and its ability to attract assets from investors seeking value exposure.
Moat and Competitive Advantages
Competitive Edge
JVAL's competitive advantage lies in JPMorgan's established brand and its proprietary index methodology for selecting value stocks. This may attract investors seeking a value ETF managed by a reputable firm. The fundu2019s performance relative to its peers will also influence investor demand. JPMorgan's research capabilities also contribute to its competitive edge, helping it refine its value factor selection process. However, it's market share is very small compared to competitors.
Risk Analysis
Volatility
JVAL's volatility is comparable to other value equity ETFs.
Market Risk
JVAL is subject to market risk, including the risk of declines in the value of its underlying stocks due to economic downturns or company-specific issues.
Investor Profile
Ideal Investor Profile
JVAL is suitable for investors seeking exposure to value stocks and a diversified U.S. equity portfolio.
Market Risk
JVAL is best for long-term investors who understand the cyclical nature of value stocks and are comfortable with potential market fluctuations.
Summary
JPMorgan U.S. Value Factor ETF (JVAL) offers investors exposure to U.S. equities exhibiting value characteristics. JVAL seeks long-term capital appreciation by tracking a value-weighted index. Its competitive advantage is JPMorgan's brand and factor selection, but it faces stiff competition from larger, more liquid, lower cost value ETFs. JVAL suits long-term investors seeking value exposure and comfortable with market fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management, ETF.com, Morningstar, Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. 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 U.S. Value Factor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent value factor characteristics.
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