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JPMorgan U.S. Value Factor ETF (JVAL)
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Upturn Advisory Summary
11/05/2025: 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 24.78% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 (JVAL) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Janus Henderson U.S. Value Factor Index. It focuses on U.S. companies exhibiting value characteristics.
Reputation and Reliability
JPMorgan is a reputable and well-established financial institution with a long track record in asset management.
Management Expertise
JPMorgan has extensive experience and expertise in managing ETFs and other investment products.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the Janus Henderson U.S. Value Factor Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Janus Henderson U.S. Value Factor Index, which is designed to identify U.S. companies with attractive value characteristics.
Composition The ETF holds a basket of U.S. stocks selected based on value factors.
Market Position
Market Share: Data not available to calculate precise market share.
Total Net Assets (AUM): 238000000
Competitors
Key Competitors
- iShares Russell 1000 Value ETF (IWD)
- Vanguard Value ETF (VTV)
- Schwab U.S. Dividend Equity ETF (SCHD)
Competitive Landscape
The value ETF market is highly competitive, with several large players. JVAL competes with larger, more established ETFs like IWD and VTV. JVAL may offer a slightly different factor weighting or index construction compared to its competitors.
Financial Performance
Historical Performance: Historical performance data unavailable in this context.
Benchmark Comparison: Performance compared to the Janus Henderson U.S. Value Factor Index is unavailable in this context.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting decent trading conditions.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and overall market sentiment influence the performance of value stocks.
Growth Trajectory
The growth trajectory is dependent on investor appetite for value strategies and the performance of the underlying holdings.
Moat and Competitive Advantages
Competitive Edge
JVAL's competitive advantage lies in its use of a proprietary index, the Janus Henderson U.S. Value Factor Index. The Janus Henderson U.S. Value Factor Index is designed to identify U.S. companies with attractive value characteristics. Its smaller size can allow for more nimble portfolio adjustments relative to larger competitors. Its expense ratio is competitive.
Risk Analysis
Volatility
JVAL's volatility will reflect the volatility of the value stocks it holds.
Market Risk
The ETF is subject to market risk, including the risk that value stocks may underperform growth stocks.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to U.S. value stocks as part of a diversified portfolio.
Market Risk
Suitable for long-term investors seeking value exposure, though may also suit active traders.
Summary
JPMorgan U.S. Value Factor ETF (JVAL) offers investors exposure to U.S. companies exhibiting value characteristics. It tracks the Janus Henderson U.S. Value Factor Index and comes with a competitive expense ratio. While it competes with larger, more established value ETFs, its differentiated index and potentially nimble size provide some advantages. It is suitable for investors seeking to diversify their portfolios with a value-oriented strategy.
Similar ETFs
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. All investments involve risk, including the risk of loss.
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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