JPMorgan US Value Factor ETFJVAL
JVAL
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
40% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 7 (+2) [Q1 2025]
1.8% more ownership
Funds ownership: 60.55% [Q4 2024] → 62.34% (+1.8%) [Q1 2025]
1% more funds holding
Funds holding: 122 [Q4 2024] → 123 (+1) [Q1 2025]
0% more capital invested
Capital invested by funds: $415M [Q4 2024] → $416M (+$1.13M) [Q1 2025]
11% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 44
Research analyst outlook
We haven’t received any recent analyst ratings for JVAL.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
JVAL: Tech-Heavy Core Value Fund Worth Exploring
JVAL offers excellent and diversified exposure to large/mid-cap value stocks and is sector neutral with the Russell 1000 Index, meaning it's also about 30% in Technology. It has several strong features, including a 0.12% expense ratio, a 14.18x forward P/E ratio, and a solid track record against the broad Russell 1000 Value Index. However, its sector-neutral strategy and higher beta indicates it won't offer as much downside protection compared to most of its peers. In addition, its growth and quality statistics weren't impressive.
Negative
Seeking Alpha
1 year ago
JVAL: Small Growth Exposure, Underperformance As A Consequence
JVAL offers exposure to inexpensive U.S. equities, mostly from mega- and large-cap echelons, while maintaining sector proportions similar to those of the Russell 1000. JVAL is sporting a healthy earnings yield despite IT being its key sector. Quality is healthy, but growth characteristics are lackluster. JVAL's past performance is marred by its inability to keep pace with IVV and IWB as it captured too much downside.
Positive
Seeking Alpha
1 year ago
JVAL: A Smart Approach To Value
JPMorgan U.S. Value Factor ETF has a smarter strategy than most passive value funds: stock valuation is assessed relative to sector peers.
Positive
Seeking Alpha
1 year ago
JVAL: A Healthy Mix Of Inexpensiveness And Profitability, Worth Shortlisting
JVAL is a passively managed fund with a focus on inexpensive players, mostly selected from the Russell 1000 index. Its past performance was mixed as it beat IWD, yet it was unable to keep pace with the market and a few peers. It is worth shortlisting JVAL since for a basket with a tilt toward mega-caps, JVAL has a meaningful earnings yield that comes with a mostly compelling quality story.
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