JVAL stock icon

JPMorgan US Value Factor ETF
JVAL

$43.30
0.46%

Market Cap: $630M

0
Funds holding %
of 6,728 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

2.88% more ownership

Funds ownership: 94.93% [Q1] → 97.81% (+2.88%) [Q2]

3% more funds holding

Funds holding: 110 [Q1] → 113 (+3) [Q2]

3% less capital invested

Capital invested by funds: $812M [Q1] → $788M (-$23.8M) [Q2]

17% less funds holding in top 10

Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

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Research analyst outlook

We haven’t received any recent analyst ratings for JVAL.

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Financial journalist opinion

Negative
Seeking Alpha
2 months 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.
JVAL: Small Growth Exposure, Underperformance As A Consequence
Positive
Seeking Alpha
5 months 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.
JVAL: A Smart Approach To Value
Positive
Seeking Alpha
8 months 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.
JVAL: A Healthy Mix Of Inexpensiveness And Profitability, Worth Shortlisting
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