JPMorgan US Value Factor ETFJVAL
JVAL
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
2% less funds holding
Funds holding: 113 [Q2] → 111 (-2) [Q3]
14% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 43
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
20% less funds holding in top 10
Funds holding in top 10: 5 [Q2] → 4 (-1) [Q3]
33.96% less ownership
Funds ownership: 98.85% [Q2] → 64.89% (-33.96%) [Q3]
49% less capital invested
Capital invested by funds: $797M [Q2] → $410M (-$387M) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for JVAL.
Financial journalist opinion
Negative
Seeking Alpha
5 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.
Positive
Seeking Alpha
8 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.
Positive
Seeking Alpha
11 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.
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