(JAVA) JPMorgan Active Value - Overview

ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 6.420m USD | Total Return: 22.9% in 12m

Common Stock, Preferred Securities, Convertible Bonds
Total Rating 54
Safety 61
Buy Signal -0.32
Large Value
Category Rotation: +6.3
TER: 0.44%
AUM: 6.42B
Avg Turnover: 25.1M
Risk 3d forecast
Volatility11.3%
VaR 5th Pctl2.05%
VaR vs Median0.30%
Reward TTM
Sharpe Ratio1.62
Rel. Str. IBD52.1
Rel. Str. Peer Group24.5
Character TTM
Beta0.717
Beta Downside0.770
Hurst Exponent0.474
Drawdowns 3y
Max DD16.54%
CAGR/Max DD1.01
CAGR/Mean DD6.16

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: JAVA JPMorgan Active Value

The JPMorgan Active Value ETF (JAVA) focuses on a diversified portfolio of common stocks, preferred securities, and convertible bonds. The fund targets companies with market capitalizations aligned with the Russell 1000 Value Index, encompassing both large-cap and mid-cap segments of the U.S. equity market.

The management team utilizes an active selection process to identify assets deemed undervalued relative to their long-term growth prospects. Value-oriented strategies typically prioritize companies with low price-to-book or price-to-earnings ratios compared to the broader market. These firms often operate in mature sectors such as financials, industrials, and healthcare, where steady cash flows are prioritized over rapid expansion.

Investors can further analyze these valuation metrics on ValueRay to assess historical performance trends. This ETF provides a structured approach for those seeking exposure to established companies that may be trading below their intrinsic worth.

Headlines to Watch Out For
  • Active management alpha generation relative to Russell 1000 Value Index benchmarks
  • Interest rate fluctuations impact valuation of large-cap financial and industrial holdings
  • Investor capital inflows drive management fee revenue and total assets under management
  • Corporate earnings growth among undervalued large and mid-cap domestic equities
  • Macroeconomic shifts influence cyclical sector performance within the value-oriented portfolio
What is the price of JAVA shares?

As of May 26, 2026, the stock is trading at USD 76.69 with a total of 253,600 shares traded.
Over the past week, the price has changed by +1.56%, over one month by +1.95%, over three months by +1.02% and over the past year by +22.85%.

Is JAVA a buy, sell or hold?

JPMorgan Active Value has no consensus analysts rating.