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(JAVA) JPMorgan Active Value - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46641Q1673 • Large Value

JAVA: Common Stock, Preferred Stock, Convertible Bonds

The JPMorgan Active Value ETF (NYSE ARCA: JAVA) is designed to provide long-term capital appreciation by primarily investing in attractively valued equities, including common stock, preferred stock, and bonds convertible to common stock. The fund focuses on companies with growth potential that is not yet fully reflected in their current valuations. The portfolio predominantly consists of securities from companies with market capitalizations similar to those in the Russell 1000 Value Index, which includes both large-cap and mid-cap firms.

The ETFs investment strategy emphasizes a disciplined, research-driven approach to identify undervalued companies with strong fundamentals. By leveraging the expertise of JPMorgans investment team, the fund seeks to balance value and growth opportunities. The portfolios construction is based on rigorous analysis of financial metrics, industry trends, and competitive positioning to uncover companies poised for sustainable growth over the long term.

Based on and , here is the 3-month forecast for JAVA: - Price Range: Expected to trade between 59.57 and 62.53, reflecting a 2.5% potential downside and 2.3% potential upside from the current price of 61.05. - Trend: The SMA 20 (60.23) is slightly below the last price, indicating short-term bullish momentum, while the SMA 50 (62.68) and SMA 200 (63.40) suggest potential resistance levels. - Volatility: ATR of 1.48 indicates moderate near-term price fluctuations. - Volume: Average daily volume of 313,950 shares suggests sufficient liquidity for efficient trading. - AUM Growth: With current AUM of $3.039 billion, the fund is expected to maintain its scale, supporting stable operations.

Additional Sources for JAVA ETF

News: Wall Street Journal Benzinga Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

JAVA ETF Overview

Market Cap in USD	3,039m
Category	Large Value
TER	0.44%
IPO / Inception	2021-10-04

JAVA ETF Ratings

Growth Rating	53.1
Fundamental	-
Dividend Rating	58.6
Rel. Strength	-1.02
Analysts	-
Fair Price Momentum	55.21 USD
Fair Price DCF	-

JAVA Dividends

Dividend Yield 12m	1.49%
Yield on Cost 5y	1.95%
Annual Growth 5y	38.19%
Payout Consistency	100.0%

JAVA Growth Ratios

Growth Correlation 3m	-88.5%
Growth Correlation 12m	57.8%
Growth Correlation 5y	84.5%
CAGR 5y	7.61%
CAGR/Max DD 5y	0.46
Sharpe Ratio 12m	0.26
Alpha	-1.91
Beta	0.755
Volatility	30.50%
Current Volume	339.8k
Average Volume 20d	327.5k

What is the price of JAVA stocks?
As of May 01, 2025, the stock is trading at USD 61.62 with a total of 339,823 shares traded.
Over the past week, the price has changed by +2.38%, over one month by -3.02%, over three months by -6.56% and over the past year by +8.08%.

Is JPMorgan Active Value a good stock to buy?
Partly, yes. Based on ValueRay Analyses, JPMorgan Active Value (NYSE ARCA:JAVA) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 53.12 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JAVA as of May 2025 is 55.21. This means that JAVA is currently overvalued and has a potential downside of -10.4%.

Is JAVA a buy, sell or hold?
JPMorgan Active Value has no consensus analysts rating.

What are the forecast for JAVA stock price target?
According to ValueRays Forecast Model, JAVA JPMorgan Active Value will be worth about 62.4 in May 2026. The stock is currently trading at 61.62. This means that the stock has a potential upside of +1.23%.

Issuer	Forecast	Upside
Wallstreet Target Price	-	-
Analysts Target Price	-	-
ValueRay Target Price	62.4	1.2%