JAVA: Unconvincing Value ETF

2025-02-19 17:47:23 ET

Summary

• JPMorgan Active Value ETF has a portfolio of large and mid cap stocks with intrinsic value characteristics.
• The JAVA ETF is well-diversified across 171 holdings, but quite concentrated in financials.
• JAVA is less compelling than a number of large cap value ETFs with better returns, lower fees and turnover rates and more transparent strategies.

JAVA strategy

JPMorgan Active Value ETF ( JAVA ) is an actively managed fund launched on 10/04/2021, with 171 holdings, an expense ratio of 0.44% and a 30-day SEC yield of 1.47%. Distributions are paid quarterly....

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