Two complementary value approaches in one ETF
Not all value approaches are created equally. That’s why JAVA allocates 50% of its assets to J.P. Morgan’s U.S. Value strategy and 50% to the Large Cap Value strategy – with the goal of providing more consistent returns. This diversification can help when a quality-biased style is outperforming, and a valuation-biased style is underperforming – and vice versa.
JPMorgan Active Value ETF
JAVA is designed to provide long-term capital appreciation through a portfolio of U.S. value stocks.
Approach
- Actively managed investment strategy that seeks to deliver a style pure value equity portfolio.
- Employs a fundamental, bottom-up approach to identify quality companies at attractive valuations.
- Experienced portfolio management team with an average of 30 years of industry experience supported by a dedicated value team averaging 24 years of industry experience.
The performance quoted is past performance and is not a guarantee of future results. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than original cost. Current performance may be higher or lower than the performance data shown. For performance current to the most recent month-end please call 1-844-4JPM-ETF.
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