Description: JPMorgan Active Value ETF is a transparent and actively managed fund that falls within the J.P. Morgan Global Equities platform. The fund invests primarily in large-cap equities using a bottom-up approach to select stocks that have an attractive value base and the potential for capital appreciation.
Exchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Large Value
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 95.53 | 0.00 | 95.53 |
| Cash | 2.31 | 0.00 | 2.31 |
| Stock non-US | 2.16 | 0.00 | 2.16 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Financial Services | 21.32 | 19.73 |
| Healthcare | 17.99 | 17.24 |
| Industrials | 12.64 | 10.79 |
| Energy | 9.48 | 8.97 |
| Consumer Defensive | 7.58 | 8.51 |
| Consumer Cyclicals | 7.14 | 6.51 |
| Communication Services | 5.78 | 6.23 |
| Technology | 5.23 | 10.32 |
| Basic Materials | 4.98 | 3.38 |
| Utilities | 4.88 | 5.21 |
| Real Estate | 2.97 | 3.11 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 97.79 | 95.19 |
| Europe Developed | 1.71 | 2.56 |
| Asia Developed | 0.50 | 0.29 |
| Japan | 0.00 | 0.11 |
| Australasia | 0.00 | 0.01 |
| Asia Emerging | 0.00 | 0.05 |
| Latin America | 0.00 | 0.04 |
| United Kingdom | 0.00 | 1.75 |