Jpmorgan Etf Profile


USD 53.81  0.96  1.82%   

Market Performance
5 of 100
Odds Of Distress
Less than 32
Jpmorgan Active is trading at 53.81 as of the 30th of November 2022, a 1.82 percent increase since the beginning of the trading day. The etf's open price was 52.85. Jpmorgan Active has about a 32 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Jpmorgan Active Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of November 2021 and ending today, the 30th of November 2022. Click here to learn more.
The adviser seeks to meet its objective by investing primarily in equities, including common stock, preferred stock and bonds which are convertible to common stock, that the adviser identifies to be attractively valued given their growth potential over a long-term time horizon. The company has 747 M outstanding shares. More on Jpmorgan Active Value

Moving together with Jpmorgan Active

+1.0VTVVanguard Value ETFPairCorr
+1.0VYMHigh Dividend YieldPairCorr
+0.98IWDRussell 1000 ValuePairCorr
+0.98DGRODividend Growth IsharesPairCorr

Jpmorgan Active Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Jpmorgan Active's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Jpmorgan Active or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
The company reported the previous year's revenue of 11.45 B. Net Loss for the year was (2.23 B) with profit before overhead, payroll, taxes, and interest of 4.73 B.
The fund retains 95.18% of its assets under management (AUM) in equities
ChairmanAbu Bachik
Thematic IdeaComputers (view all)
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Jpmorgan Active's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Financial Strength
Jpmorgan Active's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Jpmorgan Active's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit.
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Jpmorgan Active's financial leverage. It provides some insight into what part of Jpmorgan Active's total assets is financed by creditors.
Share Download
Share Download
By using current balance sheet information, investors can analyze the liability, assets, and equity on Jpmorgan Active's books and decide whether to invest or hold. Statistics such as return on equity (ROE), debt to equity (D/E) help investors determine how Jpmorgan Active deploys its capital and how much of that capital is borrowed.
Jpmorgan Active cash flow analysis is essential to understand how it generates and spends money over a specific period. It can also help you figure out where your money is going and how much cash you have available at a given moment. The company currently holds 1.14 B in liabilities with Debt to Equity (D/E) ratio of 2.29, implying the company greatly relies on financing operations through barrowing. Jpmorgan Active Value has a current ratio of 1.2, suggesting that it may not be capable to disburse its financial obligations when due. Debt can assist Jpmorgan Active until it has trouble settling it off, either with new capital or with free cash flow. So, Jpmorgan Active's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Jpmorgan Active Value sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Jpmorgan to invest in growth at high rates of return. When we think about Jpmorgan Active's use of debt, we should always consider it together with cash and equity.

Operating Cash Flow

422.12 Million
Inception Date2021-10-04
BenchmarkRussell 1000 Value Index
Entity TypeRegulated Investment Company
Asset Under Management211.29 Million
Asset TypeEquity
CategoryBroad Equity
FocusBroad Equity
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorJ.P. Morgan Investment Management Inc.
AdvisorJ.P. Morgan Investment Management Inc.
CustodianJPMorgan Chase Bank, N.A.
DistributorJPMorgan Distribution Services, Inc.
Portfolio ManagerClare Hart, Scott Blasdell, Andrew Brandon, David Silberman
Transfer AgentJPMorgan Chase Bank
Fiscal Year End30-Jun
ExchangeNYSE Arca, Inc.
Number of Constituents184
Market MakerCitadel
Total Expense0.44
Management Fee0.44
Nav Price49.96
Two Hundred Day Average50.69
Average Daily Volume In Three Month58.27k
Fifty Two Week Low45.73
As Of Date25th of October 2022
Average Daily Volume Last 10 Day50.13k
Fifty Two Week High54.99
One Month6.40%
Fifty Day Average49.26
Three Month1.08%
Jpmorgan Active Value [JAVA] is traded in USA and was established 2021-10-04. The fund is listed under Large Value category and is part of JPMorgan family. The entity is thematically classified as Computers. Jpmorgan Active Value currently have 105.22 M in assets under management (AUM). , while the total return for the last year was -2.96%. Jpmorgan Active Value currently holds about 1.88 B in cash with 457 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of -0.012.
Check Jpmorgan Active Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Active Value Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Jpmorgan Active Value Constituents

Jpmorgan Active Target Price Odds Analysis

What are Jpmorgan Active's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of Jpmorgan Active jumping above the current price in 90 days from now is roughly 2.08%. The Jpmorgan Active Value probability density function shows the probability of Jpmorgan Active etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Jpmorgan Active has a beta of 0.9543. This indicates Jpmorgan Active Value market returns are sensitive to returns on the market. As the market goes up or down, Jpmorgan Active is expected to follow. Additionally, the company has an alpha of 0.0029, implying that it can generate a 0.002901 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 53.81HorizonTargetOdds Above 53.81
97.89%90 days
Based on a normal probability distribution, the odds of Jpmorgan Active to move above the current price in 90 days from now is roughly 2.08 (This Jpmorgan Active Value probability density function shows the probability of Jpmorgan Etf to fall within a particular range of prices over 90 days) .

Jpmorgan Active Major Institutional Holders

Institutional Holdings refers to the ownership stake in Jpmorgan Active that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Jpmorgan Active's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Jpmorgan Active's value.
InstituionSecurity TypeTotal SharesValue
Wny Asset Management LlcFund Units7.6 K349 K
View Jpmorgan Active Diagnostics

Jpmorgan Active Historical Income Statement

Jpmorgan Active Value Income Statement is one of the three primary financial statements used for reporting Jpmorgan's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Jpmorgan Active Value revenue and expense. Jpmorgan Active Income Statement primarily focuses on the company's revenues and expenses during a particular period.
Jpmorgan Active Cost of Revenue is projected to decrease significantly based on the last few years of reporting. The past year's Cost of Revenue was at 6.05 Billion. The current year Gross Profit is expected to grow to about 4.6 B, whereas Consolidated Income is forecasted to decline to (2.1 B). View More Fundamentals

Jpmorgan Active Against Markets

Picking the right benchmark for Jpmorgan Active etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Jpmorgan Active etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Jpmorgan Active is critical whether you are bullish or bearish towards Jpmorgan Active Value at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Jpmorgan Active without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Idea Optimizer Now


Idea Optimizer

Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
All  Next Launch Module

Invested in Jpmorgan Active Value?

The danger of trading Jpmorgan Active Value is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Jpmorgan Active is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Jpmorgan Active. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jpmorgan Active Value is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please see Risk vs Return Analysis. You can also try Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

Complementary Tools for analysis

When running Jpmorgan Active Value price analysis, check to measure Jpmorgan Active's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jpmorgan Active is operating at the current time. Most of Jpmorgan Active's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Active's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jpmorgan Active's price. Additionally, you may evaluate how the addition of Jpmorgan Active to your portfolios can decrease your overall portfolio volatility.
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
The market value of Jpmorgan Active Value is measured differently than its book value, which is the value of Jpmorgan that is recorded on the company's balance sheet. Investors also form their own opinion of Jpmorgan Active's value that differs from its market value or its book value, called intrinsic value, which is Jpmorgan Active's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Jpmorgan Active's market value can be influenced by many factors that don't directly affect Jpmorgan Active's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Jpmorgan Active's value and its price as these two are different measures arrived at by different means. Investors typically determine Jpmorgan Active value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Active's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.