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ETFs

JPMorgan Active Small Cap Value ETF

JPSV
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Mar 07 2023
Expense Ratio
0.74%
Type
US Equities
Fund Owner
JPMorgan Chase
Volume (1m avg. daily)
—
AUM
$10,274,850
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

SIGI
Selective Insurance Group Inc.
2.34%
PDCO
Patterson Companies Inc.
1.58%
SSB
SouthState Corporation
1.53%
ADC
Agree Realty Corp.
1.53%
FIX
Comfort Systems USA, Inc.
1.53%
ALG
Alamo Group Inc.
1.47%
SAFT
Safety Insurance Group, Inc.
1.47%
EHC
Encompass Health Corp
1.37%
NSIT
Insight Enterprises Inc.
1.35%
AIT
Applied Industrial Technologies Inc.
1.30%
Invest with JPSV

What is JPSV?

In reviewing investment opportunities, the adviser implements an investment process that seeks to systematically identify high quality small cap companies at attractive valuations. Specifically, the adviser seeks to invest in attractively valued companies with durable businesses, strong balance sheets and which are led by management teams who have proven their ability to increase the intrinsic value per share of the company.The Fund is an actively managed ETF that operates pursuant to an exemptive order (the Order) from the Securities and Exchange Commission (the SEC) and is not required to publicly disclose its complete portfolio holdings each business day. In lieu of publishing its portfolio contents (Actual Portfolio) daily, the Fund publishes a proxy portfolio (Proxy Portfolio) each day on its website.

ETFs related toJPSV

ETFs correlated to JPSV include DES, SLY, VIOV

JPSV
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF
DES
WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
SLY
SPDR Series Trust - SPDR S&P 600 Small Cap ETF
VIOV
Vanguard Group, Inc. - Vanguard S&P Small-Cap 600 Value ETF
SLYV
SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
IJS
BlackRock Institutional Trust Company N.A. - iShares S&P Small-Cap 600 Value ETF
IJR
BlackRock Institutional Trust Company N.A. - iShares Core S&P Small-Cap ETF
DON
WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
FNK
First Trust Exchange-Traded Fund III - First Trust Mid Cap Value AlphaDEX Fund
FAB
First Trust Exchange-Traded Fund III - First Trust Multi Cap Value AlphaDEX Fund
FYT
First Trust Exchange-Traded Fund III - First Trust Small Cap Value AlphaDEX Fund

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toJPSV

#D

Phalanx Formation: Downturn Defense

Category

Getting Defensive

Risk Rating

Moderate

#INC

Dynamic Income

Category

Composer's Picks

Risk Rating

Moderate

Create your own algorithmic trading strategy with JPSV using Composer

FAQ

JPSV is a US Equities ETF. In reviewing investment opportunities, the adviser implements an investment process that seeks to systematically identify high quality small cap companies at attractive valuations. Specifically, the adviser seeks to invest in attractively valued companies with durable businesses, strong balance sheets and which are led by management teams who have proven their ability to increase the intrinsic value per share of the company.The Fund is an actively managed ETF that operates pursuant to an exemptive order (the Order) from the Securities and Exchange Commission (the SEC) and is not required to publicly disclose its complete portfolio holdings each business day. In lieu of publishing its portfolio contents (Actual Portfolio) daily, the Fund publishes a proxy portfolio (Proxy Portfolio) each day on its website.

Yes, JPSV is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, JPSV is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on JPSV is %. This is the percent change in the value of JPSV over the most recent 1-month period. The 3-month return on JPSV is %. This is the percent change in the value of JPSV over the most recent 3-month period.

ETFs similar to JPSV include SDY, VYM, and DVY.

ETFs correlated to JPSV include DES, SLY, and VIOV.

ETFs that are inversely correlated to JPSV include BSCP, SKF, and FXY.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.