JAVAJPMorgan Active Value ETF
JAVA Fund Description
JAVA is an actively managed fund of US large-cap value stocks selected based on proprietary fundamental analysis.
JAVA Factset Analytics Insight
JAVA is JPMorgan’s active take on the US large-cap value space. It seeks long-term capital appreciation from a portfolio of undervalued stocks that have the potential to increase its intrinsic value per share. Constituents are selected using a proprietary bottom-up approach focusing on various fundamental analysis. In addition, the fund’s strategy incorporates an ESG overlay by assessing firms’ policies and shareholder rights. Holdings may include REITs, ADRs, and equity equivalents via derivatives. Unlike JVAL—its passively managed equivalent fund, JAVA does not replicate the performance of a specific index, it uses the Russell 1000 Value Index as its benchmark instead. This attempts to pursue the benefits of indexing (diversification and transparency) with the privilege of having active investment decisions.
JAVA Summary Data
JAVA Portfolio Data
JAVA Index Data
JAVA Portfolio Management
JAVA Tax Exposures
JAVA Fund Structure
JAVA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of JAVA. JAVA is rated a 4 out of 5.
JAVA Top 10 Holdings[View All]
JAVA Economic Development
JAVA Performance Statistics
JAVA Benchmark Comparison Summary
JAVA Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.