JPSV JPMorgan Active Small Cap Value ETF
What is JPSV?
JPSV is an actively managed, non-transparent ETF that provides exposure to US small-cap value stocks. The fund utilizes the Natixis/NYSE proxy portfolio model.
JPSV Factset Analytics Insight
JPSV utilizes an inestment process that aims to actively select high quality small-cap US companies that are attractively valued. Specifically the fund’s adviser looks for companies that have durable businesses, strong balance sheets and are led my management teams with proven ability to increase intrinsic value per share. Stocks attractively valued are considered to have market value added since inception, profitability based on core operations and after-taxes, and future growth potential. Certain ESG factors and industry risks are also taken into consideration but are not conclusive in final buy or sell decisions. JPSV is different from other ETFs in that it does not fully disclose the portfolio holdings, rather a proxy portfolio is provided each day for trading purposes. The model attempts to minimize market forces from impacting the actual portfolio holdings.
JPSV Summary Data
Peers
Fund Flows
JPSV Portfolio Data
JPSV Index Data
JPSV Portfolio Management
JPSV Tax Exposures
JPSV Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of JPSV. JPSV is rated a N/A out of 5.
JPSV Tradability
JPSV Performance Statistics
JPSV Benchmark Comparison Summary
Benchmark
JPSV Benchmark Comparison Market Cap Size
Benchmark
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.
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