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JPMorgan Active Value ETF JAVA

Medalist Rating as of | See JPMorgan Investment Hub

Morningstar’s Analysis JAVA

Will JAVA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Manager Research

Morningstar Manager Research

Summary

A strong management team and sound investment process underpin JPMorgan Active Value ETF's Morningstar Medalist Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings JAVA

  • Current Portfolio Date
  • Equity Holdings 149
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 22.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jpmorgan Us Govt Mmkt Fund Im Shares (Restricted)

3.29
12,451,614
Cash and Equivalents
2.71
10,240,137
Healthcare
2.70
10,208,972
Communication Services
2.65
10,038,311
Financial Services
2.42
9,154,184
Financial Services
2.35
8,896,816
Industrials
2.26
8,568,127
Financial Services
2.22
8,411,516
Energy
1.96
7,406,255
Energy
1.63
6,177,764
Healthcare