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JIVEJpmorgan International Value ETF

Grow my money3y track recordRanked #729 of 3,055 in this goal

Seeks long-term capital appreciation.

By JPMorgan · Launched 2023

Annual Cost

0.55%

#3,020 of 6,040 · average

Fund Size

$3.9B

#533 of 6,040 · large

Return (1Y)

+34.0%

Track Record

3 years

#3,087 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,547+25.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Value

Holdings

By weight

Concentration

Top 10 holdings = 17.7% of funddiversified

JPMorgan Prime Money Market Fund
3.3%
Samsung Electronics Co. Ltd.
2.9%
HSBC Holdings plc
1.8%
Roche Holding AG
1.6%
Nestle SA
1.5%
Shell plc
1.4%
Royal Bank of Canada
1.4%
Taiwan Semiconductor Manufacturing Co. Ltd.
1.3%
Mitsubishi UFJ Financial Group, Inc.
1.2%
BHP Group Ltd.
1.2%

Asset allocation

Stocks
98.9%
Cash
1.1%

By sector

Financial Services
39.3%
Industrials
10.5%
Technology
10.1%
Energy
9.8%
Consumer Cyclical
6.5%
Healthcare
5.3%
Basic Materials
5.2%
Consumer Defensive
5.0%
Other
8.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.3%Moderate

Year-on-year price swings

Max drawdown
-14.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
1.52Strong risk-adjusted returns
Sortino (3Y)
2.24Good downside protection

Listing

Exchange
NASDAQ Global Select Market, NASDAQ Global Market

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests primarily in equity securities and equity-related instruments of foreign companies across developed and emerging markets, focusing on value companies. Maintains exposure to regions like Australia, Japan, and the UK, and invests across all market capitalizations.
Inception date
September 13, 2023
Fund family
JPMorgan

Next steps

Save JIVE to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18