JLVPJPMorgan U.S. Large Cap Value Plus ETF
Seeks long-term capital appreciation.
By JPMorgan · Launched 2026
Annual Cost
1.05%
#5,489 of 6,033 · expensive
Fund Size
$28M
#4,320 of 6,033 · small
Return (1Y)
N/A
Track Record
2 months
#5,937 of 6,033 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,790-2.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 36.5% of funddiversified
Amazon.com IncAMZN
8.3%
Microsoft CorpMSFT
5.9%
ServiceNow IncNOW
3.6%
Meta Platforms Inc Class AMETA
3.5%
HubSpot IncHUBS
2.8%
Bank of America CorpBAC
2.6%
JPMorgan Prime Money Market IMJIMXX
2.6%
Berkshire Hathaway Inc Class BBRK-B
2.6%
Vivmark ResidentialVMRK
2.3%
Apple IncAAPL
2.2%
Asset allocation
Stocks
97.4%
Cash
2.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-3.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in U.S. large capitalization value companies, holding both long and short positions to achieve its investment objective.
- Inception date
- July 30, 2026
- Fund family
- JPMorgan
Similar funds
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Data updated on 2026-09-16