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JPSVJpmorgan Active Small Cap Value ETF

Grow my money#2513 of 2944 for Grow my money

Seeks long-term capital appreciation.

JPMorgan · Since 2023 (3 years)

Annual Cost

0.74%

#3444 out of 5,332 ETFs

Fund Size

$24M

#3975 out of 5,332 ETFs

Dividend Yield

1.40%

Track Record

3 years

#3041 out of 5,332 ETFs

Performance

1 Year

+20.4%

3 Years

+12.6%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
small
Focus
ESG

Asset allocation

Stocks
99.0%
Cash
1.0%

Sector breakdown

Financial Services
24.4%
Industrials
11.0%
Real Estate
9.1%
Consumer Cyclical
9.1%
Technology
9.1%
Healthcare
7.7%
Energy
7.3%
Utilities
7.1%
Other
15.2%

Top holdings

John Wiley & Sons Inc Class AWLY1.8%
MediaAlpha Inc Ordinary Shares - Class AMAX1.7%
Ensign Group IncENSG1.7%
Old National BancorpONB1.7%
Magnolia Oil & Gas Corp Class AMGY1.6%
Selective Insurance Group IncSIGI1.6%
Radian Group IncRDN1.5%
ScanSource IncSCSC1.5%
LivaNova PLCLIVN1.4%
Cars.com IncCARS1.4%

Risk profile

Volatility (1Y)

16.2%

Moderate

Max drawdown

-22.8%

Worst peak-to-trough loss

Sharpe (3Y)

0.56

Decent risk-adjusted returns

Sortino (3Y)

0.84

Moderate downside risk

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Data updated on 2026-05-05