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JVALJPMorgan U.S. Value Factor ETF

Grow my money#420 of 2944 for Grow my money

Seeks investment results that closely correspond to the performance of the JP Morgan US Value Factor Index.

JPMorgan · Since 2017 (8 years)

Annual Cost

0.12%

#453 out of 5,332 ETFs

Fund Size

$660M

#1252 out of 5,332 ETFs

Dividend Yield

2.06%

Track Record

8 years

#1696 out of 5,332 ETFs

Performance

1 Year

+37.8%

3 Years

+20.5%

5 Years

+11.2%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Factor
value

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Technology
34.2%
Consumer Cyclical
12.5%
Financial Services
10.5%
Healthcare
9.8%
Industrials
9.4%
Communication
7.5%
Energy
4.3%
Consumer Defensive
3.9%
Other
8.0%

Top holdings

Johnson & JohnsonJNJ1.9%
Alphabet Inc Class AGOOGL1.8%
Apple IncAAPL1.8%
NVIDIA CorpNVDA1.6%
Microsoft CorpMSFT1.6%
Meta Platforms Inc Class AMETA1.6%
Broadcom IncAVGO1.5%
Micron Technology IncMU1.3%
Applied Materials IncAMAT1.0%
Lam Research CorpLRCX1.0%

Risk profile

Volatility (1Y)

14.2%

Moderate

Max drawdown

-40.4%

Worst peak-to-trough loss

Sharpe (3Y)

1.04

Excellent risk-adjusted returns

Sortino (3Y)

1.55

Good downside protection

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Data updated on 2026-05-05