The JPMorgan Active Value ETF aims to achieve its investment goal by primarily allocating its capital to various equity instruments. These encompass common and preferred stocks, alongside bonds that are convertible into common shares. The fund's adviser selects these holdings based on their compelling valuation combined with robust long-term growth prospects. The portfolio largely consists of companies whose market capitalizations align with the universe of the Russell 1000 Value Index, which includes both large-cap and mid-cap enterprises.

Asset class

US Equity

Issuer

J.P. Morgan

Domicile

US

Inception date

Oct 4, 2021

Holdings

156

ISIN

US46641Q1673