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JPSV
+2.22 · +3.82%
$60.41 · NYSE ARCA

Jpmorgan Active Small Cap Value ETF (JPSV) ETF Analysis | Small Value

JPMorgan · USA
AUM:$25.3M
#– of – in Small Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.74% — moderate cost. Consider how fees compound over long holding periods.

What is JPSV?

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 ® Value Index stocks at the time of purchase.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
JPSV returned 8.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.74%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 14.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$25.3M
Expense Ratio0.74%
Dividend Yield1.35%
Holdings49
Inception DateMar 2023
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta–
CategorySmall Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.9%
1Y
+17.9%
3Y
+43.1%
5Y
+44.4%
OpenBook InsightIf you had invested £10,000 in JPSV 5 years ago, it would have grown to £14,444 — a gain of £4,444.

Annual Returns

Calendar year performance

JPSV delivered positive returns in 4 of the last 4 calendar years.
YearJPSV
2026 YTD+20.4%
2025+3.8%
2024+9.3%
2023+9.7%
CAGR 3yr+7.6%
4/4 positive yearsAvg return: +10.8%Worst year: +3.8% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.3%
Low
Momentum
+1.1%
30-day change
Support Level
69.80
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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