JLVP - ETF AI Analysis
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JPMorgan U.S. Large Cap Value Plus ETF (JLVP)
Rating:92Outperform
Price Target:―
Positive Factors
Strong Mega-Cap Tech Leaders
Top holdings like Amazon, Microsoft, Apple, and Meta have shown strong year-to-date performance, helping support the ETF’s overall returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, financials, health care, and industrials, which can help reduce the impact of weakness in any single industry.
Exposure to High-Quality Blue Chips
Holdings such as Berkshire Hathaway and major U.S. banks provide exposure to well-established companies that can add stability to the portfolio.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into investor returns over time compared with lower-cost alternatives.
Recent Weak Performance
The fund’s year-to-date and one-month returns have been negative, indicating recent performance has been weak.
U.S.-Only Geographic Exposure
The ETF is concentrated entirely in U.S. stocks, offering no diversification benefits from international markets.
JLVP vs. SPDR S&P 500 ETF (SPY)
AUM27.40M
RegionNorth America
Expense Ratio1.05%
Beta0.67
IssuerJPMorgan
Inception DateJul 30, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume155
30 Day Avg. Volume1,528
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
64.17Price Target Upside― Downside
Rating ConsensusN/A
Number of Analyst Covering114
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JLVP Summary
JLVP is the JPMorgan U.S. Large Cap Value Plus ETF, focusing on big, well‑known American companies that look reasonably priced and have solid business fundamentals. It doesn’t track a fixed index, but follows a value theme with an active approach that aims to find quality large companies across many sectors, including technology, finance, and health care. Top holdings include Amazon and Microsoft, along with banks like Bank of America. Investors might consider JLVP for long‑term growth with diversification and potential income from established firms. A key risk is that stock prices can rise or fall with the overall U.S. market, and value stocks can stay out of favor for long periods.
How much will it cost me?JLVP has an expense ratio of 1.05%, which means you’ll pay about $10.50 per year for every $1,000 invested. This is higher than the average ETF because it’s actively managed, with the managers selecting and adjusting holdings rather than simply tracking an index.
What would affect this ETF?JLVP could benefit if the U.S. economy stays healthy, value stocks come back into favor, and large tech names like Amazon, Microsoft, and Apple continue to grow, since the fund is heavily invested in U.S. large-cap technology and other major sectors. On the downside, rising interest rates, a U.S. recession, or weakness in big tech and financial companies such as Bank of America and Wells Fargo could hurt performance, and active management may lag if its value and risk-control approach falls out of step with market trends.
JLVP Top 10 Holdings
JLVP leans heavily into U.S. large-cap tech and consumer names, with Amazon, Microsoft, Meta, and Apple doing much of the heavy lifting. Microsoft and Meta have been rising smartly, while Apple looks steady-to-strong, giving the fund a solid growth engine despite its value label. Amazon’s recent wobble has taken a bit of shine off, and ServiceNow’s mixed, more volatile performance adds some bumpiness. On the value side, Berkshire Hathaway and big banks like Bank of America and Wells Fargo are more subdued, with Wells Fargo and Vivmark Residential quietly holding the fund back.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amazon | 9.32% | $2.56M | $2.75T | 15.79% | 71 Outperform | |
| Microsoft | 6.73% | $1.85M | $3.70T | -2.38% | 79 Outperform | |
| Meta Platforms | 3.76% | $1.03M | $1.88T | -2.18% | 76 Outperform | |
| ― | 3.58% | $983.41K | ― | ― | ― | |
| Berkshire Hathaway B | 2.68% | $734.44K | $969.41B | 1.29% | 66 Neutral | |
| Apple | 2.66% | $730.84K | $4.96T | 33.53% | 79 Outperform | |
| Bank of America | 2.52% | $692.74K | $392.99B | 8.70% | 72 Outperform | |
| Wells Fargo | 2.22% | $608.81K | $251.45B | -2.63% | 80 Outperform | |
| AT&T | 2.16% | $592.04K | $171.99B | -10.66% | 71 Outperform | |
| AutoZone | 2.04% | $560.65K | $47.26B | -30.70% | 63 Neutral |
JLVP Technical Analysis
Negative
―
Price Trends
Market Momentum
-0.41
Positive
39.09
Neutral
37.56
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JLVP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 50.39, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.41 indicates Positive momentum. The RSI at 39.09 is Neutral, neither overbought nor oversold. The STOCH value of 37.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JLVP.
JLVP Peer Comparison
Comparison Results
Performance Comparison
JLVP
JPMorgan U.S. Large Cap Value Plus ETF
49.70
-1.50
-2.93%
MAVF
Matrix Advisors Value ETF
―
―
―
PRXV
Praxis Impact Large Cap Value ETF
―
―
―
NSIV
North Square Disciplined Value ETF
―
―
―
DHLX
Diamond Hill Large Cap Concentrated ETF
―
―
―
PZLV
Pzena U.S. Large Cap Value ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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