JLVP

J.P. Morgan$51.10-0.04 (-0.07%)
AUM $27.9MER 1.05%NAV $50.77Holdings 154

Price Chart

Key Statistics

Previous Close

$51.14

Day Range

$51.10$51.10

52-Week Range

$50.17$51.77

Avg Volume

304

Dividend Yield

Expense Ratio

1.05%

AUM

$27.9M

Shares Outstanding

ETF Grades

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Sector Breakdown

SectorWeight %
Technology27.46%
Healthcare15.46%
Financial Services14.05%
Industrials9.24%
Communication Services7.40%
Real Estate5.70%
Basic Materials5.21%
Consumer Cyclical4.97%
Energy4.35%
Utilities2.94%
Cash & Others2.23%
Consumer Defensive0.97%

Country Allocation

CountryWeight %
United States95.08%
Ireland2.74%
Other2.23%
Netherlands1.70%
Uruguay0.27%

Fund Information

Category
Technology
Inception Date
Jul 30, 2026
Description
An actively managed exchange-traded fund that seeks long-term capital appreciation. The fund combines a U.S. large-cap value portfolio with a long/short extension sleeve, taking long positions in stocks viewed as undervalued and short positions in stocks expected to underperform to pursue opportunities on both sides of the equity markets.

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IVViShares Core S&P 500 ETF$889.43B
SPYState Street SPDR S&P 500 ETF$820.11B
QQQInvesco QQQ Trust, Series 1$485.37B

The JPMorgan U.S. Large Cap Value Plus ETF (JLVP) is an exchange-traded fund issued by J.P. Morgan that launched on Jul 30, 2026. It currently manages $27.9M in assets under management. The fund charges an expense ratio of 1.05%. The fund holds 154 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 36.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1AMZNAMAZON.COM INC COMMON8.38%8,984$2.3M
2MSFTMICROSOFT CORP COMMON5.60%3,249$1.6M
3METAMETA PLATFORMS INC3.38%1,726$942K
4AAPLAPPLE INC COMMON STOCK3.20%2,872$894K
5NOWSERVICENOW INC COMMON3.19%6,861$890K
6BACBANK OF AMERICA CORP2.65%11,952$739K
7HUBSHUBSPOT INC COMMON STOCK2.54%2,950$708K
8BRK-BBERKSHIRE HATHAWAY INC2.54%1,424$708K
9EQRVIVMARK RESIDENTIAL REIT2.35%10,077$656K
10BKNGBOOKING HOLDINGS INC2.34%3,107$652K
11WFCWELLS FARGO & CO COMMON2.11%7,035$589K
12TAT&T INC COMMON STOCK2.10%23,263$585K
13ALBALBEMARLE CORP COMMON2.02%4,207$565K
14AZOAUTOZONE INC COMMON1.97%186$551K
15DISTHE WALT DISNEY COMPANY1.96%5,103$548K
Page 1 of 4

Detailed Returns

PeriodReturnETF
1D
-0.07%
1W
-0.01%
1M
+1.85%
3M
+1.85%
6M
+1.85%
YTD
+1.85%
1Y
+1.85%
3Y
+1.85%
5Y
+1.85%

Moving Averages

20-Day MA

$51.20

Below 20-Day MA
50-Day MA

$51.20

Below 50-Day MA
200-Day MA

$51.20

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$51.77

Current Price

$51.10

52-Week Low

$50.17

$50.17$51.77

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricJLVPTechnology(1499 ETFs)
Fund Info
Expense Ratio1.05%0.60%
AUM$27.9M$7.66B
Dividend Yield3.03%
Avg Volume304588.2K
Holdings154215
Performance
1-Month Return+1.00%+4.68%
6-Month Return+12.96%
YTD Return+13.86%
1-Year Return+12.60%

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