JLVP

J.P. Morgan$51.44 ()
AUM $28.5MER 1.05%NAV $51.73Holdings 155

Price Chart

Key Statistics

Previous Close

$51.53

Day Range

N/A

52-Week Range

$50.17$51.77

Avg Volume

3.1K

Dividend Yield

Expense Ratio

1.05%

AUM

$28.5M

Shares Outstanding

ETF Grades

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Sector Breakdown

SectorWeight %
Technology26.88%
Healthcare15.48%
Financial Services13.95%
Industrials9.41%
Communication Services7.43%
Real Estate5.70%
Consumer Cyclical5.14%
Basic Materials5.03%
Energy4.32%
Utilities2.90%
Cash & Others2.70%
Consumer Defensive1.07%

Country Allocation

CountryWeight %
United States94.63%
Other2.83%
Ireland2.72%
Netherlands1.70%
Uruguay0.28%

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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VXUSVanguard Total International Stock ETF$651.00B

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 $28.5M in assets under management. The fund charges an expense ratio of 1.05%. The fund holds 155 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 36.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1AMZNAMAZON.COM INC COMMON8.50%8,984$2.4M
2MSFTMICROSOFT CORP COMMON5.66%3,249$1.6M
3METAMETA PLATFORMS INC3.54%1,726$999K
4AAPLAPPLE INC COMMON STOCK3.07%2,872$868K
5NOWSERVICENOW INC COMMON3.03%6,861$857K
6BACBANK OF AMERICA CORP2.74%11,952$775K
7BRK-BBERKSHIRE HATHAWAY INC2.57%1,424$726K
8JPMORGAN PRIME MONEY2.34%660,475$661K
9BKNGBOOKING HOLDINGS INC2.33%3,107$659K
10AVBAVALONBAY COMMUNITIES2.30%3,608$649K
11WFCWELLS FARGO & CO COMMON2.21%7,035$626K
12HUBSHUBSPOT INC COMMON STOCK2.19%2,950$620K
13AZOAUTOZONE INC COMMON2.01%186$567K
14TAT&T INC COMMON STOCK2.00%23,263$564K
15UNHUNITEDHEALTH GROUP INC1.98%1,379$559K
Page 1 of 4

Detailed Returns

PeriodReturnETF
1D
1W
-0.10%
1M
+2.28%
3M
+2.28%
6M
+2.28%
YTD
+2.28%
1Y
+2.28%
3Y
+2.28%
5Y
+2.28%

Moving Averages

20-Day MA

$51.23

Above 20-Day MA
50-Day MA

$51.23

Above 50-Day MA
200-Day MA

$51.23

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$51.77

Current Price

$51.44

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(1498 ETFs)
Fund Info
Expense Ratio1.05%0.60%
AUM$28.5M$8.25B
Dividend Yield3.03%
Avg Volume3.1K668.6K
Holdings155231
Performance
1-Month Return-3.00%
6-Month Return-0.22%
YTD Return+13.67%
1-Year Return+13.85%

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