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JAVA - ETF AI Analysis

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JAVA

JPMorgan Active Value ETF (JAVA)

Rating:71Outperform
Price Target:
JAVA, the JPMorgan Active Value ETF, earns a solid overall rating thanks to strong core holdings like Alphabet (GOOG), Wells Fargo (WFC), and Johnson & Johnson (JNJ), which all benefit from robust financial performance and positive earnings call sentiment that support long-term growth potential. However, some key positions such as Chevron (CVX), Amazon (AMZN), Berkshire Hathaway (BRK.B), and Philip Morris (PM) face issues like bearish or mixed technical trends, premium valuations, and leverage or cash flow concerns, which temper the fund’s overall appeal. A main risk factor is the ETF’s meaningful exposure to large financial and mega-cap tech names, which can increase sensitivity to sector-specific downturns or shifts in market sentiment.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors such as financials, industrials, technology, and health care, which helps reduce the impact of weakness in any single industry.
Large Asset Base
The fund manages a substantial amount of assets, suggesting it has attracted meaningful investor interest and offers good liquidity for trading.
Negative Factors
Heavy U.S. Concentration
With nearly all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market.
Mixed Performance Among Top Holdings
Several of the largest positions, especially in financials, have shown weak or negative performance this year, which can drag on overall returns.
Moderate Expense Ratio
The fund’s fee is not especially low, so costs may be higher than some cheaper index-based alternatives.

JAVA vs. SPDR S&P 500 ETF (SPY)

JAVA Summary

JAVA, the JPMorgan Active Value ETF, is an actively managed fund that looks for large U.S. companies that appear undervalued, rather than tracking a fixed index. It focuses on big, established businesses across many sectors like financials, technology, and health care. Well-known holdings include Alphabet (Google’s parent company), Amazon, and Berkshire Hathaway. Someone might invest in this ETF to seek long-term growth from solid, blue-chip companies while staying diversified across industries. A key risk is that value stocks can stay out of favor for long periods, and the share price can go up and down with the overall stock market.
How much will it cost me?The JPMorgan Active Value ETF (JAVA) has an expense ratio of 0.44%, which means you’ll pay $4.40 per year for every $1,000 invested. This is higher than average because the fund is actively managed, meaning experts are selecting investments rather than following a passive index strategy.
What would affect this ETF?The JPMorgan Active Value ETF (JAVA) could benefit from a strong U.S. economy and favorable conditions for large-cap value stocks, especially in sectors like financials and healthcare, which make up a significant portion of its holdings. However, rising interest rates or economic slowdowns could negatively impact financial and consumer cyclical sectors, while regulatory changes in technology or healthcare could also pose challenges. Active management allows flexibility to adapt to market shifts, but its success depends on the manager's ability to identify undervalued opportunities effectively.

JAVA Top 10 Holdings

JAVA leans heavily into U.S. value names, with financials and a few tech giants setting the tone. Western Digital has been the surprise engine, surging on AI-related demand and giving the fund a nice tailwind. Amazon, Alphabet, and Meta are also rising, adding a growthy spark to an otherwise value-focused mix. On the flip side, Berkshire Hathaway has been treading water, while Philip Morris and Charles Schwab are losing steam and quietly weighing on returns. Overall, it’s a U.S.-centric portfolio balancing old-school finance with selectively aggressive tech bets.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Alphabet Class C2.90%$183.62M$4.15T114.58%
82
Outperform
Wells Fargo2.61%$165.73M$243.37B16.03%
80
Outperform
Meta Platforms2.21%$140.34M$1.71T23.44%
76
Outperform
Bank of America2.21%$140.11M$373.55B32.30%
72
Outperform
2.04%$129.60M
Amazon1.89%$119.66M$2.84T39.12%
71
Outperform
Berkshire Hathaway B1.85%$117.33M$1.01T-10.95%
66
Neutral
Western Digital1.85%$117.18M$136.97B879.54%
77
Outperform
Philip Morris1.66%$105.56M$255.91B-4.89%
61
Neutral
NXP Semiconductors1.62%$102.63M$61.67B20.70%
70
Neutral

JAVA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
73.68
Positive
100DMA
73.66
Positive
200DMA
70.64
Positive
Market Momentum
MACD
0.66
Negative
RSI
60.73
Neutral
STOCH
38.23
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JAVA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 74.39, equal to the 50-day MA of 73.68, and equal to the 200-day MA of 70.64, indicating a bullish trend. The MACD of 0.66 indicates Negative momentum. The RSI at 60.73 is Neutral, neither overbought nor oversold. The STOCH value of 38.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JAVA.

JAVA Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$6.61B0.44%
71
Outperform
$9.88B0.55%
72
Outperform
$5.80B0.21%
73
Outperform
$2.84B0.18%
72
Outperform
$1.85B0.39%
72
Outperform
$1.27B0.15%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JAVA
JPMorgan Active Value ETF
75.23
14.47
23.82%
PVAL
Putnam Focused Large Cap Value ETF
DFLV
Dimensional US Large Cap Value ETF
FELV
Fidelity Enhanced Large Cap Value ETF
DSTL
Distillate US Fundamental Stability & Value ETF
SEIV
SEI Enhanced U.S. Large Cap Value Factor 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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