JVAL: Tech-Heavy Core Value Fund Worth Exploring

JVAL offers excellent and diversified exposure to large/mid-cap value stocks and is sector neutral with the Russell 1000 Index, meaning it's also about 30% in Technology. It has several strong features, including a 0.12% expense ratio, a 14.18x forward P/E ratio, and a solid track record against the broad Russell 1000 Value Index. However, its sector-neutral strategy and higher beta indicates it won't offer as much downside protection compared to most of its peers. In addition, its growth and quality statistics weren't impressive.

Seeking Alpha • Jun 18, 2025

JVAL: Small Growth Exposure, Underperformance As A Consequence

JVAL offers exposure to inexpensive U.S. equities, mostly from mega- and large-cap echelons, while maintaining sector proportions similar to those of the Russell 1000. JVAL is sporting a healthy earnings yield despite IT being its key sector. Quality is healthy, but growth characteristics are lackluster. JVAL's past performance is marred by its inability to keep pace with IVV and IWB as it captured too much downside.

Seeking Alpha • Jun 25, 2024

JVAL: A Smart Approach To Value

JPMorgan U.S. Value Factor ETF has a smarter strategy than most passive value funds: stock valuation is assessed relative to sector peers.

Seeking Alpha • Apr 12, 2024

JVAL: A Healthy Mix Of Inexpensiveness And Profitability, Worth Shortlisting

JVAL is a passively managed fund with a focus on inexpensive players, mostly selected from the Russell 1000 index. Its past performance was mixed as it beat IWD, yet it was unable to keep pace with the market and a few peers. It is worth shortlisting JVAL since for a basket with a tilt toward mega-caps, JVAL has a meaningful earnings yield that comes with a mostly compelling quality story.

Seeking Alpha • Jan 4, 2024

Here Are the 9 Most Popular Large-Cap Value ETFs

U.S. equities posted their worst first half performance since 1970, as inflation concerns, Fed rate hikes, and slowing economic growth weighed on markets, according to S&P Dow Jones Indices. Dividend, value, and low volatility strategies outperformed, signaling the market's continuing emphasis on defense.

ETF Trends • Jul 1, 2022

ETF Edge: Questions abound about consumer resiliency

Leslie Picker joins the Halftime Report with Bryon Lake, head of Americas ETF client at J.P. Morgan Asset Management, and Todd Rosenbluth, head of ETF & mutual fund research at CFRA, to discuss consumer resiliency.

CNBC Television • Aug 23, 2021

Reopening trades resurface. Ways to play the move using ETFs

Bryon Lake, head of Americas ETF client at J.P. Morgan Asset Management, and Todd Rosenbluth, senior director of ETF and mutual fund research at CFRA, break down how to play resurgent reopening trades.

CNBC Television • Aug 23, 2021

Best ETFs for Investors Betting on a Value Rebound

These could be some of the best ETFs to buy if the value factor gets its act together. Here's what you need to know about each.

InvestorPlace • Jun 21, 2019