JPMorgan Active Small Cap Value ETF
JPSV
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- JPMorgan Active Small Cap Value ETF (JPSV) is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing primarily in high-quality U.S. small-cap value equity securities; it employs a bottom-up approach to select stocks exhibiting niche leadership, reduced cyclicality, strong management, flexible capital allocation, and attractive valuations; the fund utilizes the NYSE Active Proxy Model, disclosing a daily proxy portfolio rather than its full actual holdings to enhance tax efficiency and mitigate front-running risks while maintaining intraday liquidity. The ETF targets undervalued small-cap companies with potential for capital growth, holding approximately 111 securities across sectors including financials (32.4%), real estate (10.5%), industrials (12.6%), and consumer discretionary (8.5%), with top holdings such as Selective Insurance Group, Old National Bancorp, SouthState Corp, and Group 1 Automotive; it benchmarks against the Russell 2000 Value Index but pursues absolute outperformance through active management led by portfolio manager Lawrence Playford, supported by Jeremy Miller and Ryan Jones; as of July 2025, assets under management stand at approximately $23 million, with a gross/net expense ratio of 0.74% and a Morningstar Silver Medalist rating. Launched on March 7, 2023, by J.P. Morgan Asset Management, a division of JPMorgan Chase & Co., and listed on NYSE Arca, JPSV operates from headquarters at 270 Park Avenue, New York, New York, as part of the J.P. Morgan Exchange-Traded Fund Trust; it focuses on U.S. equity markets, serving investors seeking small value exposure with a conservative style characterized by a price-to-earnings ratio of 12.86 and weighted average market cap of $3.74 billion. Recent developments include sustained asset growth to over $24 million by late 2025 and a trailing twelve-month dividend yield of 1.23%, reflecting resilient performance amid small-cap volatility; the fund maintained its non-transparent active structure without major reorganizations, while J.P. Morgan Asset Management pursued broader ETF expansions, such as proposing conversions of $4.6 billion in mutual funds to ETFs in 2026 and partnerships like with BUX for multi-asset portfolios; no JPSV-specific acquisitions, new launches, or strategic shifts were reported in 2024-2025, underscoring operational stability.