- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 19 E Eagle Road Havertown PA United States of America 19083
- IPO Date
- Feb 27, 2025
- Business
- JLens 500 Jewish Advocacy U.S. ETF (TOV), a series of EA Series Trust managed by Empowered Funds LLC dba EA Advisers with JLens serving as investment sub-adviser and index provider, seeks to track the total return, before fees and expenses, of the JLens 500 Jewish Advocacy U.S. Index. The ETF provides exposure to large-cap U.S. equity securities from the VettaFi US Equity Large-Cap 500 Index, screened and weighted according to JLens' Jewish value pillars of Combat Antisemitism & Hate (Rodef Shalom), Support for Israel (Shmirat Yisrael), and Repair the World (Tikkun Olam, encompassing Society, Workers, Environment, and Ethical Business); it excludes companies deriving more than 5% of revenue from "Treif" activities such as oil sands production, thermal coal extraction, tobacco, and for-profit prisons, applies scoring metrics from third-party data, corporate reports, and engagements to classify firms as Excellent (overweighted 1.03x), Good (neutral), or Needs Improvement (underweighted 0.97x), and reconstitutes quarterly with approximately 496 holdings as of late 2024, emphasizing replication or representative sampling strategies while committing at least 80% of net assets to U.S.-traded securities. The fund engages in shareholder advocacy through direct management dialogue, proxy voting aligned with Jewish values, and resolutions to promote pillar improvements, such as antisemitism training or anti-BDS stances, targeting institutional and individual investors seeking values-aligned large-cap U.S. equity performance comparable to broad market benchmarks. Launched on February 26, 2025, and listed on NYSE Arca, the ETF is headquartered in New York at JLens' offices (605 Third Avenue, 9th Floor), with JLens founded in 2012 as a 501(c)(3) nonprofit; it recently changed distributors to PINE Distributors LLC effective September 29, 2025, rang the NYSE bell with the Anti-Defamation League on December 17, 2025, to mark its first-year momentum amid rising antisemitism, appointed new board members from financial executives, and achieved advocacy successes including 46.8% shareholder support for its Meta antisemitism proposal (the highest human rights vote of 2025) and Microsoft shareholders' rejection of a BDS-aligned proposal.