JAVA — JPMorgan Active Value ETF
Data updated: 2026-05-29
JAVA — JPMorgan Active Value ETF data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Value Equity · $5.97B AUM · 0.44% expense ratio · 14.5% 1-yr return. From SEC regulatory filings.
JAVA Fund Overview
JAVA — JPMorgan Active Value ETF is a US ETF managed by J.P. Morgan Exchange-Traded Fund Trust, categorised as United States Large Cap Value Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US ETF
- Manager: J.P. Morgan Exchange-Traded Fund Trust
- Category: United States Large Cap Value Equity
- Assets under management: $5.97B
- 1-year return: 14.5%
- Ticker: JAVA
- SEC CIK: 0001485894
- SEC series ID: S000072931
- Share class ID: C000229631
JAVA Holdings
Top 10 holdings of JPMorgan Active Value ETF by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Wells Fargo & Co. | 2.69% |
| Alphabet, Inc. | 2.53% |
| Berkshire Hathaway, Inc. | 2.52% |
| Bank of America Corp. | 2.21% |
| Amazon.com, Inc. | 2.06% |
| Johnson & Johnson | 1.91% |
| Meta Platforms, Inc. | 1.85% |
| Chevron Corp. | 1.78% |
| Philip Morris International, Inc. | 1.75% |
| JPMorgan Prime Money Market Fund | 1.74% |
JAVA Portfolio Allocation
Asset-class allocation of JPMorgan Active Value ETF by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 98.1% |
| Cash & Equivalents | 1.9% |
JAVA Performance
Total returns for JAVA (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 0.2% |
| 1 year | 14.5% |
| 3 years (annualised) | 13.4% |
JAVA Risk Information
Risk metrics for JAVA, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 10.0%
JAVA Costs and Fees
JAVA costs about $44 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.44%
- Gross expense ratio: 0.44%
- Portfolio turnover: 111%
- Brokerage commissions: 2.69 bps of average net assets (SEC N-CEN)
JAVA Cashflows
Over the 12 months to 2026-03, JPMorgan Active Value ETF had net inflows of $2.26B, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | $272.92M |
| 2026-02 | $259.96M |
| 2026-01 | $244.62M |
| 2025-12 | $333.07M |
| 2025-11 | $398.92M |
| 2025-10 | $72.62M |
JAVA Debt Constituents
No individual debt constituents are reported in JPMorgan Active Value ETF's latest SEC N-PORT filing.
JAVA Prospectus and SEC Filings
Official JPMorgan Active Value ETF filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Large Cap Value Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.