ETFdb Logo
ETFdb Logo
  • ETF Database
  • Channels
    • Active ETF
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Disruptive Technology
    • Energy Infrastructure
    • ESG
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Fixed Income
    • Free Cash Flow
    • Gold/Silver/Critical Minerals
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Market Insights
    • Modern Alpha
    • Night Effect
    • Portfolio Strategies
    • Retirement Income
    • Richard Bernstein Advisors
    • Tax Efficient Income
    • Volatility Resource
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
    • ETF Data for Journalists
    • ETF Nerds
  • Research
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF Trends on Videos
    • ETF Trends on Podcasts
    • ETF Prime Podcast
  • Company
    • About VettaFi
    • Get VettaFi’ed
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. Small-Cap Value ETF Launched by JP Morgan
News
Share

Small-Cap Value ETF Launched by JP Morgan

James ComtoisMar 08, 2023
2023-03-08

JPMorgan Asset Management today announced the launch of the JPMorgan Active Small Cap Value ETF (JPSV ), an actively managed small-cap fund that seeks to outperform the Russell 2000 Value Index. The fund will use the New York Stock Exchange Active Proxy Model and be traded on NYSE Arca.

The strategy employs a bottom-up approach and aims to identify high-quality small-cap companies at attractive valuations. Lawrence (Larry) Playford, co-portfolio manager of the JPMorgan Mid Cap Value Fund and the JPMorgan Small Cap Blend Fund, will serve as lead portfolio manager for JPSV.

“Active small cap value can be a compelling addition to investor portfolios. As a leader in active management with a demonstrated track record of success, J.P. Morgan is uniquely positioned to deliver this strategy,” said Bryon Lake, head of Americas ETFs at JPMorgan Asset Management. “JPSV is our first ETF launched with the NYSE Active Proxy Model and we are confident this structure and portfolio will meet investor needs. This is an exciting addition to the rest of our actively managed range.”

JPMorgan’s application of the model provides a daily proxy portfolio that is substantially similar to the actual portfolio, facilitating efficient trading of the ETF shares and maintaining the tax efficiency of the ETF structure.

“We are pleased to collaborate with J.P. Morgan Asset Management on the launch of JPSV,” said Douglas Yones, head of exchange traded products at the NYSE. “By utilizing the NYSE Model, JPSV can provide investors greater access to this active strategy, while maintaining the intraday liquidity and tax efficiency they expect from ETFs.”

The addition of JPSV brings a differentiated offering to JPMorgan Asset Management’s full U.S. suite of ETFs, which now boasts more than $100 billion in assets under management. JPMorgan Asset Management ranks as a top 10 ETF issuer in the U.S. with respect to AUM and number two in net active flows across active ETFs in the U.S. for 2022.

“JPMorgan has become the leading provider of actively managed ETFs, with many advisors turning to their experienced teams for security selection help in 2023,” said Todd Rosenbluth, head of research at VettaFi. “JPMorgan Equity Premium Income (JEPI A) is one of the most researched tickers on VettaFi’s platforms. It is great to see the firm round out their lineup to support asset allocation strategies.”

JPSV carries an expense ratio of 74 basis points.

For more news, information, and analysis, visit VettaFi | ETFDB.


Content continues below advertisement

» Popular Pages

  • Tickers
  • Articles

Mar 29

DURA Is a Durable Option for Income and Value Investors

Mar 29

This ETF Supported by Buoyant AI Forecast

Mar 29

Warm Winter Continues to Put European Climate Change in Focus

Mar 29

China’s First Hydrogen-Powered Ship Hints at Growth Potential

Mar 29

What’s Behind Big Spike for Currency-Hedged Japan ETFs?

Mar 29

Nasdaq-100 Index Home to Some Discounted Quality Stocks

Mar 29

Keep Volatility Checked Despite Bank Worries with DBMF

Mar 28

2Q 2023 Market Insights - The Soft Landing Facade

Mar 28

RELX Uses Free Cash Flow to Acquire 9 Companies

Mar 28

As Spring Arrives, Bank on an ESG Rebound in IRBA

QQQ

Invesco QQQ Trust

SPY

SPDR S&P 500 ETF Trust

VOO

Vanguard S&P 500 ETF

VGT

Vanguard Information...

SMH

VanEck Semiconductor ETF

XLK

Technology Select Sector SPDR...

VTI

Vanguard Total Stock Market...

SOXX

iShares Semiconductor ETF

BLOK

Amplify Transformational Data...

META

Roundhill Ball Metaverse ETF


Content continues below advertisement

Loading Articles...
Help & Info
  • Contact Us
Tools
  • ETF Screener
  • ETF Analyzer
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Performance Visualizer
  • ETF Database Model Portfolios
  • ETF Database Realtime Ratings
  • ETF Database Pro
More Tools
  • ETF Launch Center
  • Financial Advisor & RIA Center
  • ETF Database RSS Feed
Explore ETFs
  • ETF News
  • ETF Picks of the Month
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Best ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Legal
  • Terms of Use and Privacy Policy
  • © 2023 VettaFi LLC. All rights reserved.
Follow ETF Database
Follow ETF Database

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X