Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Eli Lilly & Co (NYSE:LLY), Walmart (NYSE:WMT), Exxon Mobil Corp (NYSE:XOM), Unitedhealth Group (NYSE:UNH), Procter & Gamble Company (NYSE:PG).
Industry description
The investment seeks to provide long-term capital appreciation.
The adviser seeks to meet its objective by investing primarily in equities, including common stock, preferred stock and bonds which are convertible to common stock, that the adviser identifies to be attractively valued given their growth potential over a long-term time horizon. The securities held by the fund will predominantly be of companies with market capitalizations similar to those within the universe of the Russell 1000 Value Index (which includes both large cap and mid cap companies).
Market Cap
The average market capitalization across the JPMorgan Active Value ETF ETF is 161.93B. The market cap for tickers in the group ranges from 3.37B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is KTB at 3.37B.
High and low price notable news
The average weekly price growth across all stocks in the JPMorgan Active Value ETF ETF was 14%. For the same ETF, the average monthly price growth was 18%, and the average quarterly price growth was 64%. SQ experienced the highest price growth at 11%, while ABBV experienced the biggest fall at -15%.
Volume
The average weekly volume growth across all stocks in the JPMorgan Active Value ETF ETF was -11%. For the same stocks of the ETF, the average monthly volume growth was -2% and the average quarterly volume growth was 23%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 48
Price Growth Rating: 38
SMR Rating: 48
Profit Risk Rating: 41
Seasonality Score: 29 (-100 ... +100)