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JPMorgan U.S. Large Cap Value Plus (JLVP) ETF Holdings & Analysis
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What JLVP does
An actively managed exchange-traded fund that seeks long-term capital appreciation. The fund combines a U.S. large-cap value portfolio with a long/short extension sleeve, taking long positions in stocks viewed as undervalued and short positions in stocks expected to underperform to pursue opportunities on both sides of the equity markets.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| AMAZON.COM INC COMMON | 4.88% | |
| MICROSOFT CORP COMMON | 3.88% | |
| JPMORGAN PRIME MONEY | 3.86% | |
| APPLE INC COMMON STOCK | 3.40% | |
| BERKSHIRE HATHAWAY INC | 1.92% | |
| UNITEDHEALTH GROUP INC | 1.46% | |
| RTX CORP | 1.45% | |
| EXXONMOBIL HOLDINGS CORP | 1.45% | |
| KONTOOR BRANDS INC | 1.26% | |
| AUTOZONE INC COMMON | 1.26% |
Sector allocation
| Healthcare | 20.78% |
| Technology | 17.78% |
| Industrials | 14.14% |
| Financial Services | 12.71% |
| Energy | 8.29% |
| Communication Services | 7.63% |
| Cash & Others | 4.57% |
| Basic Materials | 4.19% |
| Real Estate | 4.05% |
| Utilities | 4.03% |
| Consumer Cyclical | 1.96% |
Geographic allocation
| United States | 133.71% |
| Ireland | 2.42% |
| Netherlands | 1.00% |
| Canada | 0.93% |
| Uruguay | 0.27% |
| United Kingdom | 0.24% |
PortView Portfolio Insights
PortView analyzes how JLVP fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does JLVP track?
- JLVP is the JPMorgan U.S. Large Cap Value Plus ETF, a Other ETF.
- What is the expense ratio of JLVP?
- Expense ratio data for JLVP is shown on the page when available from our data provider.
- What are the largest holdings in JLVP?
- Top holdings include AMZN, MSFT, JPMORGAN PRIME MONEY, AAPL, BRK-B.
- How can PortView analyze JLVP overlap with other ETFs?
- PortView computes the holdings overlap between JLVP and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.