PortView
JPMorgan U.S. Large Cap Value Plus (JLVP) ETF Holdings & Analysis
ETFOther
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 | 4.99% | |
| MICROSOFT CORP COMMON | 3.52% | |
| SERVICENOW INC COMMON | 2.17% | |
| META PLATFORMS INC | 2.11% | |
| HUBSPOT INC COMMON STOCK | 1.65% | |
| BANK OF AMERICA CORP | 1.58% | |
| JPMORGAN PRIME MONEY | 1.57% | |
| BERKSHIRE HATHAWAY INC | 1.53% | |
| VIVMARK RESIDENTIAL REIT | 1.40% | |
| APPLE INC COMMON STOCK | 1.34% |
Sector allocation
| Basic Materials | 5.81% |
| Cash & Others | 2.55% |
| Communication Services | 7.43% |
| Consumer Cyclical | 4.39% |
| Consumer Defensive | 0.98% |
| Energy | 4.35% |
| Financial Services | 13.38% |
| Healthcare | 15.28% |
| Industrials | 8.92% |
| Real Estate | 5.86% |
| Technology | 27.57% |
Geographic allocation
| United States | 94.36% |
| Other | 2.88% |
| Ireland | 2.79% |
| Netherlands | 1.64% |
| Uruguay | 0.27% |
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.
Analyze JLVP in PortView →Related securities
Related stocks
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, NOW, META, HUBS.
- 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.