JPMorgan Active Small Cap Value ETF (JPSV) 497K Filed

J.P. Morgan Exchange-Traded Fund Trust 497K Filing Summary
FieldDetail
CompanyJ.P. Morgan Exchange-Traded Fund Trust
Form Type497K
Filed DateMar 24, 2026
Risk Levellow
Pages1
Reading Time1 min
Sentimentneutral

Complexity: simple

Sentiment: neutral

Topics: prospectus, ETF, regulatory-filing, fund-update

Related Tickers: JPSV

TL;DR

**JPSV's latest prospectus is out, confirming its active status and regulatory compliance.**

AI Summary

J.P. Morgan Exchange-Traded Fund Trust filed a 497K Summary Prospectus on March 24, 2026, for its JPMorgan Active Small Cap Value ETF (JPSV). This filing, with an accession number of 0001193125-26-121787, confirms the fund's operational status and provides updated information for investors. For current or prospective shareholders, this means the fund is actively managed and continues to operate under its stated investment objectives, offering transparency and ensuring compliance with regulatory requirements.

Why It Matters

This filing confirms the continued operation and regulatory compliance of the JPMorgan Active Small Cap Value ETF (JPSV), providing current and potential investors with updated fund information.

Risk Assessment

Risk Level: low — This is a routine regulatory filing (497K) that updates a fund's prospectus, indicating normal operational status rather than a specific risk event.

Analyst Insight

Investors should review the updated summary prospectus for JPSV to ensure it aligns with their investment goals and risk tolerance, as this filing confirms the fund's ongoing operational details.

Key Numbers

  • 2026-03-24 — Filing Date (Date the 497K was filed and became effective, confirming the latest information for investors.)
  • 4667 — Document Size (bytes) (Indicates the size of the HTML document for the 497K filing, showing the extent of the updated prospectus.)

Key Players & Entities

  • J.P. Morgan Exchange-Traded Fund Trust (company) — Filer of the 497K document
  • JPMorgan Active Small Cap Value ETF (company) — The specific fund detailed in the prospectus
  • JPSV (company) — Ticker symbol for the JPMorgan Active Small Cap Value ETF
  • 0001485894 (dollar_amount) — CIK for J.P. Morgan Exchange-Traded Fund Trust
  • 0001193125-26-121787 (dollar_amount) — SEC Accession No. for the filing
  • 2026-03-24 (dollar_amount) — Filing and Effectiveness Date

FAQ

What is the purpose of this 497K filing by J.P. Morgan Exchange-Traded Fund Trust?

The 497K filing is a Summary Prospectus for certain open-end management investment companies, specifically for the JPMorgan Active Small Cap Value ETF (JPSV), filed pursuant to Securities Act Rule 497(K). It provides updated information about the fund to investors.

Which specific ETF is covered by this 497K filing?

This 497K filing specifically covers the JPMorgan Active Small Cap Value ETF, which has the ticker symbol JPSV and is identified by Class/Contract C000240858 and Series S000079652.

When was this 497K filing made and when did it become effective?

The filing date for this 497K document was March 24, 2026, and it also became effective on the same date, March 24, 2026, as indicated by the 'Accepted' and 'Effectiveness Date' fields.

What is the CIK for the J.P. Morgan Exchange-Traded Fund Trust?

The Central Index Key (CIK) for the J.P. Morgan Exchange-Traded Fund Trust (Filer) is 0001485894, as stated in the filing details.

Where is the mailing and business address for J.P. Morgan Exchange-Traded Fund Trust?

Both the mailing and business address for J.P. Morgan Exchange-Traded Fund Trust are listed as 390 MADISON AVENUE, NEW YORK, NY 10017, according to the filing.

Filing Stats: 371 words · 1 min read · ~1 pages · Grade level 10.9 · Accepted 2026-03-24 16:04:05

Filing Documents

From the Filing

.P. MORGAN EXCHANGE-TRADED FUND TRUST J.P. Morgan Exchange-Traded Fund Trust J.P. MORGAN EXCHANGE-TRADED FUND TRUST J.P. Morgan Exchange-Traded Funds JPMorgan Active Small Cap Value ETF (the "Fund") Supplement dated March 24, 2026 to the current Summary Prospectus, Prospectus and Statement of Additional Information, as supplemented The Board has approved a change to the Fund's structure from a "non-transparent" or "semi-transparent" ETF, which does not publicly disclose its portfolio holdings on a daily basis, to a "transparent" ETF that will disclose its portfolio holdings daily and operate in reliance on Rule 6c-11 under the Investment Company Act of 1940, as amended, effective on or about April 20, 2026 (the "Effective Date"). In connection with this change, the Fund will no longer publish a "Proxy Portfolio" that is designed to closely track the Fund's daily performance but is not the Fund's actual portfolio holdings. Accordingly, references to the "Proxy Portfolio" in the Fund's Summary Prospectus, Prospectus and Statement of Additional Information will be removed. In addition, in connection with the change in the Fund's structure, the Fund will no longer operate in reliance on an exemptive order from the U.S. Securities and Exchange Commission (the "Order"). The Order permitted the Fund to operate without publicly disclosing its portfolio holdings daily, but limited the types of investments the Fund was permitted to hold to those listed in the Fund's application for the Order, including limiting the Fund's investments to only those that are U.S. exchange-traded instruments as well as cash and cash equivalents. Because the Fund will no longer operate in reliance on the Order, the Board approved corresponding changes to the Fund's principal investment strategies to remove references to the terms, requirements and limitations of the Order, as applicable. In connection with these changes, the Fund will also implement corresponding changes to its principal risks. The Fund's investment objective, fees and expenses will not change as a result of the changes to the Fund's structure and principal investment strategies described above. In addition, as of the Effective Date, the Fund's portfolio holdings will be publicly disclosed each day on the Fund's website at www.jpmorganfunds.com. INVESTORS SHOULD RETAIN THIS SUPPLEMENT WITH THE SUMMARY PROSPECTUS, PROSPECTUS AND STATEMENT OF ADDITIONAL INFORMATION FOR FUTURE REFERENCE SUP-JPSV-ETF-326

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