Descubre el potencial de las compañías subvaluadas en el mercado actual con J.P. Morgan Asset Management

En J.P. Morgan Asset Management, creemos que la inversión basada en factores continúa siendo una de las estrategias más efectivas para construir portafolios resilientes y mejorar los retornos a largo plazo. Factores como value, quality y momentum han demostrado históricamente la capacidad de generar retornos superiores a través de distintos ciclos de mercado mediante un enfoque disciplinado y repetible. En particular, en el mercado accionario de Estados Unidos, el factor value continúa representando una oportunidad atractiva en el entorno actual. A medida que los mercados accionarios se concentran cada vez más en un grupo reducido de compañías de alto crecimiento, la dispersión de valuaciones entre sectores se ha ampliado significativamente, creando puntos de entrada atractivos para empresas con sólidos fundamentals que cotizan por debajo de su valor intrínseco.
 

Creemos que invertir en el factor value tiene sentido porque combina valuaciones relativas atractivas con el potencial de reversión hacia la media en el largo plazo (como se muestra en la gráfica de abajo). Históricamente, los períodos de liderazgo extremo de las acciones de crecimiento han sido seguidos por un mejor rendimiento de compañías subvaluadas, conforme los fundamentales del mercado se normalizan.

Fuente: J.P. Morgan Asset Management, datos al 31 de marzo del 2026.

En este contexto, un ETF enfocado en el factor value podría ofrecer acceso eficiente y diversificado a empresas con fundamentos sólidos, valuaciones descontadas y potencial de apreciación a medida que mejora el sentimiento del mercado. Por lo que, les compartimos el siguiente ETF de J.P. Morgan Asset Management (JVAL), que, a través de un enfoque sistemático y respaldado por investigación, ofrece una solución diferenciada diseñada para capturar retornos de largo plazo y fortalecer la diversificación de los portafolios.

JVAL es un ETF que busca dar exposición al factor value en acciones estadounidenses de gran capitalización, seleccionando compañías subvaluadas según distintas métricas como P/E, P/B y precio/flujo de caja. Mantiene pesos sectoriales similares al Russell 1000 y, limita la ponderación de cada acción a un máximo de 2.25%, lo que contribuye a un portafolio diversificado.

A continuación se incluyen algunas características de este ETF:

Fuente: J.P. Morgan Asset Management, datos al 31 de marzo del 2026.

Para más información sobre JVAL consulta el siguiente enlace: liga a página web

 

Aviso legal por parte del autor

For the purposes of MiFID II, the JPM Market Insights and Portfolio Insights programs are marketing communications and are not in scope for any MiFID II / MiFIR requirements specifically related to investment research. Furthermore, the J.P. Morgan Asset Management Market Insights and Portfolio Insights programs, as non-independent research, have not been prepared in accordance with legal requirements designed to promote the independence of investment research, nor are they subject to any prohibition on dealing ahead of the dissemination of investment research.

This document is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction, nor is it a commitment from J.P. Morgan Asset Management or any of its subsidiaries to participate in any of the transactions mentioned herein. Any examples used are generic, hypothetical and for illustration purposes only. This material does not contain sufficient information to support an investment decision, and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and determine, together with their own financial professional, if any investment mentioned herein is believed to be appropriate to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Both past performance and yields are not reliable indicators of current and future results.

J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies at https://am.jpmorgan.com/global/privacy.

This communication is issued by the following entities:

In the United States, by J.P. Morgan Investment Management Inc. or J.P. Morgan Alternative Asset Management, Inc., both regulated by the Securities and Exchange Commission; in Latin America, for intended recipients’ use only, by local J.P. Morgan entities, as the case may be. In Canada, for institutional clients’ use only, by JPMorgan Asset Management (Canada) Inc., which is a registered Portfolio Manager and Exempt Market Dealer in all Canadian provinces and territories except the Yukon and is also registered as an Investment Fund Manager in British Columbia, Ontario, Quebec and Newfoundland and Labrador. In the United Kingdom, by JPMorgan Asset Management (UK) Limited, which is authorized and regulated by the Financial Conduct Authority; in other European jurisdictions, by JPMorgan Asset Management

(Europe) S.à r.l. In Asia Pacific (“APAC”), by the following issuing entities and in the respective jurisdictions in which they are primarily regulated: JPMorgan Asset Management (Asia Pacific) Limited, or JPMorgan Funds (Asia) Limited, or JPMorgan Asset Management Real Assets (Asia) Limited, each of which is regulated by the Securities and Futures Commission of Hong Kong; JPMorgan Asset Management (Singapore) Limited (Co. Reg. No. 197601586K), this advertisement or publication has not been reviewed by the Monetary Authority of Singapore; JPMorgan Asset Management (Taiwan) Limited; JPMorgan Asset Management (Japan) Limited, which is a member of the Investment Trusts Association, Japan, the Japan Investment Advisers Association, Type II Financial Instruments Firms Association and the Japan Securities Dealers Association and is regulated by the Financial Services Agency (registration number “Kanto Local Finance Bureau (Financial Instruments Firm) No. 330”); in Australia, to wholesale clients only as defined in section 761A and 761G of the Corporations Act 2001 (Commonwealth), by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919). For all other markets in APAC, to intended recipients only.

For U.S. only: If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance.

Copyright 2026 JPMorgan Chase & Co. All rights reserved.