Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.07% 0.04% 1.581B 28725.07
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.31% 25.00% -246.20M Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Morningstar® US Mid Cap Target Market Exposure Extended IndexSM. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index consists of equity securities primarily traded in the United States and targets those securities that fall between the 85th and 95th percentiles in market capitalization of the free float adjusted investable universe.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index Russell Mid Cap TR USD
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Growth
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
Morningstar US Mid TME Ext TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Alex Hamilton 3.97 yrs
Michael Loeffler 3.97 yrs
Nicholas D’Eramo 3.97 yrs
Oliver Furby 3.97 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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--
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Total Return (NAV)
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--
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--
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 01, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
17.63%
-19.77%
18.36%
1.80%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
5.68%
15.10%
-10.33%
25.20%
13.48%
24.77%
-13.13%
16.47%
3.32%
17.66%
-11.23%
26.97%
16.03%
25.04%
-13.57%
20.38%
1.73%
16.26%
-11.18%
26.10%
13.58%
24.71%
-13.10%
16.42%
3.40%
15.92%
-11.28%
25.78%
13.53%
24.54%
-13.28%
16.09%
3.32%
As of May 01, 2024.

Asset Allocation

As of April 26, 2024.
Type % Net % Long % Short
Cash 0.79% Upgrade Upgrade
Stock 99.21% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Morningstar® US Mid Cap Target Market Exposure Extended IndexSM. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index consists of equity securities primarily traded in the United States and targets those securities that fall between the 85th and 95th percentiles in market capitalization of the free float adjusted investable universe.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index Russell Mid Cap TR USD
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Growth
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
Morningstar US Mid TME Ext TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Alex Hamilton 3.97 yrs
Michael Loeffler 3.97 yrs
Nicholas D’Eramo 3.97 yrs
Oliver Furby 3.97 yrs

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