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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.02% -0.00% 3.434B 138583.3
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.22% 3.00% 1.179B Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Morningstar® US Target Market Exposure IndexSM. The underlying index is a free float adjusted market capitalization weighted index which consists of equity securities primarily traded in the United States. The underlying index targets 85% of those stocks by market capitalization, and primarily includes large- and mid-cap companies. The fund will invest at least 80% of its assets in securities included in the underlying index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
Morningstar US TME TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Alex Hamilton 5.23 yrs
Michael Loeffler 5.23 yrs
Nicholas D’Eramo 5.23 yrs
Oliver Furby 5.23 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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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 18, 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
--
--
--
18.60%
25.59%
-19.47%
27.19%
15.35%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
15.82%
23.80%
-7.77%
26.58%
9.80%
19.53%
-18.87%
27.08%
15.50%
21.30%
-4.77%
31.99%
18.52%
28.78%
-18.10%
26.24%
15.79%
21.13%
-9.64%
26.12%
11.11%
25.01%
-14.76%
25.87%
16.82%
23.25%
-4.24%
31.61%
19.89%
28.06%
-19.59%
26.37%
16.14%
As of June 18, 2024.

Asset Allocation

As of June 17, 2024.
Type % Net % Long % Short
Cash 0.91% Upgrade Upgrade
Stock 99.09% 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 Target Market Exposure IndexSM. The underlying index is a free float adjusted market capitalization weighted index which consists of equity securities primarily traded in the United States. The underlying index targets 85% of those stocks by market capitalization, and primarily includes large- and mid-cap companies. The fund will invest at least 80% of its assets in securities included in the underlying index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
Morningstar US TME TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Alex Hamilton 5.23 yrs
Michael Loeffler 5.23 yrs
Nicholas D’Eramo 5.23 yrs
Oliver Furby 5.23 yrs

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