JPMorgan Core Plus Bond ETF (JCPB)
45.74
-0.10
(-0.23%)
USD |
BATS |
Dec 04, 15:43
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.40% | 0.25% | 2.058B | 426437.6 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 4.39% | 81.00% | 1.455B | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks a high level of current income by investing primarily in a diversified portfolio of high-, medium- and low-grade debt securities. As a matter of non-fundamental policy, the fund will ordinarily invest at least 80% of its assets in bonds. The fund's average weighted maturity will ordinarily range between five and twenty years. The balance of the fund's assets are not required to meet any minimum quality rating although the fund will not, under normal circumstances, invest more than 30% of its assets in below investment grade securities (or the unrated equivalent). |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Value |
| Fixed Income Style | Medium Quality/Moderate Sensitivity |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Category Name | Intermediate Core-Plus Bond |
| Category Index | Bloomberg US Universal TR USD |
| Global Category Name | US Fixed Income |
| YCharts Categorization | US Fixed Income |
| YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
| Prospectus Objective | Income |
| Fund Owner Firm Name | JPMorgan |
| Prospectus Benchmark Index | |
| Bloomberg US Agg Bond TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
| Manager Tenure | |
| J. Andrew Norelli | 4.76 yrs |
| Richard Figuly | 4.76 yrs |
| Steven Lear | 4.76 yrs |
| Lisa Coleman | 3.34 yrs |
| Thomas Hauser | 3.34 yrs |
| Kay Herr | 0.44 yrs |
Performance Versus Category
As of December 01, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of December 01, 2023.
Basic Info
| Investment Strategy | |
| The investment seeks a high level of current income by investing primarily in a diversified portfolio of high-, medium- and low-grade debt securities. As a matter of non-fundamental policy, the fund will ordinarily invest at least 80% of its assets in bonds. The fund's average weighted maturity will ordinarily range between five and twenty years. The balance of the fund's assets are not required to meet any minimum quality rating although the fund will not, under normal circumstances, invest more than 30% of its assets in below investment grade securities (or the unrated equivalent). |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Value |
| Fixed Income Style | Medium Quality/Moderate Sensitivity |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Category Name | Intermediate Core-Plus Bond |
| Category Index | Bloomberg US Universal TR USD |
| Global Category Name | US Fixed Income |
| YCharts Categorization | US Fixed Income |
| YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
| Prospectus Objective | Income |
| Fund Owner Firm Name | JPMorgan |
| Prospectus Benchmark Index | |
| Bloomberg US Agg Bond TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
| Manager Tenure | |
| J. Andrew Norelli | 4.76 yrs |
| Richard Figuly | 4.76 yrs |
| Steven Lear | 4.76 yrs |
| Lisa Coleman | 3.34 yrs |
| Thomas Hauser | 3.34 yrs |
| Kay Herr | 0.44 yrs |