JPMorgan Carbon Transition US Eq ETF (JCTR)
70.22
+0.31
(+0.44%)
USD |
NYSEARCA |
May 09, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.15% | -0.03% | 5.242M | 371.37 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.74% | 20.00% | -18.51M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure. |
| 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 | |
| JPM AM Carb Transi US Eq TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Aijaz Hussain | 3.39 yrs |
| Yazann Romahi | 3.39 yrs |
| Natalia Zvereva | 1.50 yrs |
Performance Versus Category
As of May 09, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 09, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure. |
| 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 | |
| JPM AM Carb Transi US Eq TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Aijaz Hussain | 3.39 yrs |
| Yazann Romahi | 3.39 yrs |
| Natalia Zvereva | 1.50 yrs |