Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.24% 0.05% 1.018B 93892.03
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.20% 29.00% 69.85M Upgrade

Basic Info

Investment Strategy
The investment seeks to provide investment results that correspond to or incrementally exceed the total return performance of the S&P 1000 Index that tracks the performance of the small- and mid-capitalization equity markets. Under normal circumstances, the fund will hold at least 80% of its assets in stocks in the index. The index is an index which includes stocks of small- and mid-capitalization companies. The fund may use futures contracts to gain or reduce exposure to its index, maintain liquidity and minimize transaction costs.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Small Blend
Category Index Russell 2000 TR USD
Global Category Name US Equity Small Cap
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective Growth
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
S&P 1000 TR 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Phillip Hart 11.10 yrs
Akash Gupta 4.42 yrs
Wonseok Choi 4.42 yrs
Robert Ippolito 1.42 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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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 April 25, 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
--
--
--
--
--
--
18.10%
3.48%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.30%
--
--
--
8.96%
26.41%
-11.15%
17.39%
2.25%
--
--
27.51%
4.90%
27.69%
-11.39%
10.14%
2.39%
--
--
--
--
23.72%
-9.44%
5.00%
2.14%
12.70%
-8.41%
21.56%
8.37%
26.54%
-12.18%
19.99%
2.60%
As of April 25, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 1.44% Upgrade Upgrade
Stock 98.56% 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 to provide investment results that correspond to or incrementally exceed the total return performance of the S&P 1000 Index that tracks the performance of the small- and mid-capitalization equity markets. Under normal circumstances, the fund will hold at least 80% of its assets in stocks in the index. The index is an index which includes stocks of small- and mid-capitalization companies. The fund may use futures contracts to gain or reduce exposure to its index, maintain liquidity and minimize transaction costs.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Small Blend
Category Index Russell 2000 TR USD
Global Category Name US Equity Small Cap
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective Growth
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
S&P 1000 TR 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Phillip Hart 11.10 yrs
Akash Gupta 4.42 yrs
Wonseok Choi 4.42 yrs
Robert Ippolito 1.42 yrs

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