Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.24% 0.12% 360.74M 14289.00
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.82% 24.00% 10.85M Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan Diversified Factor US Mid Cap Equity Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Value
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
JPM Div Factor US MC Eq TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Joe Staines 7.38 yrs
Yazann Romahi 7.38 yrs
Yegang(Steven) Wu 7.38 yrs
Natalia Zvereva 1.42 yrs

Performance Versus Category

 
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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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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 15, 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
19.08%
-8.90%
25.88%
8.40%
28.89%
-10.12%
11.27%
2.37%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.56%
13.31%
-14.81%
32.02%
6.21%
24.10%
-13.16%
15.65%
2.37%
21.90%
-8.86%
32.27%
0.36%
27.43%
-5.90%
7.00%
2.69%
20.07%
-10.35%
24.29%
14.14%
24.78%
-13.55%
11.75%
4.45%
19.37%
-13.85%
21.30%
17.59%
30.70%
-15.90%
18.17%
3.49%
As of April 15, 2024.

Asset Allocation

As of April 11, 2024.
Type % Net % Long % Short
Cash 0.11% Upgrade Upgrade
Stock 99.89% 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 JP Morgan Diversified Factor US Mid Cap Equity Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Value
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
JPM Div Factor US MC Eq TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Joe Staines 7.38 yrs
Yazann Romahi 7.38 yrs
Yegang(Steven) Wu 7.38 yrs
Natalia Zvereva 1.42 yrs

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