Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.12% 0.05% 4.001B 620944.0
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.18% 21.00% 2.465B Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Quality Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. "Assets" means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent quality factor characteristics.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
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 US Quality Factor TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Joe Staines 6.40 yrs
Yazann Romahi 6.40 yrs
Yegang(Steven) Wu 6.40 yrs
Natalia Zvereva 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)
--
--
--
--
--
--
--
--
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 April 22, 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
--
-2.97%
28.48%
16.52%
28.67%
-13.46%
25.13%
5.04%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
5.50%
26.93%
-5.36%
29.55%
13.85%
24.45%
-6.34%
18.66%
4.09%
21.67%
-3.65%
32.44%
12.40%
26.73%
-14.14%
21.77%
5.59%
21.13%
-9.64%
26.12%
11.11%
25.01%
-14.76%
25.87%
6.55%
30.57%
-7.48%
39.06%
4.38%
48.88%
-19.81%
24.43%
7.68%
As of April 22, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 0.19% Upgrade Upgrade
Stock 99.81% 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 US Quality Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. "Assets" means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent quality factor characteristics.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
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 US Quality Factor TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Joe Staines 6.40 yrs
Yazann Romahi 6.40 yrs
Yegang(Steven) Wu 6.40 yrs
Natalia Zvereva 1.42 yrs

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