JPEF
JPMorgan Equity Focus ETF
1 year +8.7%Assets$2.04BJPMorgan
Fee0.49%a year
Yield0.6%
This year+7.9%
5 years+11.5%a year on average
Components41top 10: 45%
Returns
This year
+7.9%
1 year
+8.7%
3 years, yearly
+21.5%
5 years, yearly
+11.5%
10 years, yearly
+14.9%
The fund's own total return. Volatility 11.6% over one year, 12.5% over three; Sharpe ratio over three years 1.17.
Sectors
Technology35.9%
Financial Services13.8%
Healthcare10.5%
Industrials10.2%
Communication Services8.6%
Consumer Cyclicals7.4%
Energy4.3%
Basic Materials2.6%
Utilities2.6%
Consumer Defensive2.5%
Real Estate2.5%
Regions
North America100.0%
Asset classes
Stock US100.8%
Stock non-US1.8%
Cash1.8%
About the fund
- Issuer
- JPMorgan
- Since
- 2011-07-29
- Listed on
- NASDAQ
- ISIN
- US46654Q7815
- Turnover
- 0% a year
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.
From the market data provider's fund data, read 2026-10-25. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.