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ETFs

J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Focus ETF

JPEF
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jul 29 2011
Expense Ratio
0.50%
Type
US Equities
Fund Owner
JPMorgan Chase
Volume (1m avg. daily)
$960,262
AUM
$220,052,138
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

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Apple Inc
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Alphabet Inc - Ordinary Shares - Class C
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META
Meta Platforms Inc - Ordinary Shares - Class A
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L
Loews Corp.
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BRK/B
Berkshire Hathaway Inc. - Ordinary Shares - Class B
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NVDA
NVIDIA Corp
3.38%
MA
Mastercard Incorporated - Ordinary Shares - Class A
3.22%
REGN
Regeneron Pharmaceuticals, Inc.
2.91%
Invest with JPEF

What is JPEF?

Designed to provide long-term capital appreciation through a limited portfolio of U.S. growth and value equity securities. Invests in a focused portfolio of growth and value stocks with the flexibility to invest more heavily in either style based on market conditions. Looks for companies with durable franchises, sustainable competitive positions, strong management and strong balance sheets.

ETFs related toJPEF

ETFs correlated to JPEF include GAUG, ESGV, MGC

JPEF
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
GAUG
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Moderate Buffer ETF - August
ESGV
Vanguard Group, Inc. - Vanguard ESG U.S. Stock ETF
MGC
Vanguard Group, Inc. - Vanguard Mega Cap 300 Index ETF
STRV
EA Series Trust - Strive 500 ETF
SFY
Tidal ETF Trust - SoFi Select 500 ETF
PBUS
Invesco Capital Management LLC - Invesco MSCI USA ETF
GSUS
Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
SNPE
DBX ETF Trust - Xtrackers S&P 500 ESG ETF
USPX
Franklin Templeton ETF Trust - Franklin U.S. Equity Index ETF
VOTE
Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toJPEF

#DSS

Diversify with Sin Stocks

Category

Grow Your Portfolio, Diversification

Risk Rating

Aggressive

#CV

Controlling for Volatility

Category

Getting Defensive, Worried about Inflation?

Risk Rating

Moderate

Create your own algorithmic trading strategy with JPEF using Composer

FAQ

JPEF is a US Equities ETF. Designed to provide long-term capital appreciation through a limited portfolio of U.S. growth and value equity securities. Invests in a focused portfolio of growth and value stocks with the flexibility to invest more heavily in either style based on market conditions. Looks for companies with durable franchises, sustainable competitive positions, strong management and strong balance sheets.

Yes, JPEF is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, JPEF is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on JPEF is -0.0038%. This is the percent change in the value of JPEF over the most recent 1-month period. The 3-month return on JPEF is %. This is the percent change in the value of JPEF over the most recent 3-month period.

ETFs similar to JPEF include VIG, VYM, and DFAS.

ETFs correlated to JPEF include GAUG, ESGV, and MGC.

ETFs that are inversely correlated to JPEF include SDS, SPDN, and SPXS.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.