JMIN

JPMorgan U.S. Minimum Volatility ETF
--

43
*Unless otherwise stated, data provided by FactSet.

JMIN Fund Description

JMIN holds lower-volatility US large-cap stocks from the Russell 1000 Index, weighted to emphasize lower-volatility sectors.

JMIN Factset Analytics Insight

JMIN chooses lower-volatility names from the Russell 1000 Index. Using an optimizer, the index allocates between sectors based upon their three-year volatility and correlation of returns, and then allocates between specific securities in those sectors based upon the securities’ two-year volatility. Sector weights may vary between 5% and 20% of the index. JMIN’s fees are in line with other factor-based funds, but it still looks pricey next to the several ultra-low cost plain-vanilla funds in the space.

JMIN MSCI ESG Analytics Insight

JPMorgan U.S. Minimum Volatility ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.47 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. JPMorgan U.S. Minimum Volatility ETF ranks in the 51st percentile within its peer group and in the 56th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

JMIN CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 06/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
JMIN 2.92% 5.13% 17.21% 15.90% -- -- --
JMIN (NAV) 3.59% 5.39% 17.40% 15.27% -- -- --
MSCI USA Large Cap Index 2.17% 3.45% 17.38% 7.78% 14.76% 10.82% 14.51%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

JMIN Top 10 Countries

JMIN Top 10 Sectors

JMIN Top 10 Holdings [View All]

JMIN Summary Data

JPMorgan
11/08/17
Open-Ended Fund
0.12%
$56.59M
$743.36K
0.13%

JMIN Portfolio Data

$60.79B
25.26
3.01
2.08%
06/25/19
221

JMIN Index Data

JP Morgan U.S. Minimum Volatility Index
Tiered
Technical
MSCI USA Large Cap Index

JMIN Portfolio Management

0.12%
--
--
--

JMIN Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

JMIN Fund Structure

Open-Ended Fund
No
Yes
No Policy
N/A
N/A
Medium
Daily
Cboe Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

JMIN Factset Analytics Block Liquidity

As of 06/19/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of JMIN. JMIN is rated a 5 out of 5.

JMIN Tradability

26,274
$743.36K
3,650
$102.46K
0.13%
$0.04
0.04%
2.11% / -1.93%
None
100.00%
50,000
0.07
0.06%
0.01%
--
$29.16
5

JMIN Sector/Industry Breakdown


JMIN
Segment Benchmark
17.59%
13.24%
17.16%
7.80%
16.60%
2.55%
12.88%
14.93%
10.08%
12.81%
6.15%
28.22%
4.56%
8.86%
4.33%
5.44%
4.17%
1.19%
3.53%
2.22%

JMIN Countries


JMIN
Segment Benchmark
100.00%
100.00%

JMIN Regions


JMIN
Segment Benchmark
100.00%
100.00%

JMIN Economic Development


JMIN
Segment Benchmark
100.00%
100.00%

JMIN Performance Statistics

0.78
0.63
0.67
0.63
0.43%
MSCI USA Large Cap Index

JMIN MSCI ESG Ratings

BBB
5.47 / 10
55.99
50.98
13.96%
6.10%
623.39

JMIN BENCHMARK COMPARISON HOLDINGS

221
297
115
30.96%

JMIN BENCHMARK COMPARISON SUMMARY


JMIN
Segment Benchmark
221
297
$60.79B
$266.59B
25.26
21.70
3.01
3.58
2.32%
1.91%
Low
Low

JMIN BENCHMARK COMPARISON MARKET CAP SIZE


JMIN
Segment Benchmark
73.53%
99.65%
25.57%
0.35%
0.70%
0.00%
0.21%
0.00%