JPLS

JPMorgan Long/Short ETF
*Unless otherwise stated, data provided by FactSet.

JPLS Fund Description

JPLS is an actively managed fund that goes long and short equities based on exposure to attractive or unattractive return factors. The fund seeks long-term total return, and may hold OTC derivatives.

JPLS Factset Analytics Insight

JPLS uses a variety of return factors—such as value, momentum, size, or quality—to determine whether a security is a particularly attractive or unattractive investment. The fund holds both long and short positions in developed market stocks. In addition to the factors named above, JPLS may consider any other factor the manager deems significant and uncorrelated to the other return factors. The fund may obtain its equity exposure through derivatives, such as swaps or forward contracts, and plans to gain most of its short exposure this way. JPLS will generally maintain net long exposure under normal market conditions.

JPLS Charts And Performance

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
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  • 1 Year
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PERFORMANCE [as of 05/28/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
JPLS -4.64% -15.25% -21.61% -19.35% -- -- --
ticker (NAV) -4.82% -15.61% -21.36% -19.75% -- -- --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

JPLS Summary Data

JPMorgan
01/23/18
Open-Ended Fund
0.69%
$22.35M
$27.96K
0.20%

JPLS Portfolio Data

Long/Short Equity
--
N/A
2

JPLS Index Data

No Underlying Index
Proprietary
Proprietary
N/A

JPLS Portfolio Management

0.69%
--
--
--

JPLS Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

JPLS Fund Structure

Open-Ended Fund
Yes
--
No Policy
N/A
N/A
Closing
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

JPLS Factset Analytics Block Liquidity

As of 05/29/20
5
4
3
2
1

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

JPLS Tradability

1,566
$27.96K
339
$6.18K
0.20%
$0.04
0.00%
0.64% / -0.86%
None
70.93%
50,000
0.01
0.06%
--
0
$17.19
N/A

JPLS Asset Allocation

Short
Long
Net
--
--

0.00%

--
--

0.00%

--
--

0.00%

--
--

0.00%

JPLS Top 5 Holdings Long

101.71%
-1.71%

JPLS Top 5 Holdings Short

-1.71%

JPLS Performance Statistics

-19.75%
2.67%
-9.87%
-0.12
-0.11
-1.93
14.04

JPLS Correlations (Daily Returns 12 Mo)

0.72
-0.04
0.35