JPUSJPMorgan Diversified Return U.S. Equity ETF
JPUS Fund Description
JPUS tracks an index of large-cap US stocks selected from the Russell 1000 using relative value, momentum, and quality factors. The fund is weighted for equal risk contribution at the sector level and holdings are equal-weighted within sectors.
JPUS Factset Analytics Insight
JPUS applies multifactor selection and risk-weighting to US large-caps. The fund uses its value, momentum, and quality screens on the Russell 1000 universe, giving each factor equal influence. The factors are applied on a sector-by-sector basis, which allows leaders in each segment to be selected and laggards to be weeded out. The fund weights each sector for equal risk contribution, and weights stocks equally within each sector. This weighting scheme pushes defensive sectors like consumer goods, utilities, and materials to the fore. The fund and index are rebalanced quarterly.
JPUS Summary Data
JPUS Portfolio Data
JPUS Index Data
JPUS Portfolio Management
JPUS Tax Exposures
JPUS Fund Structure
JPUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of JPUS. JPUS is rated a 5 out of 5.
JPUS Sector/Industry Breakdown
JPUS Top 10 Holdings[View All]
JPUS Economic Development
JPUS Performance Statistics
JPUS Benchmark Comparison Summary
JPUS Benchmark Comparison Market Cap Size