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Jpmorgan Equity Focus ETF (JPEF)

62.40 +0.21 (+0.34%)
At close: June 25 at 4:00 PM EDT

Performance Overview: JPEF

Trailing returns as of 6/24/2024. Category is Large Blend.

YTD Return

JPEF
17.96%
Category
9.78%

1-Year Return

JPEF
32.34%
Category
25.84%

3-Year Return

JPEF
11.79%
Category
7.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JPEF
Category
YTD
13.28%
9.78%
1-Month
4.81%
4.23%
3-Month
3.51%
3.14%
1-Year
32.71%
25.84%
3-Year
10.66%
7.63%
5-Year
17.25%
14.19%
10-Year
13.34%
11.18%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
JPEF
Category
2023
31.55%
22.32%
2022
-17.62%
-16.96%
2021
25.90%
26.07%
2020
23.52%
15.83%
2019
29.61%
28.78%
2018
-4.77%
-6.27%
2017
24.34%
20.44%
2016
8.37%
10.37%

2015
4.40%
-1.07%
2014
8.08%
10.96%
2013
39.81%
31.50%
2012
18.34%
14.96%

ETF Summary

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.

ETF Overview

Category Large Blend
Fund Family JPMorgan
Net Assets 639.69M
YTD Daily Total Return 17.96%
Yield 0.34%
Legal Type Exchange Traded Fund

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