JPMorgan Diversified Return US Equity ETF
JPUS

$118.98

0.19%

Market Cap: $444M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]

3.44% less ownership

Funds ownership: 76.2% [Q1] → 72.76% (-3.44%) [Q2]

4% less funds holding

Funds holding: 78 [Q1] → 75 (-3) [Q2]

12% less capital invested

Capital invested by funds: $341M [Q1] → $300M (-$41.1M) [Q2]

49% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 39

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

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Research analyst outlook

We haven’t received any recent analyst ratings for JPUS.

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Financial journalist opinion

Zacks Investment Research

Should JPMorgan Diversified Return U.S. Equity ETF (JPUS) Be on Your Investing Radar?

Launched on 09/29/2015, the JPMorgan Diversified Return U.S. Equity ETF (JPUS) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.

Should JPMorgan Diversified Return U.S. Equity ETF (JPUS) Be on Your Investing Radar?

JPUS: An ETF With Healthy Returns But Nothing Particularly Impressive

JPUS is based on an index that experiments with the value, momentum, and quality factor trifecta to bolster risk-adjusted returns. Unfortunately, in the past, it was mostly unsuccessful despite having a few robust periods. For example, in terms of risk-adjusted returns, it underperformed both the S&P 500 and the Russell 1000 ETF. There is also something to dislike about its maximum drawdowns.

JPUS: An ETF With Healthy Returns But Nothing Particularly Impressive

Zacks Investment Research

Should JPMorgan Diversified Return U.S. Equity ETF (JPUS) Be on Your Investing Radar?

Launched on 09/29/2015, the JPMorgan Diversified Return U.S. Equity ETF (JPUS) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.

Should JPMorgan Diversified Return U.S. Equity ETF (JPUS) Be on Your Investing Radar?

Zacks Investment Research

Should JPMorgan Diversified Return U.S. Equity ETF (JPUS) Be on Your Investing Radar?

Launched on 09/29/2015, the JPMorgan Diversified Return U.S. Equity ETF (JPUS) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.

Should JPMorgan Diversified Return U.S. Equity ETF (JPUS) Be on Your Investing Radar?

Zacks Investment Research

Should JPMorgan Diversified Return U.S. Equity ETF (JPUS) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the JPMorgan Diversified Return U.S. Equity ETF (JPUS) is a passively managed exchange traded fund launched on 09/29/2015.

Should JPMorgan Diversified Return U.S. Equity ETF (JPUS) Be on Your Investing Radar?

Zacks Investment Research

Should JPMorgan Diversified Return U.S. Equity ETF (JPUS) Be on Your Investing Radar?

The JPMorgan Diversified Return U.S. Equity ETF (JPUS) was launched on 09/29/2015, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.

Should JPMorgan Diversified Return U.S. Equity ETF (JPUS) Be on Your Investing Radar?

See News Rankings