JCHIJPMorgan Active China ETF

Grow my money3y track recordRanked #2,515 of 2,960 in this goal

Seeks long-term capital appreciation.

By JPMorgan · Launched 2023

Annual Cost

0.65%

#3,297 of 5,562 · average

Fund Size

$15M

#4,536 of 5,562 · small

Return (1Y)Goal

+12.5%

Track Record

3 years

#2,952 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,323+13.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Cap

Multi cap

Strategy

Active selection

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 50.0% of fundmoderately concentrated

Tencent Holdings Ltd.

13.9%

Alibaba Group Holding Ltd.

10.4%

China Merchants Bank Co. Ltd.

3.9%

China Construction Bank Corp.

3.6%

Xiaomi Corp.

3.6%

Ping An Insurance Group Co. of China Ltd.

3.4%

Contemporary Amperex Technology Co. Ltd.

3.3%

Kweichow Moutai Co. Ltd.

2.8%

NAURA Technology Group Co. Ltd.

2.6%

NetEase, Inc.

2.5%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Consumer Cyclical

21.7%

Financial Services

19.5%

Technology

16.2%

Communication

13.5%

Industrials

11.0%

Basic Materials

5.7%

Healthcare

5.5%

Consumer Defensive

4.0%

Other

2.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.9%Moderate

Year-on-year price swings

Max drawdown

-29.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.25Below average

Sortino (3Y)

0.37Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Invests primarily in equity securities and related instruments economically tied to China, including common stocks and REITs. The strategy focuses on bottom-up stock selection, emphasizing companies with sustainable earnings and disciplined capital management.
Inception date: March 15, 2023
Fund family: JPMorgan