JDIVJPMorgan Dividend Leaders ETF
Seeks long-term capital growth and current income.
By JPMorgan · Launched 2024
Annual Cost
0.47%
#2,464 of 6,040 · average
Fund Size
$13M
#4,831 of 6,040 · small
Return (1Y)
+9.1%
Track Record
1 year
#3,765 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,913+9.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 30.3% of funddiversified
Taiwan Semiconductor Manufacturing Co. Ltd.
6.2%
Broadcom, Inc.
4.4%
Microsoft Corp.
4.3%
NextEra Energy, Inc.
2.8%
Trane Technologies plc
2.4%
Yum! Brands, Inc.
2.2%
NXP Semiconductors NV
2.1%
Lowe's Cos., Inc.
2.1%
McDonald's Corp.
2.0%
Shell plc
1.9%
Asset allocation
Stocks
99.3%
Cash
0.8%
By sector
Technology
28.0%
Financial Services
22.4%
Healthcare
11.8%
Industrials
9.7%
Consumer Cyclical
7.6%
Communication
5.8%
Utilities
5.3%
Energy
4.7%
Other
4.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.4%Moderate
Year-on-year price swings
Max drawdown
-42.2%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.64Decent risk-adjusted returns
Sortino (3Y)
2.63Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital growth and current income.
- Strategy
- Invests primarily in dividend-paying equity securities and equity-related instruments of companies identified as Dividend Leaders, focusing on large cap market capitalization companies in global developed and emerging markets. Seeks to outperform the MSCI ACWI Index through superior stock selection.
- Inception date
- September 25, 2024
- Fund family
- JPMorgan
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Data updated on 2026-09-18