JDIVJPMorgan Dividend Leaders ETF
Seeks long-term capital growth and current income.
By JPMorgan · Launched 2024
0.47%
#2,373 of 5,861 · average
$11M
#4,842 of 5,861 · small
1.71%
1 year
#3,750 of 5,861 · seasoned
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 30.3% of fund✓ well diversified
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
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
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
The big yield isn't extra money
The headline distribution comes from selling call options, which caps the fund's upside. Across a full market cycle that trade costs more than it brings in — often 1 to 3 percentage points a year against just holding the index. Monthly payouts make the gap easy to miss on a return summary.
Sources: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-08-04