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Beacon

JMOMJPMorgan U.S. Momentum Factor ETF

Grow my money8y track recordRanked #282 of 3,055 in this goal

Seeks investment results that closely correspond to the performance of the JP Morgan US Momentum Factor Index.

By JPMorgan · Launched 2017

Annual Cost

0.12%

#509 of 6,040 · low cost

Fund Size

$2.7B

#667 of 6,040 · large

Return (1Y)

+23.2%

Track Record

8 years

#1,647 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,324+23.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Factor

Momentum

Index tracked

JP Morgan US Momentum Factor Index

Holdings

By weight

Concentration

Top 10 holdings = 18.5% of funddiversified

Alphabet, Inc.
2.3%
Broadcom, Inc.
2.3%
NVIDIA Corp.
2.0%
Advanced Micro Devices, Inc.
1.8%
Micron Technology, Inc.
1.8%
Apple, Inc.
1.8%
Walmart, Inc.
1.6%
Johnson & Johnson
1.6%
Meta Platforms, Inc.
1.6%
Microsoft Corp.
1.6%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
38.0%
Industrials
11.9%
Healthcare
10.5%
Financial Services
10.1%
Consumer Cyclical
8.1%
Communication
6.3%
Consumer Defensive
5.0%
Energy
3.9%
Other
6.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.0%Moderate

Year-on-year price swings

Max drawdown
-35.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.19Strong risk-adjusted returns
Sortino (3Y)
1.77Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that closely correspond to the performance of the JP Morgan US Momentum Factor Index.
Strategy
Invests primarily in large- and mid-cap U.S. equity securities selected for positive momentum characteristics, aiming to replicate the JP Morgan US Momentum Factor Index. The Fund does not seek to outperform the Index and utilizes a passive indexing approach.
Inception date
November 8, 2017
Fund family
JPMorgan

Next steps

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Data updated on 2026-09-18