JMOMJPMorgan U.S. Momentum Factor ETF
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%
#474 of 5,854 · low cost
Fund Size
$2.6B
#657 of 5,854 · large
Return (1Y)Goal
+25.5%
Track Record
8 years
#1,632 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,759+27.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Momentum
Index tracked
JP Morgan US Momentum Factor Index
What it actually holds
By weightConcentration
Top 10 holdings = 18.5% of fund✓ well diversified
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
39.8%
Industrials
13.3%
Healthcare
9.5%
Financial Services
9.2%
Consumer Cyclical
7.7%
Communication
6.5%
Consumer Defensive
4.8%
Energy
3.2%
Other
6.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.5%Moderate
Year-on-year price swings
Max drawdown
-35.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.14Strong risk-adjusted returns
Sortino (3Y)
1.69Good 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
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at JMOM. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-03