JPEFJPMorgan Equity Focus ETF
Seeks long term capital appreciation.
By JPMorgan · Launched 2011
0.44%
#2,126 of 5,854 · average
$2.0B
#769 of 5,854 · large
+13.3%
15 years
#890 of 5,854 · established
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 = 41.9% of fundmoderately concentrated
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Market, NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long term capital appreciation.
- Strategy
- Invests primarily in U.S. equity securities, typically in companies with market capitalizations of $1 billion or more, managed as a core portfolio with a focus on both growth and value. May invest up to 20% in foreign stocks and uses derivatives for targeted equity exposure.
- Inception date
- July 29, 2011
- 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.
You're paying active fees for an index
This fund charges active-management prices while tracking its benchmark almost perfectly (a high R²). The metrics below show how little active management you're getting for that premium: low tracking error and a fee well above the passive peer median.
- R²
- 95.5%
- TE
- 3.2%
- Beta
- 0.96
- Fee
- 4× 0.10%
Sources: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)
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 2026-08-03