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JPFPJPMorgan Managed Futures Plus ETF

Grow my moneyDiversifierNewRanked #201 of 259 in this goal

Seeks capital appreciation.

By JPMorgan · Launched 2026

Annual Cost

0.59%

#3,040 of 5,731 · average

Fund Size

$17M

#4,525 of 5,731 · small

Return (1Y)Goal

N/A

Track Record

2 months

#5,546 of 5,731 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,787-2.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Region

Global

Strategy

Managed futures

What it actually holds

By weight

Concentration

Top 9 holdings = 25.3% of fundwell diversified

NVIDIA CorpNVDA
4.6%
JPMorgan Prime Money Market IMJIMXX
4.6%
Apple IncAAPL
4.0%
Microsoft CorpMSFT
2.6%
Alphabet Inc Class AGOOGL
2.6%
Alphabet Inc Class CGOOG
2.0%
Broadcom IncAVGO
1.7%
Exxon Mobil CorpXOM
1.7%
Meta Platforms Inc Class AMETA
1.5%

Asset allocation

Stocks
61.9%
Cash
22.0%
Other
16.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-6.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks capital appreciation.
Strategy
Invests in an active, managed futures strategy and a U.S. equity strategy to provide capital appreciation. The Managed Futures Strategy uses derivatives for long/short exposure to global equity, fixed income, commodities, and currencies, while the U.S. Equity Strategy focuses on large-cap U.S. equities.
Inception date
May 27, 2026
Fund family
JPMorgan

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Data updated on 2026-07-15