JPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF
Seeks investment results that closely correspond to the performance of the JP Morgan Diversified Factor US Mid Cap Equity Index.
By JPMorgan · Launched 2016
Annual Cost
0.24%
#1,091 of 6,040 · low cost
Fund Size
$476M
#1,698 of 6,040 · large
Return (1Y)
+16.7%
Track Record
10 years
#1,409 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,600+16.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mid
Strategy
Index tracking
Factor
Multifactor
Index tracked
JP Morgan Diversified Factor US Mid Cap Equity Index
Holdings
By weightConcentration
Top 10 holdings = 6.7% of funddiversified
JPMorgan Securities Lending Money Market Fund
1.5%
Ciena Corp.
0.7%
Western Digital Corp.
0.7%
Lumentum Holdings, Inc.
0.6%
Monolithic Power Systems, Inc.
0.6%
Jabil, Inc.
0.5%
Element Solutions, Inc.
0.5%
TD SYNNEX Corp.
0.5%
Quanta Services, Inc.
0.5%
Ubiquiti, Inc.
0.5%
Asset allocation
Stocks
99.7%
Cash
0.3%
By sector
Healthcare
13.2%
Real Estate
11.2%
Consumer Defensive
10.5%
Industrials
10.2%
Technology
9.7%
Utilities
9.2%
Consumer Cyclical
8.6%
Financial Services
8.5%
Other
18.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.4%Moderate
Year-on-year price swings
Max drawdown
-41.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.77Decent risk-adjusted returns
Sortino (3Y)
1.14Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that closely correspond to the performance of the JP Morgan Diversified Factor US Mid Cap Equity Index.
- Strategy
- Employs a passive investment approach to replicate mid-cap U.S. equity securities selected based on value, momentum, and quality factors. The Fund invests at least 80% of its assets in securities included in the Underlying Index, which is designed to evenly distribute risk across sectors.
- Inception date
- May 11, 2016
- Fund family
- JPMorgan
Similar funds
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Data updated on 2026-09-18