JPUSJPMorgan Diversified Return U.S. Equity ETF
Seeks investment results that closely correspond to the performance of the JP Morgan Diversified Factor US Equity Index.
By JPMorgan · Launched 2015
Annual Cost
0.18%
#763 of 5,861 · low cost
Fund Size
$455M
#1,665 of 5,861 · large
Return (1Y)Goal
+21.5%
Track Record
10 years
#1,332 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,955+19.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Multifactor
Index tracked
JP Morgan Diversified Factor US Equity Index
What it actually holds
By weightConcentration
Top 10 holdings = 6.0% of fund✓ well diversified
JPMorgan Securities Lending Money Market Fund
1.1%
Ciena Corp.
0.7%
Lumentum Holdings, Inc.
0.6%
Quanta Services, Inc.
0.5%
Ubiquiti, Inc.
0.5%
Western Digital Corp.
0.5%
Lam Research Corp.
0.5%
Caterpillar, Inc.
0.5%
KLA Corp.
0.5%
Analog Devices, Inc.
0.5%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Healthcare
12.8%
Consumer Defensive
11.3%
Real Estate
10.7%
Industrials
10.3%
Technology
10.2%
Utilities
10.1%
Consumer Cyclical
8.5%
Financial Services
8.4%
Other
17.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.3%Moderate
Year-on-year price swings
Max drawdown
-38.7%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.87Decent risk-adjusted returns
Sortino (3Y)
1.27Good 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 Equity Index.
- Strategy
- Invests primarily in large- and mid-cap U.S. equity securities selected for value, momentum, and quality characteristics. The Fund aims to replicate the JP Morgan Diversified Factor US Equity Index, which is diversified across sectors including consumer staples.
- Inception date
- September 29, 2015
- Fund family
- JPMorgan
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Data updated on 2026-08-04