JTEKJPMorgan U.S. Tech Leaders ETF

Grow my money2y track recordRanked #837 of 3,055 in this goal

Seeks long-term capital appreciation.

By JPMorgan · Launched 2023

Annual Cost

0.65%

#3,547 of 6,040 · average

Fund Size

$4.5B

#480 of 6,040 · large

Return (1Y)

+11.0%

Track Record

2 years

#3,160 of 6,040 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,103+11.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Sector

Information technology

Holdings

By weight

Concentration

Top 10 holdings = 34.4% of funddiversified

Alphabet, Inc.

4.5%

Take-Two Interactive Software, Inc.

3.9%

Tesla, Inc.

3.8%

NVIDIA Corp.

3.6%

Lam Research Corp.

3.5%

Meta Platforms, Inc.

3.4%

Broadcom, Inc.

3.3%

Snowflake, Inc.

3.1%

Ciena Corp.

2.9%

Shopify, Inc.

2.3%

Asset allocation

Stocks

98.8%

Cash

1.2%

By sector

Technology

76.0%

Communication

8.2%

Consumer Cyclical

5.5%

Financial Services

4.2%

Industrials

3.1%

Healthcare

3.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

30.1%High

Year-on-year price swings

Max drawdown

-30.6%Severe

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, NASDAQ Global Market

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Invests primarily in equity securities of U.S. technology and technology-enabled companies across all market capitalizations. Targets leaders in the sector to achieve long-term capital appreciation.
Inception date: October 4, 2023
Fund family: JPMorgan