JUSAJPMorgan U.S. Research Enhanced Large Cap ETF

Grow my money1y track recordRanked #817 of 2,960 in this goal

Seeks to provide capital appreciation.

By JPMorgan · Launched 2025

Annual Cost

0.12%

#606 of 5,562 · low cost

Fund Size

$319M

#1,910 of 5,562 · mid-size

Return (1Y)Goal

+25.7%

Track Record

1 year

#4,244 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,581+25.8%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Index tracked

S&P 500 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 40.1% of fundmoderately concentrated

NVIDIA Corp.

8.1%

Apple, Inc.

7.0%

Microsoft Corp.

6.5%

Amazon.com, Inc.

4.1%

Alphabet, Inc.

3.1%

Meta Platforms, Inc.

2.8%

Broadcom, Inc.

2.7%

Alphabet, Inc.

2.2%

Tesla, Inc.

2.0%

Berkshire Hathaway, Inc.

1.5%

Asset allocation

Stocks

99.0%

Cash

1.0%

By sector

Technology

39.2%

Financial Services

10.8%

Consumer Cyclical

10.7%

Communication

10.5%

Healthcare

8.2%

Industrials

7.9%

Consumer Defensive

3.9%

Energy

3.1%

Other

5.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.3%Moderate

Year-on-year price swings

Max drawdown

-14.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide capital appreciation.
Strategy: Invests primarily in equity securities of large, well-established U.S. companies, focusing on those that are undervalued or fairly valued. The adviser employs a three-step process of research, valuation, and stock selection to achieve returns that modestly exceed the U.S. large cap market.
Inception date: March 13, 2025
Fund family: JPMorgan