JUSAJPMorgan U.S. Research Enhanced Large Cap ETF
Seeks capital appreciation.
By JPMorgan · Launched 2025
Annual Cost
0.12%
#509 of 6,040 · low cost
Fund Size
$707M
#1,409 of 6,040 · large
Return (1Y)
+15.7%
Track Record
1 year
#4,168 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,542+15.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 37.5% of funddiversified
NVIDIA Corp.
7.9%
Apple, Inc.
6.7%
Microsoft Corp.
5.2%
Amazon.com, Inc.
4.0%
Alphabet, Inc.
3.0%
Broadcom, Inc.
2.8%
Meta Platforms, Inc.
2.4%
Alphabet, Inc.
2.1%
Tesla, Inc.
1.8%
Exxon Mobil Corp.
1.7%
Asset allocation
Stocks
99.0%
Cash
1.0%
By sector
Technology
38.8%
Financial Services
12.0%
Consumer Cyclical
10.2%
Communication
9.5%
Healthcare
9.1%
Industrials
7.6%
Consumer Defensive
3.8%
Energy
3.4%
Other
5.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.8%Moderate
Year-on-year price swings
Max drawdown
-23.0%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.59Decent risk-adjusted returns
Sortino (3Y)
0.90Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Invests primarily in equity securities of large, well-established U.S. companies, with a focus on undervalued or fairly valued stocks. The adviser employs a stock selection process to maintain sector weightings comparable to the U.S. large cap market, aiming to modestly exceed market returns with moderate volatility.
- Inception date
- March 13, 2025
- Fund family
- JPMorgan
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Data updated on 2026-09-18