JPMorgan U.S. Momentum Factor ETF

Frequently Asked Questions About JMOM

What does JMOM invest in?

The JPMorgan U.S. Momentum Factor ETF is designed to allocate a minimum of 80% of its total assets to the constituents of its underlying benchmark index. For this purpose, "assets" refers to the fund's net assets combined with any funds borrowed for investment purposes. This particular index consists of U.S. equity securities that have been specifically selected to exhibit positive momentum factor characteristics.

What is the expense ratio of JMOM?

JPMorgan U.S. Momentum Factor ETF (JMOM) charges an expense ratio of 0.12%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JMOM?

JPMorgan U.S. Momentum Factor ETF (JMOM) manages $2.75B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is JMOM actively managed or an index fund?

JMOM is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (JMOM's is 0.12%) because there's no security selection cost.

When was JMOM launched?

JPMorgan U.S. Momentum Factor ETF (JMOM) launched in November 2017 and is managed by J.P. Morgan.

How has JMOM performed?

JMOM's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.