JPMorgan Equity Focus ETF

Frequently Asked Questions About JPEF

What does JPEF invest in?

Under typical market conditions, this fund allocates at least 80% of its investment portfolio to equity securities. For clarity, "assets" refers to its net assets combined with any funds borrowed for investment purposes. The fund's primary investment strategy centers on common stocks and Real Estate Investment Trusts (REITs). Additionally, it may dedicate up to 20% of its total assets to foreign common stocks, including depositary receipts.

What is the expense ratio of JPEF?

JPMorgan Equity Focus ETF (JPEF) charges an expense ratio of 0.44%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JPEF?

JPMorgan Equity Focus ETF (JPEF) manages $1.99B 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 JPEF actively managed or an index fund?

JPEF's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was JPEF launched?

JPMorgan Equity Focus ETF (JPEF) launched in July 2011 and is managed by J.P. Morgan.

How has JPEF performed?

JPEF'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.