JPMorgan Diversified Return U.S. Equity ETF

Frequently Asked Questions About JPUS

What does JPUS invest in?

This fund primarily allocates at least 80% of its total assets to mirror the composition of its benchmark index. This underlying index is composed of U.S. company stocks, specifically selected to offer a broad and diversified exposure across various investment factors. The fund's holdings typically consist of large- and mid-capitalization equity securities of U.S. corporations, which can include common stock, preferred stock, and real estate investment trusts (REITs).

What is the expense ratio of JPUS?

JPMorgan Diversified Return U.S. Equity ETF (JPUS) charges an expense ratio of 0.18%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JPUS?

JPMorgan Diversified Return U.S. Equity ETF (JPUS) manages $463.4M 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 JPUS actively managed or an index fund?

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

When was JPUS launched?

JPMorgan Diversified Return U.S. Equity ETF (JPUS) launched in September 2015 and is managed by J.P. Morgan.

How has JPUS performed?

JPUS'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.