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The performance quoted is past performance and is not a guarantee of future results. Investment returns and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than original cost. Current performance may be higher or lower than the performance data shown. For performance current to the most recent month-end please call 1-844-4JPM-ETF.
1Bloomberg as of 12/31/16
2Fund Action ETF US Performance Awards 2016: The ETF awards are judged based on performance and/or asset flows over a 12 month period ending in September 2015. Data from earlier periods can be used to provide context, but will not be central to the judging decision. As well as performance data, judges will also consider the management firm’s and fund’s reputation in the market place – will give credit to managers who have shown innovation in new products and fee offerings, etc. The awards will only be given to those firms who can demonstrate solid performance, positive asset flows and real credibility among advisors and investors. There is no minimum asset size required for any category.
Only funds with their management/advisory company or team based in the USA or Canada will be eligible for the Fund Action ETF US Performance Awards 2016. All participating funds submitted information via the official Fund Action ETF US Performance Awards Entry Form. The ETF awards are judged based on performance and/or asset flows over a 12 month period ending in September 2015. As well as performance data, judges also considered the management firm's and fund's reputation in the market place - they also give credit to managers who have shown innovation in new products and fee offerings, etc. The awards are only given to those firms who can demonstrate solid performance, positive asset flows and real credibility among advisors and investors. There is no minimum asset size is required for any category. Funds submitting for both the performance and flow categories must submit their performance and inflow figures for 12 months ending September 2015. The judging panel was comprised of representatives from Fund Action and industry experts. The judges are carefully selected for their wealth of experience and expertise, as well as their absence of conflicts of interest. Judging decisions are based on a number of metrics including performance, asset flows, innovation, analyst feedback, infrastructural quality and other qualitative information and structural criteria.
J.P. Morgan Asset Management and SIDCO are not affiliated with Fund Action.
3J.P. Morgan Asset Management as of 12/31/16
4Cogent Wealth Reports, Advisor Brandscape® published June 2016, sample size 1,500+. Detailed annual report covering the advisor marketplace. Holistic view of the landscape including practice models, product usage, brand perceptions and user experience across all of the top providers in the MF, VA and ETF categories. Advisor research allows subscribing firms to get a full picture of the advisor marketplace via a mix of continuous online data portals and traditional printed reports. Insights are based on online surveys among representative cross sections of registered financial advisors with at least $5 million in assets under management across all channels.
JPGE inception date is 6/16/14. As of 12/31/16, JPGE returns at NAV were 5.79% 1-year and 2.49% since inception. JPGE market price returns were 5.80% 1-year and 2.61% since inception. FTSE Developed Diversified Factor Index returns were 5.92% 1-year and 2.83% since JPGE inception. FTSE Developed Index returns were 7.55% 1-year and 2.40% since JPGE inception. JPGE gross expenses: 1.52%; net expenses: 0.38%. The Fund’s adviser and/or its affiliates have contractually agreed to waive fees and/or reimburse expenses to the extent Total Annual Fund Operating Expenses (excluding acquired fund fees and expenses, dividend and interest expenses related to short sales, interest, taxes, expenses related to litigation and potential litigation and extraordinary expenses) exceed 0.38% of the average daily net assets. This waiver is in effect through 2/29/2020, at which time the adviser and/or its affiliates will determine whether to renew or revise it.
Investing involves risk, including possible loss of principal. International investing involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences in accounting and taxation outside the U.S. can raise or lower returns. Also, some overseas markets may not be as politically and economically stable as the United States and other nations.