Our ETF Capabilities - J.P. Morgan Asset Management
CLOSE

Our ETF Capabilities

Elevating ETFs to their fullest potential



At J.P. Morgan, we’re combining the built-in benefits of ETFs with our best-in-class research insights, portfolio management expertise and trading capabilities
Expertise

150-year track record of solving investor needs – including ETFs

Innovation

30+ ETFs offered across asset classes and management strategies

Success

Award-winning1 ETF provider for product and technology innovation

A FULL SPECTRUM OF ETFs FOR YOUR PORTFOLIO

TIMELY SOLUTIONS TO NAVIGATE TODAY’S MARKETS

In-depth analysis. Actionable insights. Stronger portfolios.

See the impact of various market scenarios on client portfolios and individual investments.

 

STRESS TEST PORTFOLIOS NOW Stress test individual investments  
      Learn more about J.P. Morgan ETFs

1J.P. Morgan Asset Management was the recipient of the ETF.com 2018 award for ETF Issuer of the Year. The JPMorgan BetaBuilders Japan ETF (BBJP) was the recipient of the following ETF.com 2018 awards:

2Source: Morningstar, as of 5/31/20. Morningstar overall rating 5 stars; Ultrashort Bond Category; 162 funds. Three-year rating 5 stars; 162 funds. Five and 10-year periods not yet rated. Ratings reflect risk-adjusted performance. Different share classes may have different ratings. Ratings do not take sales loads into account. The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five and 10-year (if applicable) Morningstar Rating metrics.

ETF of the Year, Best New ETF and Best New International/Global Equity ETF. ETF.com Award winners are selected in a three-part process designed to leverage the insights and opinions of leaders throughout the ETF industry. The awards process began with an open nomination period running from Dec. 3, 2018, through Jan. 3, 2019. ETF.com received hundreds of nominations from participants in all corners of the ETF space. Following the open nominations process, the ETF.com Awards Nominating Committee—made up of senior leaders at ETF.com, Inside ETFs and FactSet—voted to select up to five finalists in each category. Votes were tallied on a majority basis. Winners from these finalists were selected by a majority vote of the ETF.com Awards Selection Committee, a group of independent ETF experts. Committee members recused themselves from voting in any category in which they or their firms appeared as finalists. Ties were decided where possible with head-to-head runoff votes. Voting was completed by Jan. 14, 2019, but results were kept secret until their announcement at the ETF.com U.S. Awards Dinner on March 28, 2019. J.P. Morgan Asset Management and JPMDS are not affiliated with ETF.com.

The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three year rating for 36-59 months of total returns, 60% five year rating/40% three-year rating for 60-119 months of total returns, and 50% 10- year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Rankings do not take sales loads into account.