JPMorgan Diversified Return U.S. Equity ETF company info

What does JPMorgan Diversified Return U.S. Equity ETF do?
JPMorgan Diversified Return U.S. Equity ETF (NYSEARCA:JPUS) focuses on providing diversified exposure to U.S. equities through a strategic, rules-based investment approach aimed at generating returns with lower volatility compared to the broader market. This ETF utilizes a multi-factor model to select stocks, blending value, momentum, and quality factors to construct a portfolio that targets a more balanced risk and return profile. The objective is to offer investors a path to participate in U.S. equity markets while potentially reducing downside risk, making it suitable for those seeking a mix of growth and defensive strategy. The projects and operations of JPUS entail continuous portfolio optimization to adhere to its investment philosophy while navigating market dynamics, aiming to deliver competitive returns for investors.
JPMorgan Diversified Return U.S. Equity ETF company media
Company Snapshot

Is JPMorgan Diversified Return U.S. Equity ETF a public or private company?

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Ownership
Public

How many people does JPMorgan Diversified Return U.S. Equity ETF employ?

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Employees
5,332

What sector is JPMorgan Diversified Return U.S. Equity ETF in?

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Sector
ETF

Where is the head office for JPMorgan Diversified Return U.S. Equity ETF?

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Head Office
New York, United States

What year was JPMorgan Diversified Return U.S. Equity ETF founded?

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Year Founded
2015
What does JPMorgan Diversified Return U.S. Equity ETF specialise in?
/Financial Services /Investment Management /Diversified Portfolio /Risk Management /Return Optimization /Equity Investments

What are the products and/or services of JPMorgan Diversified Return U.S. Equity ETF?

Overview of JPMorgan Diversified Return U.S. Equity ETF offerings
Tracks a Diversified Index: JPUS seeks to track the performance of the JP Morgan Diversified Factor US Equity Index. This index holds a basket of U.S. equities, aiming for diversification across various sectors and company sizes.
Risk-Based Weighting: JPUS goes beyond simply replicating the holdings of the underlying index by weight. It incorporates risk-based weighting within the portfolio. This means companies with higher perceived volatility may have a lower allocation compared to their weight in the traditional market capitalization-weighted index, potentially aiming to reduce overall portfolio risk.
Multi-Factor Security Selection: JPUS considers various factors besides just market capitalization when selecting stocks for the underlying index. These factors might include value, quality, and momentum. The goal is to potentially enhance returns by capturing returns from multiple factors compared to a traditional market-cap weighted ETF.
Exposure to U.S. Equities: By investing in JPUS, you gain indirect exposure to a variety of established and growing companies operating in the United States. Passive Management: JPUS likely tracks the index passively. This means the holdings are automatically adjusted to reflect the index composition, potentially resulting in lower fees compared to actively managed U.S. equity funds.
Potential for Capital Appreciation: The value of JPUS can potentially grow over time as the underlying U.S. companies' stock prices increase. However, the ETF's focus on risk management may lead to lower overall growth potential compared to a traditional, market-cap weighted U.S. equity ETF.