ETF overview
The JPMorgan U.S. Momentum Factor ETF is designed to allocate a minimum of 80% of its total assets to the constituents of its underlying benchmark index. For this purpose, "assets" refers to the fund's net assets combined with any funds borrowed for investment purposes. This particular index consists of U.S. equity securities that have been specifically selected to exhibit positive momentum factor characteristics.
Fund facts
- Expense ratio
- 0.12%
- Fund assets
- 2.74B USD (all share classes)
- Issuer
- JPMorgan
- Inception date
- Nov 8, 2017
- Number of holdings
- 289
Breakdown
Holdings (289)
| Name | Ticker | Weight |
|---|---|---|
| ADVANCED MICRO DEVICES | AMD | 2.29% |
| APPLE INC COMMON STOCK | AAPL | 2.22% |
| MICROSOFT CORP COMMON | MSFT | 2.19% |
| ALPHABET INC-CL A - | GOOGL | 2.08% |
| NVIDIA CORP COMMON STOCK | NVDA | 1.92% |
| BROADCOM INC COMMON | AVGO | 1.90% |
| JOHNSON & COMMON | JNJ | 1.81% |
| MICRON TECHNOLOGY INC | MU | 1.79% |
| WALMART INC COMMON STOCK | WMT | 1.35% |
| PALANTIR TECHNOLOGIES | PLTR | 1.31% |
| and 276 more | ||
Similar ETFs
- State Street SPDR S&P 1500 Momentum Tilt ETFMMTM · Overlap 47% · Expense ratio 0.12%
- JPMorgan U.S. Quality Factor ETFJQUA · Overlap 46% · Expense ratio 0.12%
- Tema S&P 500 Historical Weight ETF StrategyDSPY · Overlap 45% · Expense ratio 0.18%
- Large Cap Ex-Mag 7 ETFXMAG · Overlap 44% · Expense ratio 0.35%
- iShares U.S. Equity Factor ETFLRGF · Overlap 43% · Expense ratio 0.08%
- Avantis U.S. Large Cap Equity ETFAVLC · Overlap 43% · Expense ratio 0.15%
- JPMorgan U.S. Value Factor ETFJVAL · Overlap 43% · Expense ratio 0.12%
- iShares MSCI USA Momentum Factor ETFMTUM · Overlap 43% · Expense ratio 0.15%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.12%
- Fund assets
- 2.74B USD (all share classes)
- Issuer
- JPMorgan
- Inception date
- Nov 8, 2017
- Number of holdings
- 289
| Name | Ticker | Weight |
|---|---|---|
| ADVANCED MICRO DEVICES | AMD | 2.29% |
| APPLE INC COMMON STOCK | AAPL | 2.22% |
| MICROSOFT CORP COMMON | MSFT | 2.19% |
| ALPHABET INC-CL A - | GOOGL | 2.08% |
| NVIDIA CORP COMMON STOCK | NVDA | 1.92% |
| BROADCOM INC COMMON | AVGO | 1.90% |
| JOHNSON & COMMON | JNJ | 1.81% |
| MICRON TECHNOLOGY INC | MU | 1.79% |
| WALMART INC COMMON STOCK | WMT | 1.35% |
| PALANTIR TECHNOLOGIES | PLTR | 1.31% |
| and 276 more | ||
The JPMorgan U.S. Momentum Factor ETF is designed to allocate a minimum of 80% of its total assets to the constituents of its underlying benchmark index. For this purpose, "assets" refers to the fund's net assets combined with any funds borrowed for investment purposes. This particular index consists of U.S. equity securities that have been specifically selected to exhibit positive momentum factor characteristics.
- State Street SPDR S&P 1500 Momentum Tilt ETFMMTM · Overlap 47% · Expense ratio 0.12%
- JPMorgan U.S. Quality Factor ETFJQUA · Overlap 46% · Expense ratio 0.12%
- Tema S&P 500 Historical Weight ETF StrategyDSPY · Overlap 45% · Expense ratio 0.18%
- Large Cap Ex-Mag 7 ETFXMAG · Overlap 44% · Expense ratio 0.35%
- iShares U.S. Equity Factor ETFLRGF · Overlap 43% · Expense ratio 0.08%
- Avantis U.S. Large Cap Equity ETFAVLC · Overlap 43% · Expense ratio 0.15%
- JPMorgan U.S. Value Factor ETFJVAL · Overlap 43% · Expense ratio 0.12%
- iShares MSCI USA Momentum Factor ETFMTUM · Overlap 43% · Expense ratio 0.15%
Overlap is the share of assets the two funds hold in common.
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