JPEF

JPMorgan Equity Focus ETF

$74.19
+0.00%
Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The JPMorgan Equity Focus ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the FTSE All-World Index.

Overview

ETF tracking JPMorgan Equity Focus ETF

Category Other
Issuer Other
Inception Date 2023-07-31
Market Cap $1.6B
Average Volume N/A
Dividend Yield 0.65%
52-Week Range $57.32 - $76.08
VWAP $74.13

Performance

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Investment Summary

📎 Investment Objective

The JPMorgan Equity Focus ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the FTSE All-World Index.

🎯 Investment Strategy

The ETF invests primarily in a portfolio of equity securities included in the FTSE All-World Index, which represents large and mid-capitalization companies across both developed and emerging markets globally. The fund aims to replicate the index's performance through a sampling approach, investing in a subset of the index's holdings.

✨ Key Features

  • Broad global equity exposure across developed and emerging markets
  • Seeks to track the performance of the FTSE All-World Index
  • Low expense ratio of 0.00%
  • Relatively new fund with limited performance history

⚠️ Primary Risks

  • Equity market risk: The fund's value may fluctuate due to changes in the stock market
  • Currency risk: The fund's returns may be affected by exchange rate movements between the U.S. dollar and other currencies
  • Emerging markets risk: Investing in emerging markets may involve additional risks such as political, economic, and liquidity concerns
  • Tracking error risk: The fund may not perfectly track the underlying index due to various factors

👤 Best For

The JPMorgan Equity Focus ETF may be suitable for long-term investors seeking broad global equity exposure as part of a diversified portfolio. Due to its limited performance history, the fund may be more appropriate for investors with a higher risk tolerance and a longer investment horizon.