What is J.P. Morgan Asset Management Actively Managed ETFs?
J.P. Morgan Asset Management is a top issuer of actively managed ETFs in the United States. The company has been in the news recently for the launch and conversion of several actively managed ETFs in its stable. For example, JPMorgan recently completed the conversion of four of its existing mutual funds into actively managed ETFs. This move will provide investors with more options to invest in actively managed funds in markets traditionally available only to passively managed investments.
The firm also recently launched the JPMorgan Active Growth ETF, which invests in a portfolio of US growth stocks with the potential for long-term capital appreciation. Another of its ETFs, the JPMorgan Small Cap Value ETF , focuses on small-cap US companies that are undervalued by the market.
J.P. Morgan Asset Management's actively managed ETFs are managed by portfolio managers with decades of experience investing in equities, bonds, real estate investment trusts (REITs), and other asset classes. These managers use their expertise to actively select securities for the funds, striving to outperform the market benchmark.
The JPMorgan Equity Premium Income ETF (JEPI) is currently the largest actively managed ETF offered by J.P. Morgan Asset Management, with assets under management exceeding $11 billion. JEPI invests in a diversified portfolio of US equities, bonds, and global REITs using an active investment strategy aimed at generating income and long-term capital appreciation.
With its strong track record and experienced portfolio managers, J.P. Morgan Asset Management is likely to continue to be a major player in the actively managed ETF market for years to come.
Frequently Asked Questions about j.p. morgan asset management actively managed etfs
317 ETFs
| Ticker/Name | Segment | % Allocation |
|---|
| XLFFinancial Select Sector SPDR Fund | Equity: U.S. Financials | 9.19% |
| IYFiShares U.S. Financials ETF | Equity: U.S. Financials | 9.13% |
| KBWBInvesco KBW Bank ETF | Equity: U.S. Banks | 8.50% |
| FTXOFirst Trust Nasdaq Bank ETF | Equity: U.S. Banks | 8.43% |
An actively managed ETF is a form of exchange-traded fund that has a manager or team making decisions on the underlying portfolio allocation. Generally, an actively managed ETF does not adhere to any passive investment strategy.
Our goal is to create value for our clients.
Our approach to sustainable investing spans an ESG-integrated investment platform, ESG-enhanced stewardship to help companies manage the financially material ESG risks that they face, and a range of ESG-focused strategies.
At J.P. Morgan we have a full spectrum of ETF solutions for pursuing a range of investment goals through changing market environments. See how ETFs differ from other investment vehicles, learn how to evaluate them, and discover how ETFs can be used effectively.
The largest JPMorgan Chase ETF is the JPMorgan Equity Premium Income ETF JEPI with $29.32B in assets. In the last trailing year, the best-performing JPMorgan Chase ETF was AMJ at 32.49%. The most recent ETF launched in the JPMorgan Chase space was the JPMorgan Hedged Equity Laddered Overlay ETF HELO on 09/29/23.
Common ETFs for tracking U.S. financial services companies include iShares U.S. Financials ETF (IYF), Financial Select Sector SPDR, ProShares Ultra Financials (UYG) and Vanguard Financials ETF (VFH). Financial Select Sector SPDR (XLF) is home to nearly 70 stocks.
- Dimensional US High Profitability ETF (DUHP)
- Invesco Russell 1000 Dynamic Multifactor ETF (OMFL)
- Motley Fool 100 ETF (TMFC)
- VictoryShares Core Intermediate Bond ETF (UITB)
- PIMCO Enhanced Short Maturity Active ESG ETF (EMNT)
- Fidelity Blue Chip Growth ETF (FBCG)
- PIMCO Active Bond ETF (BOND)
Dimensional U.S. Core Equity 2 ETF (DFAC)
With just over $26 billion in AUM, DFAC is one of the most popular actively managed factor ETFs on the market. This ETF is benchmarked to the Russell 3000 Index, while providing exposure to three factors: size, value, and profitability.
We invest for sustainable return in a sustainable world. Our goal is to create sustainable value for our clients. Our research-led approach is continually evolving to consider everything material to our clients' investments over the long term – including environmental, social and governance factors.
Investment expertise
Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their long-term goals in the way that's best for them.
The largest JPMorgan Chase ETF is the JPMorgan Equity Premium Income ETF JEPI with $29.05B in assets. In the last trailing year, the best-performing JPMorgan Chase ETF was JEPQ at 21.61%. The most recent ETF launched in the JPMorgan Chase space was the JPMorgan U.S. Tech Leaders ETF JTEK on 10/04/23.
Key Takeaways
BlackRock, Vanguard, and State Street dominate the ETF market with the most offerings. The five largest ETF issuers have more than $100 billion each in ETF assets under management.
Popular ETFs
- SPY – SPDR S&P 500 ETF.
- VOO – Vanguard S&P 500 ETF.
- QQQ – PowerShares QQQ ETF.
- GLD – SPDR Gold Shares ETF.
- EEM – iShares MSCI Emerging Markets ETF.
- IEMG – iShares Core MSCI Emerging Markets ETF.
- VTI – Vanguard Total Stock Market ETF.
- IVV – iShares Core S&P 500 ETF.
The largest Active Management ETF is the JPMorgan Equity Premium Income ETF JEPI with $29.32B in assets. In the last trailing year, the best-performing Active Management ETF was WEIX at 68.04%.
Top 10 Active ETFs of 2022
| Ticker | Fund | AUM |
|---|
| JPST | JPMorgan Ultra-Short Income ETF | $22.76B |
| JEPI | JPMorgan Equity Premium Income ETF | $16.86B |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $16.30B |
| MINT | PIMCO Enhanced Short Maturity Active ETF | $9.00B |
ETFs tend to be passively managed with low fees and listed on a stock exchange. Managed funds tend to be actively managed, have higher fees and can either be unlisted or managed on a stock exchange.
