Key stats
About JPMorgan Carbon Transition U.S. Equity ETF
Expense ratio
0.15%
Home page
Inception date
Dec 9, 2020
JCTR targets large-cap companies in the US that are poised to adapt to a lower carbon economy over time, while maintaining a market-like portfolio. The fund draws its selection universe from the broad Russell 1000 Index, which represents the largest 1,000 companies in the US. An exclusionary screen is then applied to remove companies engaged in controversial weapons activity, as defined by the United Nations Convention on Certain Controversial Weapons. Remaining stocks are ranked using a carbon transition score, which reflects a company's efficiency in managing carbon emissions, resources (such as electricity, water and waste) and carbon-related risks. Stocks are weighted by market capitalization, subject to trading and liquidity constraints.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stocks99.82%
Technology Services22.69%
Electronic Technology15.89%
Finance13.19%
Health Technology9.28%
Retail Trade6.87%
Consumer Non-Durables4.77%
Producer Manufacturing4.48%
Commercial Services4.22%
Consumer Services3.62%
Energy Minerals2.83%
Health Services2.47%
Utilities2.08%
Consumer Durables1.71%
Industrial Services1.70%
Process Industries1.42%
Distribution Services1.03%
Transportation0.85%
Non-Energy Minerals0.46%
Communications0.25%
Bonds, Cash & Other0.18%
Mutual fund0.18%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history