Key stats
About JPMorgan U.S. Momentum Factor ETF
Expense ratio
0.12%
Home page
Inception date
Nov 8, 2017
JMOM selects companies from the Russell 1000 Index that have had high risk-adjusted total returns over the past 12 months. The momentum score considers the 12-month returns divided by the 12-month volatility of the returns to get the risk-adjusted returns. Companies are market cap-weighted, optimized to match the sector weights of the Russell 1000 Index. JMOM does not constrain sector or industry exposure, so investors could experience significant portfolio tilts towards one sector or another depending on the market environment. Holdings include common stock, REITs, and preferreds. The underlying index undergoes quarterly review.
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 Services23.88%
Electronic Technology14.14%
Finance12.64%
Health Technology8.64%
Retail Trade7.54%
Producer Manufacturing6.11%
Consumer Services4.62%
Consumer Non-Durables3.35%
Energy Minerals2.85%
Industrial Services2.72%
Health Services2.54%
Transportation2.18%
Utilities2.11%
Distribution Services2.02%
Non-Energy Minerals1.57%
Consumer Durables1.08%
Process Industries0.89%
Commercial Services0.67%
Communications0.27%
Bonds, Cash & Other0.18%
Cash0.18%
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