Key stats
About JPMorgan Carbon Transition U.S. Equity ETF
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Inception date
Dec 9, 2020
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
JPMorgan Investment Management, Inc.
Distributor
JPMorgan Distribution Services, Inc.
ISIN
US46641Q2820
The security was delisted. The last day of trading on an exchange is October 03, 2025.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.
Related funds
Classification
What's in the fund
Exposure type
Cash
Bonds, Cash & Other100.00%
Cash100.00%
Top 10 holdings
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
JCTR assets under management is 124.58 M MXN. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
JCTR invests in cash. See more details in our Analysis section.
JCTR expense ratio is 0.15%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, JCTR isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, JCTR pays dividends to its holders with the dividend yield of 0.00%.
JCTR shares are issued by JPMorgan Chase & Co.
JCTR follows the JPMorgan Asset Management Carbon Transition U.S. Equity Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Dec 9, 2020.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.