JCPB | JPMorgan Core Plus Bond ETF

JCPB ISSUER

JCPB issuer, managed by JPMorgan Funds, adopts a comprehensive investment strategy focused on a diverse range of fixed-income securities. Primarily, the fund invests in corporate bonds, U.S. treasury obligations, and various U.S. government and agency securities, along with asset-backed, mortgage-related, and mortgage-backed securities. It also includes investments in debt securities below investment grade, including those from foreign and emerging markets. With a focus on bonds, the fund typically invests at least 80% of its assets in this asset class. The average weighted maturity of its portfolio usually ranges between five and twenty years, although adjustments may occur based on market conditions. Additionally, the fund may allocate a significant portion of its assets to mortgage-related securities and may invest up to 25% in foreign securities. While employing derivatives for various purposes including risk management and income generation, the fund also considers environmental, social, and governance (ESG) factors in its investment decisions. Overall, JCPB issuer offers a diversified approach to fixed-income investing, blending strategic positioning with tactical considerations and risk management techniques.

JCPB DIVIDEND

JCPB, managed by JPMorgan Funds, offers investors a dividend strategy within its comprehensive investment approach. With a focus on fixed-income securities, the dividend policy of JCPB seeks to provide consistent income to shareholders. By primarily investing in corporate bonds, U.S. treasury obligations, government and agency securities, and various mortgage-backed securities, the fund generates income from interest payments and distributions from its holdings. The dividend payout reflects the income earned by the fund's portfolio, providing investors with a regular stream of cash distributions. With a commitment to delivering value to shareholders, JCPB's dividend strategy aligns with its overall objective of generating income while managing risk within the fixed-income market.

JCPB TRACKING

JCPB, managed by JPMorgan Funds, implements a tracking strategy to monitor and manage its investment performance relative to a specified benchmark. With a focus on fixed-income securities, the fund employs tracking techniques to ensure that its returns closely mirror the performance of its designated benchmark index. By regularly comparing its portfolio composition and returns to the benchmark, JCPB seeks to achieve its investment objectives while minimizing tracking error. Through diligent tracking, the fund aims to provide investors with a reliable investment vehicle that delivers returns consistent with market trends and benchmarks in the fixed-income space. JCPB's tracking strategy underscores its commitment to transparency, accountability, and delivering value to shareholders by aligning its performance with established market benchmarks.

JCPB CORRELATION

JCPB, managed by JPMorgan Funds, employs a correlation strategy to evaluate the relationship between its investment returns and various market factors. With a focus on fixed-income securities, the fund analyzes the correlation between its performance and factors such as interest rates, credit spreads, and economic indicators. By understanding these correlations, JCPB aims to manage risk effectively and optimize portfolio diversification. Through careful assessment of correlations, the fund seeks to identify opportunities to enhance returns while minimizing volatility. JCPB's correlation strategy reflects its commitment to delivering consistent performance and managing risk within the fixed-income market, ensuring alignment with investors' objectives and market dynamics.

JCPB SECTOR

JCPB, managed by JPMorgan Funds, implements a sector strategy to allocate its assets across various segments of the fixed-income market. With a focus on corporate bonds, U.S. treasury obligations, government and agency securities, and mortgage-backed securities, the fund strategically positions itself within different sectors to capitalize on opportunities and manage risk. Through rigorous analysis and tactical considerations, JCPB evaluates sector performance, economic trends, and market conditions to make informed investment decisions. By diversifying across sectors, the fund aims to optimize risk-adjusted returns and mitigate concentration risk. JCPB's sector strategy underscores its commitment to delivering value to shareholders by actively managing sector exposures within the fixed-income landscape to achieve its investment objectives.

JCPB EXPOSURE

JCPB, overseen by JPMorgan Funds, adopts an exposure strategy to manage its overall risk profile and capture opportunities within the fixed-income market. The fund strategically allocates its assets across various investment avenues, including corporate bonds, U.S. treasury obligations, government and agency securities, mortgage-backed securities, and foreign securities. Through diversified exposure, JCPB aims to balance potential returns with risk mitigation, considering factors such as credit quality, interest rate sensitivity, and market dynamics. Additionally, the fund may utilize derivatives to enhance exposure to certain sectors or asset classes while managing overall portfolio risk. JCPB's exposure strategy reflects its proactive approach to capturing market opportunities while prudently managing risk, ultimately seeking to deliver favorable risk-adjusted returns to investors.