JIG | JPMorgan International Growth ETF

JIG ISSUER

The JPMorgan Funds, acting as a JIG issuer, focuses on investing in equity securities of foreign companies, particularly large and mid-capitalization firms with a history of above-average growth or anticipated growth spurts. It selects companies from a variety of developed and emerging market countries, ensuring diversification across at least three foreign nations, although it may concentrate investments in a single country if deemed advantageous. The Fund's investment portfolio comprises various equity securities such as common and preferred stocks, trust interests, depositary receipts, warrants, and rights. To manage currency risks, it heavily invests in securities denominated in foreign currencies and utilizes derivatives like currency forwards and exchange-traded futures for risk management and efficient cash flow management. The Fund's investment approach is rooted in a fundamental bottom-up strategy, emphasizing companies with strong growth and quality characteristics, identified through rigorous internal research and evaluation against growth, quality, and valuation criteria. Moreover, the Fund evaluates the impact of environmental, social, and governance (ESG) factors on potential investments, seeking to identify financially material issues and engaging with issuers as necessary, though ultimately the decision to invest may not solely hinge on these factors.

JIG DIVIDEND

JIG Dividend, a component of the JPMorgan Funds, specializes in generating income through dividend-paying securities. It focuses on investing in a diversified portfolio of equities, particularly targeting companies with a consistent history of paying dividends. The fund strategically selects dividend-paying stocks from both domestic and international markets, with an emphasis on companies demonstrating strong financial health and sustainable dividend growth potential. JIG Dividend employs a meticulous bottom-up approach, conducting thorough research and analysis to identify high-quality dividend-paying companies. By investing in a mix of dividend-paying stocks across various sectors and regions, the fund aims to provide investors with a steady income stream while also seeking potential capital appreciation over the long term. Additionally, the fund may utilize derivative instruments and other strategies to enhance dividend yield and manage risk effectively, catering to investors seeking income generation within their investment portfolios.

JIG TRACKING

JIG Tracking, an integral part of the JPMorgan Funds, is dedicated to replicating the performance of a specific market index or benchmark. It employs a passive investment strategy, aiming to closely mirror the returns of the designated index by holding a portfolio of securities in similar proportions to those within the index. The fund meticulously tracks the index through continuous monitoring and periodic rebalancing to ensure alignment with the benchmark's composition and weighting. JIG Tracking provides investors with a convenient and cost-effective way to gain exposure to a particular market segment or asset class without the need for active management. By minimizing the need for frequent trading and relying on systematic tracking methodologies, the fund aims to deliver returns that closely mirror the performance of the chosen index, making it an attractive option for investors seeking broad market exposure with low management fees and minimal tracking error.

JIG CORRELATION

JIG Correlation, a vital component of the JPMorgan Funds, focuses on assessing and managing the correlation of its investment portfolio with various market factors and indices. Employing sophisticated quantitative models and analysis techniques, the fund aims to understand the degree of correlation between its holdings and relevant market benchmarks. By closely monitoring and adjusting the portfolio composition based on observed correlations, JIG Correlation seeks to achieve its investment objectives while managing risk effectively. The fund may employ diversification strategies, sector rotation, and other risk mitigation techniques to reduce correlation with specific market movements or economic variables. Through rigorous research and proactive risk management, JIG Correlation endeavors to provide investors with a portfolio that offers diversification benefits and may perform differently from traditional asset classes during various market conditions, potentially enhancing overall portfolio stability and risk-adjusted returns.

JIG SECTOR

JIG Sector, an essential facet of the JPMorgan Funds, specializes in targeted investments within specific sectors of the economy. This sector-focused approach allows the fund to capitalize on opportunities and trends within individual industries while managing risk through diversification. Leveraging in-depth research and analysis, JIG Sector identifies sectors with favorable growth prospects, strong fundamentals, and potential for outperformance. The fund strategically allocates its assets across various sectors, adjusting its portfolio composition based on changing market conditions and sector dynamics. By focusing on select sectors, JIG Sector aims to generate alpha and provide investors with the opportunity to benefit from the growth potential of specific industries while mitigating overall portfolio risk. Whether it's technology, healthcare, consumer goods, or energy, JIG Sector aims to deliver superior returns by investing in sectors poised for growth and resilience in the face of market fluctuations.

JIG EXPOSURE

JIG Exposure, an integral component of the JPMorgan Funds, is designed to provide investors with targeted exposure to specific asset classes, regions, or investment themes. Through a diverse range of investment strategies and instruments, JIG Exposure aims to capture opportunities while managing risk effectively. The fund may utilize a variety of approaches, including long-only or long-short strategies, derivatives, and alternative investments, to gain exposure to desired market segments or themes. Whether it's emerging markets, fixed income, commodities, or alternative assets, JIG Exposure seeks to offer investors access to diverse investment opportunities that align with their risk tolerance and investment objectives. With a focus on rigorous research, risk management, and portfolio construction, JIG Exposure aims to optimize returns while carefully managing exposure to market volatility and other risk factors, providing investors with a tailored investment solution to meet their specific needs and preferences.