JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF

JPME ISSUER

The JPMorgan Funds, issuer of the JPME, endeavors to mirror the performance of the JP Morgan Diversified Factor US Mid Cap Equity Index by investing at least 80% of its assets in securities included in the Underlying Index. Diversification is a cornerstone of the fund's strategy, with holdings spread across various sectors such as basic materials, technology, and utilities. The Underlying Index, managed by the fund's adviser, employs a multi-factor selection process focusing on value, momentum, and quality characteristics. With 356 represented companies as of January 31, 2024, ranging from $356 million to $64.3 billion in market capitalization, the fund seeks to replicate the constituent securities of the Underlying Index as closely as possible through passive indexing techniques. While aiming to track the Underlying Index's performance, the fund may employ representative sampling strategies if necessary, ensuring that at least 80% of its assets remain in line with the index. Additionally, the Fund may utilize exchange-traded futures contracts, allowing it to seek performance that corresponds to the Underlying Index, thereby maintaining alignment with its investment objectives.

JPME DIVIDEND

JPME Dividend, an offering from JPMorgan Funds, is designed to provide investors with exposure to dividend-paying mid-cap U.S. equities while closely tracking the performance of the JP Morgan Diversified Factor US Mid Cap Equity Index. The fund primarily invests in securities included in the Underlying Index, which selects holdings based on factors like value, momentum, and quality characteristics. With a focus on dividend-yielding stocks, JPME Dividend aims to deliver a steady stream of income to investors while maintaining diversification across sectors such as consumer discretionary, financials, and healthcare. Managed by the fund's adviser, the strategy emphasizes replicating the constituent securities of the Underlying Index through passive indexing techniques, ensuring alignment with the index's performance objectives. Additionally, the fund may utilize representative sampling strategies if necessary to maintain at least 80% of its assets in line with the index, providing investors with a convenient way to access mid-cap dividend-paying equities within a diversified investment approach.

JPME TRACKING

JPME Tracking, offered by JPMorgan Funds, is engineered to closely mirror the performance of the JP Morgan Diversified Factor US Mid Cap Equity Index. With a commitment to passive indexing, the fund invests at least 80% of its assets in securities encompassed within the Underlying Index. Utilizing a multi-factor selection process focusing on value, momentum, and quality characteristics, JPME Tracking aims to capture the market movements of mid-cap U.S. equities while mitigating risk through diversification across sectors such as technology, consumer staples, and industrials. Managed by the fund's adviser, the strategy emphasizes replication of the constituent securities of the Underlying Index, ensuring that investors gain exposure to the broad mid-cap market while maintaining alignment with the index's performance objectives. Through its tracking approach, JPME Tracking offers investors a straightforward means to participate in the potential growth opportunities of mid-cap equities within a disciplined and transparent investment framework.

JPME CORRELATION

JPME Correlation, part of the JPMorgan Funds suite, is tailored to closely correlate with the movements of the JP Morgan Diversified Factor US Mid Cap Equity Index. By investing a minimum of 80% of its assets in securities comprising the Underlying Index, JPME Correlation seeks to mirror the index's performance dynamics. With a strategic focus on factors such as value, momentum, and quality characteristics, the fund endeavors to maintain alignment with the market trends of mid-cap U.S. equities across various sectors. Managed by the fund's adviser, JPME Correlation aims to replicate the constituent securities of the Underlying Index through a passive indexing strategy, offering investors exposure to mid-cap equities while minimizing tracking error. Through this approach, JPME Correlation provides investors with a reliable vehicle to participate in the performance of the mid-cap segment of the market while aiming to closely correlate with the movements of the underlying index.

JPME SECTOR

JPME Sector, part of the JPMorgan Funds lineup, is strategically designed to align closely with the sector allocations of the JP Morgan Diversified Factor US Mid Cap Equity Index. By investing primarily in securities included in the Underlying Index, JPME Sector aims to mirror the sector composition and weightings of the index. With a focus on factors such as value, momentum, and quality characteristics, the fund endeavors to capture the performance of mid-cap U.S. equities within specific sectors such as technology, healthcare, and consumer discretionary. Managed by the fund's adviser, JPME Sector employs a passive indexing strategy to replicate the constituent securities of the Underlying Index, providing investors with targeted exposure to sector-specific opportunities within the mid-cap equity market. Through this approach, JPME Sector offers investors a convenient and efficient means to access the potential growth prospects of mid-cap sectors while closely tracking the movements of the underlying index.

JPME EXPOSURE

JPME Exposure, a constituent of JPMorgan Funds, is meticulously crafted to provide investors with broad exposure to the JP Morgan Diversified Factor US Mid Cap Equity Index. With a strategic focus on replicating the index's performance dynamics, the fund invests a minimum of 80% of its assets in securities comprising the Underlying Index. Leveraging a multi-factor selection process that emphasizes value, momentum, and quality characteristics, JPME Exposure aims to capture the comprehensive market movements of mid-cap U.S. equities across various sectors. Managed by the fund's adviser, the strategy employs a passive indexing approach to replicate the constituent securities of the Underlying Index, offering investors a convenient avenue to gain exposure to the mid-cap segment of the market. Through JPME Exposure, investors can access diversified exposure to mid-cap equities while aiming to closely track the performance of the underlying index, thereby facilitating potential growth opportunities within this market segment.