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JPMorgan Equity Focus ETF

JPEF

Market cap $2.08B

82.11 USD

-0.21

0.26%

At close Updated Oct 29, 4:00 PM EDT

Pre-market

After hours

82.02

-0.09

0.11%

1 day

-0.26%

5 days

1.68%

1 month

1.01%

3 months

5.54%

6 months

5.92%

Year to date

10.16%

1 year

7.94%

5 years

64.02%

10 years

64.02%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 0%

Neutral 0%

Negative 0%

JPEF Is An Active ETF To Shortlist, But Mind Performance Nuances And Expenses

JPMorgan Equity Focus ETF offers an active, concentrated take on U.S. equities. Currently, an ETF, it existed as a mutual fund before July 28, 2023. While managers have the full discretion to pick either the growth or value side, the fund is currently long growth plus quality. JPEF's returns since the conversion are unquestionably solid as it has bested iShares Core S&P 500 ETF, yet there are not particularly attractive nuances when it comes to longer-term performance.

JPEF Is An Active ETF To Shortlist, But Mind Performance Nuances And Expenses

The Great Mutual-Fund-to-ETF Migration

The growth of active ETFs has propelled a wave of mutual fund-to-ETF conversions. Nearly 80% of all new product launches in both the third quarter and for the full year have been actively managed.

The Great Mutual-Fund-to-ETF Migration

Advisors Very Comfortable With Active Equity ETFs

Actively managed ETFs represented less than 10% of U.S. assets but gathered approximately 30% of the industry's flows this year, as of August. This is more than triple the market share achieved during 2021, when ETFs gathered more than $900 billion, the current record.

Advisors Very Comfortable With Active Equity ETFs

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