JPEF: Traded Fund Trust JPMorgan Equity Focus ETF
About
JPEF was created on 2023-07-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 909.67m in AUM and 41 holdings. JPEF is an actively managed ETF that provides exposure to a narrow basket of US stocks. Selection integrates ESG factors to their bottom-up fundamental analysis.
Current Value
$68.441 Year Return
Current Value
$68.441 Year Return
Key Details
Assets Under Management
$999.51M
Div Yield %
0.30%
P/E Ratio
25.85
Net Asset Value
$68.02
Expense Ratio
0.50%
1Y ETF Return
0.36%
Strategies that include JPEF
Stock's related to JPEF
Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ETN | 72.17% | $143.73B | +60.21% | 1.02% |
| AMZN | 69.32% | $2.15T | +42.19% | 0.00% |
| PWR | 63.34% | $48.83B | +80.40% | 0.11% |
| KKR | 61.76% | $135.70B | +123.95% | 0.45% |
| META | 58.73% | $1.42T | +66.51% | 0.27% |
| MLM | 58.54% | $35.61B | +27.19% | 0.52% |
| ARES | 57.35% | $34.39B | +57.91% | 2.07% |
| GEV | 56.55% | $93.72B | +159.05% | 0.00% |
| TT | 56.27% | $92.94B | +82.73% | 0.79% |
| APO | 55.53% | $132.62B | +91.28% | 1.09% |
| FN | 55.51% | $9.02B | +50.13% | 0.00% |
| CYBR | 54.05% | $13.73B | +64.93% | 0.00% |
| DECK | 52.75% | $26.78B | +66.79% | 0.00% |
| NU | 52.60% | $63.92B | +64.95% | 0.00% |
| STX | 51.82% | $20.69B | +28.58% | 2.84% |
| XPO | 46.25% | $16.97B | +63.79% | 0.00% |
| LNW | 44.44% | $8.07B | +6.32% | 0.00% |
| DSP | 43.94% | $292.39M | +215.22% | 0.00% |
| VST | 43.30% | $52.69B | +349.00% | 0.56% |
| KB | 42.39% | $24.84B | +59.60% | 4.17% |
Uncorrelated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CME | -0.06% | $82.76B | +9.21% | 1.98% |
| DOGZ | -0.19% | $614.77M | +1,372.26% | 0.00% |
| FDP | 0.39% | $1.62B | +45.67% | 2.97% |
| FATBB | 0.45% | $81.94M | -12.91% | 11.69% |
| ASPS | -0.47% | $22.36M | -80.26% | 0.00% |
| CYD | 0.56% | $364.46M | -2.94% | 4.26% |
| BACK | -0.63% | $1.76M | -32.90% | 0.00% |
| TCS | -0.73% | $14.81M | -84.46% | 0.00% |
| UNH | 0.99% | $531.00B | +6.93% | 1.37% |
| BNED | 1.01% | $277.22M | -91.94% | 0.00% |
| SJM | -1.04% | $11.91B | -0.25% | 3.82% |
| CYCN | 1.24% | $4.77M | -16.19% | 0.00% |
| PG | 1.59% | $402.15B | +14.14% | 2.33% |
| OXBR | 1.65% | $19.05M | +178.18% | 0.00% |
| HUM | -1.66% | $33.45B | -45.22% | 1.25% |
| BCAN | -1.68% | $72.87M | -99.75% | 0.00% |
| EDSA | 1.74% | $7.11M | -21.79% | 0.00% |
| T | -1.85% | $163.09B | +40.40% | 4.87% |
| TCTM | 1.98% | $8.10M | -42.99% | 0.00% |
| PPC | 1.99% | $12.38B | +100.96% | 0.00% |
Inversely Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -19.69% | $21.46B | +15.84% | 1.11% |
| HUSA | -18.34% | $16.69M | -11.56% | 0.00% |
| GIS | -14.54% | $34.85B | -2.91% | 3.78% |
| CPB | -13.08% | $12.96B | +7.08% | 3.40% |
| K | -11.90% | $27.77B | +52.50% | 2.79% |
| UUU | -10.18% | $4.97M | -41.89% | 0.00% |
| PRPO | -10.01% | $9.10M | -13.65% | 0.00% |
| QTTB | -8.80% | $354.34M | +188.64% | 0.00% |
| MNR | -8.06% | $1.66B | -10.71% | 15.90% |
| LTM | -7.03% | $8.51B | -100.00% | <0.01% |
| LMT | -4.99% | $126.40B | +18.99% | 2.36% |
| MCK | -4.73% | $78.15B | +35.51% | 0.42% |
| NOC | -3.42% | $71.54B | +4.23% | 1.60% |
| HE | -3.27% | $1.82B | -17.47% | 0.00% |
| STG | -2.89% | $35.67M | +7.92% | 0.00% |
| CHD | -2.72% | $27.18B | +19.50% | 1.03% |
| COR | -2.46% | $47.48B | +21.20% | 0.86% |
| IMNN | -2.45% | $10.02M | -22.89% | 0.00% |
| QXO | -2.34% | $6.51B | -35.95% | 0.00% |
| NEUE | -2.08% | $40.93M | -34.13% | 0.00% |
ETF's related to JPEF
Correlated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| SPLG | 97.29% | $51.24B | 0.02% |
| IVV | 97.27% | $552.84B | 0.03% |
| GSLC | 97.20% | $13.36B | 0.09% |
| BBUS | 97.19% | $4.17B | 0.02% |
| SCHX | 97.18% | $51.48B | 0.03% |
| ESGU | 97.13% | $13.94B | 0.15% |
| PTLC | 97.13% | $3.28B | 0.6% |
| SPTM | 97.11% | $9.48B | 0.03% |
| PBUS | 97.05% | $5.94B | 0.04% |
| GSUS | 97.04% | $2.58B | 0.07% |
| SCHK | 97.03% | $3.96B | 0.05% |
| IYY | 96.99% | $2.29B | 0.2% |
| IWB | 96.99% | $38.73B | 0.15% |
| ILCB | 96.98% | $1.18B | 0.03% |
| VONE | 96.94% | $5.23B | 0.08% |
| BKLC | 96.91% | $3.03B | 0% |
| DFUS | 96.85% | $12.26B | 0.09% |
| LCTU | 96.84% | $1.26B | 0.14% |
| VV | 96.84% | $39.13B | 0.04% |
| SCHB | 96.72% | $32.41B | 0.03% |
Uncorrelated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| TBIL | 0.22% | $4.38B | 0.15% |
| MINT | -0.32% | $11.62B | 0.35% |
| ULST | -0.47% | $535.47M | 0.2% |
| SPTS | 1.07% | $5.71B | 0.03% |
| SHV | 1.37% | $18.13B | 0.15% |
| EQLS | 1.56% | $76.08M | 1% |
| TBLL | 1.58% | $1.92B | 0.08% |
| UTWO | 1.65% | $447.63M | 0.15% |
| FTSM | 1.89% | $6.08B | 0.45% |
| IBTE | -1.92% | $1.70B | 0.07% |
| SOYB | 1.94% | $27.32M | 0.22% |
| BOXX | 1.97% | $4.43B | 0.1949% |
| BSCO | 2.53% | $2.35B | 0.1% |
| IVOL | -2.60% | $548.70M | 1.02% |
| DFNM | 2.71% | $1.40B | 0.17% |
| ICSH | 3.53% | $5.57B | 0.08% |
| BILZ | -3.88% | $563.02M | 0.14% |
| CORN | -4.06% | $61.12M | 0.2% |
| SGOV | 4.23% | $27.53B | 0.09% |
| IBTF | 4.41% | $2.05B | 0.07% |
Inversely Correlated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| VIXY | -67.98% | $195.31M | 0.85% |
| TAIL | -62.82% | $67.98M | 0.59% |
| BTAL | -54.89% | $388.04M | 1.43% |
| USDU | -16.46% | $201.97M | 0.5% |
| UUP | -11.29% | $309.25M | 0.77% |
| JUCY | -10.95% | $324.29M | 0.6% |
| XHLF | -10.26% | $874.27M | 0.03% |
| CCOR | -9.89% | $109.04M | 1.18% |
| XONE | -7.99% | $548.88M | 0.03% |
| YEAR | -7.80% | $1.13B | 0.25% |
| HDRO | -6.25% | $164.26M | 0.3% |
| SHYD | -5.69% | $311.50M | 0.35% |
| XBIL | -5.63% | $637.70M | 0.15% |
| HTAB | -5.23% | $437.10M | 0.4% |
| CLOI | -5.15% | $715.40M | 0.4% |
| CGSM | -5.10% | $514.53M | 0.25% |
| KMLM | -5.06% | $353.87M | 0.9% |
| CTA | -4.87% | $350.27M | 0.78% |
| WEAT | -4.45% | $120.27M | 0.28% |
| CORN | -4.06% | $61.12M | 0.2% |
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Disclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.