Making its debut on 05/11/2016, smart beta exchange traded fund JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) provides investors broad exposure to the Style Box - Mid Cap Blend category of the market.
Designed to provide broad exposure to the Mid Cap Blend segment of the US equity market, the JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) is a passively managed exchange traded fund launched on May 11, 2016.
A smart beta exchange traded fund, the JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) debuted on 05/11/2016, and offers broad exposure to the Style Box - Mid Cap Blend category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 4,028 | $429,688.02 | $500,579.7 | $70,891.68 | 16.5% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,004 | $956,087.77 | $1.24M | $283,557.89 | 29.66% |
Bridget Fagerholt MAS Advisors LLC | 21,838 | $2.22M | $2.71M | $484,121.41 | 21.78% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 11,353 | $1.09M | $1.41M | $315,388.66 | 28.84% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,536 | $312,463.68 | $438,888.32 | $126,424.64 | 40.46% |
| ARCA Exchange | US Country |
The company is an investment fund that focuses on generating returns by investing a majority of its assets in securities that are part of a specific underlying index. This underlying index is carefully selected to comprise U.S. equity securities that represent a broad range of factor characteristics. These factors may include but are not limited to volatility, momentum, value, and size, aiming to provide diversified exposure to the U.S. equity market. The strategy is designed to tap into the potential growth of various sectors, minimizing risks by diversifying investments across different types of equities that behave differently under various market conditions.
This product offers investors the opportunity to invest in a diversified portfolio of U.S. equity securities. The portfolio is designed to track an underlying index, which is composed of stocks selected across a broad range of industries and factors. This approach aims to provide a balanced exposure to the U.S. equity market, targeting long-term growth while managing risk.
The fund's investment strategy emphasizes diversifying across various factor characteristics. These characteristics or factors could include stocks' volatility, momentum, value, or size. By allocating investments across securities that exhibit different attributes, the fund seeks to enhance returns while mitigating risks, providing investors with a robust investment solution that is responsive to different market conditions.