If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE), a passively managed exchange traded fund launched on November 15, 2016.
Launched on November 15, 2016, the JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.
Launched on November 15, 2016, the JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 11 | $500.39 | $651.46 | $151.07 | 30.19% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 43,455 | $2.61M | $2.64M | $25,003.7 | 0.96% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,452 | $233,418.36 | $269,012.1 | $35,593.74 | 15.25% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1.08M | $47.83M | $65.33M | $17.5M | 36.58% |
Brian Baylis Bell Investment Advisors Inc. | 174 | $7,798.68 | $10,568.76 | $2,770.08 | 35.52% |
| ARCA Exchange | US Country |
The company is a fund that primarily focuses on investing a significant portion of its assets within securities that form part of its underlying index. The definition of "Assets" for this fund encompasses both the net assets and any borrowed funds used for investment purposes. Emphasis is placed on the involvement in U.S. equity securities, chosen based on a diversified set of factor characteristics to encapsulate the fund's investment strategy. This fund adopts a systematic and rule-based approach for selecting securities, relying on a proprietary multi-factor process that assesses value, momentum, and quality characteristics. This methodological selection is aimed at achieving a balanced and diversified portfolio, reflecting the fund's commitment to combining rigorous analysis with strategic asset allocation.
The backbone of the fund's investment strategy revolves around U.S. equity securities. Selected based on a diversified set of factor characteristics, these securities are chosen with the goal of outperforming the market while managing investment risk. This involves a careful selection process that incorporates the analysis of value, which looks for securities priced below their intrinsic value; momentum, which focuses on securities that are showing an upwards price trend; and quality, which identifies companies with strong fundamentals. The fund dedicates at least 80% of its assets to these equity securities, demonstrating a strong commitment to this strategic approach.
In distinguishing itself within the investment landscape, the fund employs a rules-based proprietary multi-factor selection process. This process is distinctive in its use of a combination of value, momentum, and quality characteristics to select securities. It's a rigorous approach that aims to systematically identify securities that are positioned for success across various market conditions. By basing the selection of investments on these predefined characteristics, the fund seeks to maintain a balanced and diversified investment portfolio, geared towards achieving optimal returns for its investors over time.