Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the JPMorgan Diversified Return U.S. Equity ETF (JPUS) is a passively managed exchange traded fund launched on September 29, 2015.
Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the JPMorgan Diversified Return U.S. Equity ETF (JPUS), a passively managed exchange traded fund launched on September 29, 2015.
The JPMorgan Diversified Return U.S. Equity ETF (JPUS) was launched on September 29, 2015, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 137 | $15,355.85 | $19,251.24 | $3,895.39 | 25.37% |
| SS Scott Solod Kelly Financial Group LLC | 4,699 | $541,499.7 | $665,895.29 | $124,395.59 | 22.97% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 637 | $82,944 | $90,205.57 | $7,261.57 | 8.75% |
Jill Batley Gateway Wealth Partners LLC | 2,754 | $358,688 | $389,993.94 | $31,305.94 | 8.73% |
| GZ Gregg Zeoli Empire Financial Management Company LLC | 4,398 | $437,709.34 | $622,800.78 | $185,091.44 | 42.29% |
| ARCA Exchange | US Country |
The described company operates as an investment fund that focuses on providing its investors exposure to U.S. equity securities through a strategic approach designed to leverage diversified factor characteristics. The fund commits to investing at least 80% of its assets in securities that are part of the underlying index, which is specifically constructed to include a wide range of U.S. equity securities. The objective of this investment strategy is to generate returns that align with the performance of the underlying index, while adhering to a diversified investment methodology.
The core product offering of the company involves the investment in large- and mid-cap equity securities of U.S. companies. These investments are primarily focused on common and preferred stock, as well as real estate investment trusts (REITs), ensuring a diversified portfolio for the fund’s subscribers. The selection of these securities is based on their inclusion in the underlying index, which is curated to embody a diversified set of factor characteristics aimed at optimized returns.
To achieve its investment goals, the fund employs a strategy that focuses on diversified factor characteristics. This involves analyzing and selecting U.S. equity securities that represent a broad spectrum of factors such as value, momentum, size, and volatility. By investing in securities that exhibit diverse factor characteristics, the fund aims to mitigate risks and capitalize on potential market opportunities across different segments of the U.S. equity market.
Another pivotal aspect of the fund’s operations revolves around its commitment to investing at least 80% of its assets in the securities included in the underlying index. This index is composed of U.S. equity securities selected for their diversified factor characteristics. This approach not only ensures that the fund’s portfolio is closely aligned with the U.S. equity market dynamics but also aids in maintaining a structured investment strategy that is transparent and easily understandable for investors.