Symbols

JUSA

JPMorgan U.S. Research Enhanced Large Cap ETF·NYSE

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Key Stats

Assets Under Management

27.93MUSD

Fund Flows (1Y)

3.02MUSD

Dividend Yield

0.99%

Discount/Premium to NAV

-0.02%

Shares Outstanding

450.00K

Expense Ratio

0.20%

About JPMorgan U.S. Research Enhanced Large Cap ETF

Issuer

J.P. Morgan Investment Management Inc.

Brand

JPMorgan

Home Page

https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-u-s-research-enhanced-large-cap-etf-etf-shares-46654q617

Inception Date

Mar 13, 2025

Structure

Open-Ended Fund

Index Tracked

Management Style

Active

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

JPMorgan Investment Management, Inc.

Distributor

JPMorgan Distribution Services, Inc.

JUSA actively invests in equity securities of large-cap companies in the US. Portfolio construction and management is done using a three-step process combining research, valuation, and stock selection. Initially, the adviser looks at the prospects of a company over a period to determine its real growth potential. Proprietary data and public disclosures are analyzed to identify the relative value used in ranking the companies in each sector group. The impact of environmental, social and governance (ESG) may also be factored in during the selection process. Investment decisions, including buy and sell of securities, are at the discretion of the adviser who utilizes the research and valuation rankings as basis. Undervalued securities are modestly overweighted in each sector. The fund may invest in mid-cap stocks and utilize derivatives, primarily future contracts.