evenfolioETF Details
JPMorgan·Large Blend·JMOM · NYSE Arca
JPMorgan U.S. Momentum Factor ETF (JMOM)
- Price
- $79.52
- —30 Oct 2026
- Assets
- $2.7B
- Total net assets
- Expense ratio
- 0.12%
- Category 0.72%
- Yield
- 0.75%
- Trailing distributions
- 1Y return
- 17.1%+5.5%
- Category 11.6%
- 3Y CAGR
- 27.1%+5.6%
- Category 21.5%
- 5Y CAGR
- 11.9%+1.5%
- Category 10.4%
Loading NAV history…
JPMorgan U.S. Momentum Factor ETF
Calendar-year returns
Fund only: no comparison series covers this fund's history.
Risk statistics
Five years of daily closes. Risk-free rate 4% a year.
- Standard deviation
- —
- Maximum drawdown
- —
- Sharpe ratio
- —
- Sortino ratio
- —
- Beta
- —
- Alpha
- —
- R²
- —
- Information ratio
- —
- Upside capture
- —
- Downside capture
- —
- Tracking error
- —
| Period | 1M | 3M | 6M | YTD | 1Y | 3YCAGR | 5YCAGR | 10YCAGR | LaunchCAGR |
|---|---|---|---|---|---|---|---|---|---|
| ETF | -4.6% | -1.4% | +4.4% | +17.4% | +17.1% | +27.1% | +11.9% | — | +15.0% |
| Large Blend average | -0.5% | 0.8% | 4.7% | 11.0% | 11.6% | 21.5% | 10.4% | 14.1% | 12.2% |
| Difference | -4.1% | -2.2% | -0.3% | +6.4% | +5.5% | +5.6% | +1.5% | — | +2.8% |
Holdings
The 10 largest positions make up 19.3% of the fund.
Top holdings
| Ticker | Holding | Weight |
|---|---|---|
| AMD | Advanced Micro Devices Inc | 2.54% |
| MU | Micron Technology Inc | 2.08% |
| AAPL | Apple Inc | 2.06% |
| MSFT | Microsoft Corp | 2.04% |
| GOOGL | Alphabet Inc Class A | 2.02% |
| NVDA | NVIDIA Corp | 1.97% |
| AVGO | Broadcom Inc | 1.95% |
| JNJ | Johnson & Johnson | 1.80% |
| INTC | Intel Corp | 1.63% |
| PLTR | Palantir Technologies Inc Ordinary Shares - Class A | 1.26% |
Portfolio valuation
Weighted averages of what the fund holds.
- P/E
- 25.3
- P/B
- 5.2
- P/S
- 2.7
- P/CF
- 18.9
Sector allocation
Share of the equity the fund holds.
- Technology44.8%
- Industrials11.7%
- Health care9.7%
- Financial services9.3%
- Consumer discretionary6.6%
- Consumer staples5.0%
- Communication services3.9%
- Energy3.5%
- Real estate2.3%
- Utilities2.0%
- Materials1.2%
Asset mix
- Stocks99.9%
- Cash0.1%
ETF details
- Issuer
- JPMorgan
- Category
- Equity · Large Blend
- Ticker
- JMOM
- Exchange
- NYSE Arca
- Inception
- 8 Nov 2017 (9.0 years)
- Structure
- Exchange Traded Fund
- Expense ratio
- 0.12% (category 0.72%)
- Holdings turnover
- 39% (category 95%)
- Distribution yield
- 0.75%
- Beta, 3 years
- 1.09
- Total net assets
- $2.7B
Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.
Other large blend ETFs
Other ETFs in the Large Blend category.
- APUE · ActivePassive U.S. Equity ETFActive Passive Funds · $2.5B · ER 0.31%
- KLMN · Invesco MSCI North America Climate ETFInvesco · $2.5B · ER 0.09%
- GUSA · Goldman Sachs MarketBeta U.S. 1000 Equity ETFGoldman Sachs · $2.4B · ER 0.10%
- DFSU · Dimensional US Sustainability Core 1 ETFDimensional Fund Advisors · $2.3B · ER 0.15%
- IWL · iShares Russell Top 200 ETFiShares · $2.2B · ER 0.15%5Y 12.5%
- TILT · Northern Trust Morningstar US Market Factor Tilt ETFNorthern Trust · $2.2B · ER 0.25%5Y 10.7%