evenfolio
JPMorganMid-Cap BlendJPME · NYSE Arca

JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)

Price
$124.89
11 Sept 2026
Assets
$476.3M
Total net assets
Expense ratio
0.24%
Category 0.86%
Yield
1.74%
Trailing distributions
3Y CAGR
15.2%-1.1%
Category 16.3%
5Y CAGR
8.8%+0.2%
Category 8.6%
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JPMorgan Diversified Return U.S. Mid Cap Equity 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
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.7%+0.5%+10.8%+15.8%+15.9%+15.2%+8.8%+11.1%+11.0%
Mid-Cap Blend average-3.6%0.3%13.5%14.0%14.9%16.3%8.6%11.8%12.6%
Difference+1.0%+0.2%-2.7%+1.8%+1.0%-1.1%+0.2%-0.7%-1.6%

Holdings

The 10 largest positions make up 4.9% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
DINOHF Sinclair Corp0.57%
HALOHalozyme Therapeutics Inc0.54%
VMRKVivmark Residential0.53%
ILMNIllumina Inc0.50%
APAAPA Corp0.47%
PRPermian Resources Corp Class A0.46%
DARDarling Ingredients Inc0.46%
AUAnglogold Ashanti PLC0.46%
LHLabcorp Holdings Inc0.46%
RPRXRoyalty Pharma PLC Class A0.45%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
17.9
P/B
2.4
P/S
1.4
P/CF
9.9

Sector allocation

Share of the equity the fund holds.

13.2%Health care11 sectors
  1. Health care13.2%
  2. Real estate11.2%
  3. Consumer staples10.5%
  4. Industrials10.2%
  5. Technology9.7%
  6. Utilities9.2%
  7. Consumer discretionary8.6%
  8. Financial services8.5%
  9. Energy8.0%
  10. Materials7.1%
  11. Communication services3.8%

Asset mix

  • Stocks99.7%
  • Cash0.3%

ETF details

Issuer
JPMorgan
Category
Equity · Mid-Cap Blend
Ticker
JPME
Exchange
NYSE Arca
Inception
11 May 2016 (10.3 years)
Structure
Exchange Traded Fund
Expense ratio
0.24% (category 0.86%)
Holdings turnover
25% (category 65%)
Distribution yield
1.74%
Beta, 3 years
0.75
Total net assets
$476.3M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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