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AMJB
+3.03 · +9.63%
$34.45 · NYSE ARCA

JPMorgan Chase Financial Company LLC (AMJB) ETF Analysis | Energy Limited Partnership

JPMorgan · USA
AUM:$803.0M
#– of – in Energy Limited Partnership ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 18.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is AMJB?

The index measures the composite performance of MLPs that earn the majority of their cash flows from qualified activities involving energy commodities, which are referred to as index components, using a capped, float-adjusted, capitalization-weighted methodology. Qualified activities include compression, gathering and processing, liquefaction, marketing, pipeline transportation, rail terminating and storage of energy commodities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Strong Recent Performance
AMJB delivered 18.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Notable Dividend Yield
Current yield of 5.72% provides a meaningful income component alongside market exposure.
ETF Information
AUM$803.0M
Expense Ratio0.85%
Dividend Yield5.72%
Holdings1
Inception DateJan 2024
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta–
CategoryEnergy Limited Partnership
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.3%
1Y
+25.4%
3Y
+60.6%
5Y
+60.6%
OpenBook InsightIf you had invested £10,000 in AMJB 5 years ago, it would have grown to £16,059 — a gain of £6,059.

Annual Returns

Calendar year performance

AMJB delivered positive returns in 3 of the last 3 calendar years.
YearAMJB
2026 YTD+24.9%
2025+6.3%
2024+17.9%
CAGR 2yr+11.9%
3/3 positive yearsAvg return: +16.4%Worst year: +6.3% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
17.8%
Low
Momentum
+2.6%
30-day change
Support Level
36.27
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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