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JPEF
+2.64 · +3.64%
$75.19 · NASDAQ

JPMorgan Equity Focus ETF (JPEF) ETF Analysis | Large Blend

JPMorgan · USA
AUM:$1.8B
#– of – in Large Blend 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 14.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is JPEF?

Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
JPEF returned 14.2% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 42.5% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.8B
Expense Ratio0.50%
Dividend Yield0.69%
Holdings40
Inception DateJul 2011
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta1.00
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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

Performance Metrics

Historical returns

6M
+7.7%
1Y
+12.1%
3Y
+68.2%
5Y
+65.4%
OpenBook InsightIf you had invested £10,000 in JPEF 5 years ago, it would have grown to £16,535 — a gain of £6,535.

Annual Returns

Calendar year performance

JPEF delivered positive returns in 4 of the last 4 calendar years.
YearJPEF
2026 YTD+9.1%
2025+12.0%
2024+28.5%
2023+5.7%
CAGR 3yr+15.0%
4/4 positive yearsAvg return: +13.8%Worst year: +5.7% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.8%
Low
Momentum
+2.1%
30-day change
Support Level
81.03
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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