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JPSE
+3.85 · +7.85%
$52.93 · NYSE ARCA

JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) ETF Analysis | Small Blend

JPMorgan · United States
AUM:$558.0M
#– of – in Small 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 21.2% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.29% — competitive for the exposure provided.

What is JPSE?

The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
JPSE delivered 21.2% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.29% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 4.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$558.0M
Expense Ratio0.29%
Dividend Yield1.52%
Holdings50
Inception DateNov 2016
DomicileUnited States
DistributionNA
Index–
ProviderJPMorgan
Beta1.08
CategorySmall 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
+9.4%
1Y
+21.4%
3Y
+50.8%
5Y
+45.1%
OpenBook InsightIf you had invested £10,000 in JPSE 5 years ago, it would have grown to £14,512 — a gain of £4,512.

Annual Returns

Calendar year performance

JPSE delivered positive returns in 4 of the last 5 calendar years.
YearJPSE
2026 YTD+18.3%
2025+8.9%
2024+8.3%
2023+16.1%
2022-15.2%
CAGR 4yr+3.8%
4/5 positive yearsAvg return: +7.3%Worst year: -15.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
11.2%
Low
Momentum
+0.3%
30-day change
Support Level
59.58
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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