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JPUS
+6.09 · +4.97%
$128.64 · NYSE ARCA

JPMorgan Diversified Return U.S. Equity ETF (JPUS) ETF Analysis | Mid-Cap Value

JPMorgan · United States
AUM:$421.9M
#– of – in Mid-Cap Value 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 18.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.18% — competitive for the exposure provided.

What is JPUS?

The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
JPUS delivered 18.4% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.18% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 5.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$421.9M
Expense Ratio0.18%
Dividend Yield2.17%
Holdings50
Inception DateSept 2015
DomicileUnited States
DistributionNA
Index–
ProviderJPMorgan
Beta0.83
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.2%
1Y
+19.2%
3Y
+55.0%
5Y
+58.8%
OpenBook InsightIf you had invested £10,000 in JPUS 5 years ago, it would have grown to £15,882 — a gain of £5,882.

Annual Returns

Calendar year performance

JPUS delivered positive returns in 4 of the last 5 calendar years.
YearJPUS
2026 YTD+15.5%
2025+11.2%
2024+13.0%
2023+11.5%
2022-8.2%
CAGR 4yr+6.5%
4/5 positive yearsAvg return: +8.6%Worst year: -8.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
7.2%
Low
Momentum
+2.4%
30-day change
Support Level
142.73
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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