Should JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) Be on Your Investing Radar?

Zacks03-28

Launched on 11/15/2016, the JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2422198602?lang=en_US&edition=fundamental","thumbnail":"https://s.yimg.com/uu/api/res/1.2/d6hN0_BhikrNdWTnix6fng--~B/aD03NDE7dz05MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/7853de8d69faeccb7d1ad6ebba40b8a2","is_english":true,"pubTime":"2024-03-28 18:20","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2422198602","market":"us","top_or_hot":-1,"title":"Should JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) Be on Your Investing Radar?","media":"Zacks","content":"<div>\n<p>Launched on 11/15/2016, the JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment...</p>\n\n<a href=\"https://finance.yahoo.com/news/jpmorgan-diversified-return-u-small-102006168.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) Be on Your Investing Radar?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) Be on Your Investing Radar?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-28 18:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/jpmorgan-diversified-return-u-small-102006168.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Launched on 11/15/2016, the JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment...</p>\n\n<a href=\"https://finance.yahoo.com/news/jpmorgan-diversified-return-u-small-102006168.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TZA","symbol_name":"罗素2000指数三倍做空ETF","start_time":0,"source_url":"https://finance.yahoo.com/news/jpmorgan-diversified-return-u-small-102006168.html","article_id":"2422198602","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/d6hN0_BhikrNdWTnix6fng--~B/aD03NDE7dz05MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/7853de8d69faeccb7d1ad6ebba40b8a2"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2422198602","pubTimestamp":1711621206,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Launched on 11/15/2016, the JPMorgan Diversified Return U.S. Small Cap Equity ETF  is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.The fund is sponsored by J.P. Morgan. It has amassed assets over $479.04 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market.There's a lot of potential to investing in small cap companies, but with market capitalization below $2 billion, that high potential comes with even higher risk.Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.The iShares Russell 2000 ETF  and the iShares Core S&P Small-Cap ETF  track a similar index. While","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TZA":"罗素2000指数三倍做空ETF","BK4535":"淡马锡持仓","IWN":"罗素2000价值股指数ETF-iShares","IWO":"罗素2000成长股指数ETF","BK4588":"碎股","BK4550":"红杉资本持仓","BK4084":"特种房地产投资信托","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","IJR":"标普小型股600指数ETF-iShares","BK4547":"WSB热门概念","JPSE":"JPMorgan Diversified Return U.S. Small Cap Equity ETF","BK4581":"高盛持仓","SRTY":"罗素2000指数三倍做空ETF-ProShares","FDN":"First Trust Dow Jones Internet I","TNA":"罗素2000指数三倍做多ETF-Direxion","BK4183":"个人用品","TWM":"罗素2000指数两倍做空ETF","GEO":"GEO惩教集团","JPM":"摩根大通","BRBR":"BellRing Brands, Inc.","IWM":"罗素2000指数ETF","UWM":"罗素2000指数ETF两倍做多","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4165":"安全和报警服务","RWM":"罗素2000指数反向ETF"},"translate_title":"摩根大通多元化回报美国小盘股ETF（JPSE）应该在你的投资雷达上吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JPSE":1,"IWM":1,"IJR":1,"GEO":1,"FDN":1,"BRBR":1,"JPM":1,"UWM":0.6,"RWM":0.6,"SRTY":0.6,"TNA":0.6,"IWO":0.6,"IWN":0.6,"TWM":0.6,"TZA":0.6,"MRTYmain":0.6,"MNQmain":0.6},"content_text":"Launched on 11/15/2016, the JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.\nThe fund is sponsored by J.P. Morgan. It has amassed assets over $479.04 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market.\nWhy Small Cap Blend\nThere's a lot of potential to investing in small cap companies, but with market capitalization below $2 billion, that high potential comes with even higher risk.\nBlend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics.\nCosts\nSince cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.\nAnnual operating expenses for this ETF are 0.29%, putting it on par with most peer products in the space.\nIt has a 12-month trailing dividend yield of 1.77%.\nSector Exposure and Top Holdings\nIt is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.\nThis ETF has heaviest allocation to the Financials sector--about 13.20% of the portfolio. Industrials and Information Technology round out the top three.\nLooking at individual holdings, Jpmorgan Us Govt Mmkt Fun accounts for about 0.93% of total assets, followed by Geo Group Inc/the Common (GEO) and Bellring Brands Inc (BRBR).\nThe top 10 holdings account for about 4.34% of total assets under management.\nPerformance and Risk\nJPSE seeks to match the performance of the Russell 2000 Diversified Factor Index before fees and expenses. The JP Morgan Diversified Factor US Small Cap Equity Index utilizes a rules-based approach that combines risk-based portfolio construction with multi-factor security selection, including value, quality and momentum factors.\nThe ETF has gained about 2.30% so far this year and is up about 18.17% in the last one year (as of 03/28/2024). In the past 52-week period, it has traded between $36.92 and $44.98.\nThe ETF has a beta of 1.14 and standard deviation of 20.79% for the trailing three-year period. With about 577 holdings, it effectively diversifies company-specific risk.\nAlternatives\nJPMorgan Diversified Return U.S. Small Cap Equity ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, JPSE is a sufficient option for those seeking exposure to the Style Box - Small Cap Blend area of the market. Investors might also want to consider some other ETF options in the space.\nThe iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $65.10 billion in assets, iShares Core S&P Small-Cap ETF has $79.84 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%.\nBottom-Line\nRetail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.\nTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nJPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE): ETF Research Reports\nGeo Group Inc (The) (GEO) : Free Stock Analysis Report\niShares Russell 2000 ETF (IWM): ETF Research Reports\niShares Core S&P Small-Cap ETF (IJR): ETF Research Reports\nBellRing Brands Inc. (BRBR) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2422198602"}