JPUS vs. JMOM ETF Comparison

Comparison of JPMorgan Diversified Return U.S. Equity ETF (JPUS) to JPMorgan U.S. Momentum Factor ETF (JMOM)

JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPUS Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

Grade (RS Rating)

Last Trade

$119.21

Average Daily Volume

7,891

Number of Holdings ^*

354

* may have additional holdings in another (foreign) market

JMOM

JPMorgan U.S. Momentum Factor ETF

JMOM Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Momentum Factor Index. 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. The underlying index is comprised of U.S. equity securities selected to represent positive momentum factor characteristics.

Grade (RS Rating)

Last Trade

$56.64

Average Daily Volume

55,347

Number of Holdings ^*

274

* may have additional holdings in another (foreign) market

Performance

Period	JPUS	JMOM
30 Days	3.61%	3.06%
60 Days	6.37%	5.65%
90 Days	8.24%	5.92%
12 Months	24.93%	36.10%

148 Overlapping Holdings

	Symbol	Grade	Weight in JPUS	Weight in JMOM	Overlap
	AAPL	C	0.36%	1.8%	0.36%
	ABBV	C	0.38%	1.43%	0.38%
	ACGL	C	0.35%	0.37%	0.35%
	ADBE	F	0.06%	1.0%	0.06%
	ADI	C	0.36%	0.45%	0.36%
	AFL	C	0.4%	0.41%	0.4%
	AGO	C	0.04%	0.06%	0.04%
	ALSN	B	0.3%	0.22%	0.22%
	AM	C	0.37%	0.2%	0.2%
	AMAT	D	0.29%	0.68%	0.29%
	AMP	A	0.23%	0.36%	0.23%
	ANET	B	0.4%	0.5%	0.4%
	APH	D	0.35%	0.43%	0.35%
	APO	C	0.16%	0.38%	0.16%
	AVGO	C	0.33%	1.69%	0.33%
	AZO	D	0.36%	0.4%	0.36%
	BAH	C	0.33%	0.27%	0.27%
	BG	D	0.35%	0.01%	0.01%
	BKNG	C	0.14%	0.62%	0.14%
	BLDR	C	0.34%	0.27%	0.27%
	BRBR	C	0.12%	0.12%	0.12%
	BRK.A	C	0.41%	2.23%	0.41%
	CACI	B	0.13%	0.26%	0.13%
	CAH	C	0.35%	0.3%	0.3%
	CASY	D	0.38%	0.25%	0.25%
	CAT	B	0.24%	0.79%	0.24%
	CB	B	0.29%	0.65%	0.29%
	CBOE	C	0.3%	0.32%	0.3%
	CBRE	A	0.05%	0.39%	0.05%
	CDNS	D	0.28%	0.39%	0.28%
	CEG	C	0.33%	0.25%	0.25%
	CELH	F	0.2%	0.13%	0.13%
	CHD	D	0.36%	0.28%	0.28%
	CL	D	0.42%	0.18%	0.18%
	CNM	F	0.17%	0.17%	0.17%
	CNP	C	0.3%	0.2%	0.2%
	COP	D	0.25%	0.61%	0.25%
	CSCO	C	0.35%	0.0%	0.0%
	DHI	B	0.46%	0.22%	0.22%
	DHR	B	0.33%	0.83%	0.33%
	DINO	F	0.24%	0.15%	0.15%
	DKS	D	0.36%	0.23%	0.23%
	DTM	B	0.05%	0.18%	0.05%
	ECL	B	0.29%	0.12%	0.12%
	ED	C	0.4%	0.27%	0.27%
	EQIX	C	0.33%	0.22%	0.22%
	ETN	C	0.36%	0.59%	0.36%
	EXP	B	0.18%	0.23%	0.18%
	FANG	D	0.3%	0.29%	0.29%
	FCNCA	D	0.42%	0.05%	0.05%
	FE	C	0.39%	0.13%	0.13%
	FYBR	C	0.51%	0.09%	0.09%
	GAP	F	0.17%	0.17%	0.17%
	GD	B	0.38%	0.49%	0.38%
	GNTX	F	0.28%	0.04%	0.04%
	GOOGL	D	0.1%	1.66%	0.1%
	GWW	B	0.38%	0.36%	0.36%
	HCA	B	0.43%	0.26%	0.26%
	HPE	D	0.23%	0.14%	0.14%
	HRB	C	0.46%	0.12%	0.12%
	HUBB	B	0.31%	0.27%	0.27%
	IBM	B	0.11%	0.92%	0.11%
	INGR	B	0.43%	0.21%	0.21%
	INTU	C	0.34%	0.81%	0.34%
	IRM	C	0.48%	0.38%	0.38%
	IT	B	0.31%	0.33%	0.31%
	JEF	B	0.24%	0.28%	0.24%
	JNPR	B	0.41%	0.24%	0.24%
	KLAC	D	0.33%	0.52%	0.33%
	KO	C	0.43%	0.22%	0.22%
	KR	C	0.41%	0.26%	0.26%
	LIN	B	0.28%	0.19%	0.19%
	LLY	C	0.4%	2.02%	0.4%
	LOPE	D	0.08%	0.13%	0.08%
	LOW	B	0.35%	0.36%	0.35%
	LPX	B	0.07%	0.11%	0.07%
	LRCX	F	0.25%	0.46%	0.25%
	MCK	F	0.32%	0.41%	0.32%
	MDLZ	B	0.42%	0.59%	0.42%
	MEDP	F	0.2%	0.19%	0.19%
	META	B	0.39%	1.98%	0.39%
	MMC	C	0.38%	0.62%	0.38%
	MOH	D	0.16%	0.25%	0.16%
	MPC	F	0.35%	0.4%	0.35%
	MRK	D	0.32%	0.24%	0.24%
	MSFT	C	0.35%	1.85%	0.35%
	MSI	B	0.44%	0.49%	0.44%
	MTG	B	0.36%	0.11%	0.11%
	NI	B	0.42%	0.23%	0.23%
	NTAP	D	0.31%	0.26%	0.26%
	NUE	F	0.28%	0.27%	0.27%
	NVDA	D	0.34%	1.62%	0.34%
	OC	D	0.28%	0.22%	0.22%
	ORCL	C	0.38%	0.92%	0.38%
	ORI	B	0.29%	0.14%	0.14%
	ORLY	C	0.36%	0.42%	0.36%
	PAG	D	0.3%	0.17%	0.17%
	PCAR	D	0.05%	0.35%	0.05%
	PEP	C	0.4%	0.15%	0.15%
	PG	C	0.39%	0.25%	0.25%
	PGR	B	0.46%	0.76%	0.46%
	PH	B	0.33%	0.49%	0.33%
	PHM	B	0.44%	0.33%	0.33%
	POST	C	0.42%	0.24%	0.24%
	PSX	F	0.33%	0.38%	0.33%
	PWR	B	0.37%	0.31%	0.31%
	QCOM	D	0.21%	0.8%	0.21%
	R	A	0.14%	0.17%	0.14%
	RGA	C	0.16%	0.25%	0.16%
	RPM	B	0.26%	0.13%	0.13%
	RS	D	0.34%	0.24%	0.24%
	RSG	D	0.4%	0.36%	0.36%
	SAIC	C	0.09%	0.25%	0.09%
	SCCO	D	0.35%	0.2%	0.2%
	SLM	D	0.09%	0.03%	0.03%
	SNX	D	0.22%	0.13%	0.13%
	SO	B	0.42%	0.23%	0.23%
	SPB	C	0.27%	0.12%	0.12%
	SPG	B	0.41%	0.41%	0.41%
	SRE	C	0.36%	0.08%	0.08%
	SSNC	B	0.04%	0.14%	0.04%
	STAG	C	0.26%	0.08%	0.08%
	STLD	F	0.3%	0.21%	0.21%
	STZ	D	0.36%	0.18%	0.18%
	SYK	C	0.29%	0.68%	0.29%
	T	C	0.46%	0.18%	0.18%
	THC	A	0.19%	0.28%	0.19%
	TJX	B	0.35%	0.69%	0.35%
	TKR	D	0.2%	0.01%	0.01%
	TMO	B	0.18%	1.07%	0.18%
	TMUS	C	0.43%	0.56%	0.43%
	TOL	B	0.45%	0.28%	0.28%
	TRGP	B	0.46%	0.35%	0.35%
	TSCO	C	0.37%	0.17%	0.17%
	UNH	C	0.37%	1.59%	0.37%
	UNM	B	0.41%	0.25%	0.25%
	USFD	B	0.43%	0.24%	0.24%
	VLO	F	0.32%	0.27%	0.27%
	VLTO	C	0.04%	0.11%	0.04%
	VRTX	D	0.37%	0.63%	0.37%
	VST	C	0.34%	0.27%	0.27%
	VVV	D	0.1%	0.09%	0.09%
	WELL	C	0.42%	0.52%	0.42%
	WLK	D	0.34%	0.18%	0.18%
	WM	D	0.38%	0.5%	0.38%
	WMB	B	0.34%	0.41%	0.34%
	WSM	D	0.34%	0.08%	0.08%
	WY	C	0.34%	0.23%	0.23%

JPUS Overweight 206 Positions Relative to JMOM

	Symbol	Grade	Weight
	K	B	0.52%
	PM	C	0.46%
	OHI	B	0.45%
	JLL	B	0.45%
	NVR	B	0.44%
	MO	C	0.44%
	PEG	B	0.43%
	CUBE	B	0.43%
	ETR	B	0.43%
	EIX	C	0.43%
	HIG	B	0.43%
	UHS	B	0.43%
	PPL	C	0.42%
	LMT	C	0.42%
	PNW	C	0.42%
	CPB	C	0.42%
	CAG	C	0.42%
	LEN	B	0.42%
	KHC	C	0.41%
	CLH	A	0.41%
	SYY	D	0.41%
	REGN	C	0.41%
	KVUE	C	0.41%
	TAP	D	0.41%
	AMGN	B	0.41%
	VZ	B	0.41%
	REG	C	0.41%
	LAMR	B	0.41%
	GRMN	D	0.4%
	GIS	B	0.4%
	CI	C	0.4%
	DVA	B	0.4%
	ESS	B	0.4%
	PFGC	B	0.4%
	CLX	C	0.39%
	PSA	B	0.39%
	CMCSA	D	0.39%
	ROKU	C	0.38%
	BRX	B	0.38%
	XOM	C	0.38%
	KMB	D	0.38%
	PCG	C	0.38%
	GLPI	C	0.38%
	CTSH	C	0.37%
	XEL	B	0.37%
	UTHR	C	0.37%
	SYF	C	0.37%
	D	C	0.37%
	VICI	C	0.37%
	ADM	D	0.37%
	EVRG	B	0.36%
	HST	C	0.36%
	LYB	D	0.36%
	FNF	B	0.36%
	WEC	C	0.36%
	ELV	C	0.36%
	DGX	B	0.36%
	OGE	C	0.36%
	NXST	D	0.35%
	EXC	C	0.35%
	DUK	C	0.35%
	AVB	B	0.34%
	FAST	C	0.34%
	KIM	C	0.34%
	ABT	C	0.34%
	COF	B	0.34%
	CHTR	D	0.34%
	IP	B	0.34%
	CMI	C	0.34%
	DTE	C	0.33%
	KMI	B	0.33%
	ACN	C	0.33%
	GILD	B	0.33%
	MNST	D	0.33%
	CIEN	C	0.33%
	AOS	D	0.32%
	CE	F	0.32%
	ZTS	C	0.32%
	ACI	F	0.31%
	HOLX	B	0.31%
	NFG	B	0.31%
	CTRA	D	0.31%
	ITW	C	0.31%
	LNG	C	0.3%
	UNP	C	0.3%
	CF	C	0.3%
	EG	C	0.3%
	TSN	C	0.3%
	CMS	C	0.3%
	CTVA	B	0.3%
	MAS	B	0.3%
	CVX	D	0.3%
	HRL	C	0.29%
	STE	C	0.29%
	DOW	D	0.29%
	EMN	B	0.28%
	MRO	C	0.28%
	X	F	0.28%
	EOG	D	0.27%
	CVS	D	0.27%
	ESI	D	0.27%
	HBAN	B	0.27%
	PKG	B	0.27%
	FITB	B	0.27%
	VTR	C	0.27%
	MDT	C	0.26%
	WPC	C	0.26%
	OLN	D	0.26%
	BBY	C	0.26%
	BAC	D	0.26%
	ROST	C	0.26%
	EQT	D	0.26%
	DOX	C	0.25%
	HUN	D	0.25%
	SJM	C	0.25%
	UGI	C	0.24%
	TGT	C	0.24%
	WST	D	0.24%
	DRI	B	0.24%
	GEHC	C	0.24%
	EQR	B	0.23%
	PFE	C	0.23%
	MAA	B	0.23%
	FCX	D	0.23%
	AME	C	0.23%
	NEM	B	0.23%
	FLO	C	0.23%
	MSM	D	0.23%
	VTRS	D	0.22%
	BMY	C	0.22%
	NNN	C	0.21%
	ITT	B	0.21%
	PK	D	0.21%
	BPOP	C	0.21%
	ALLY	F	0.21%
	PLD	C	0.21%
	SAM	F	0.2%
	CCI	C	0.2%
	BDX	D	0.2%
	KDP	B	0.19%
	XP	D	0.19%
	EPR	B	0.19%
	F	F	0.18%
	SCI	B	0.18%
	CPT	B	0.18%
	STWD	B	0.18%
	NEU	D	0.18%
	CLF	F	0.17%
	RHI	D	0.17%
	M	F	0.17%
	OMF	D	0.17%
	FR	B	0.17%
	CHE	C	0.17%
	AVY	C	0.16%
	SWKS	D	0.16%
	EA	D	0.16%
	CSL	B	0.15%
	KRC	B	0.15%
	MOS	F	0.15%
	ASH	D	0.15%
	ATO	B	0.15%
	IPG	C	0.15%
	HIW	B	0.15%
	CSX	D	0.13%
	COKE	C	0.13%
	WU	F	0.13%
	STT	A	0.12%
	WRB	C	0.12%
	VIRT	C	0.12%
	USB	B	0.1%
	FRT	C	0.1%
	DFS	B	0.1%
	PFG	B	0.1%
	UI	B	0.1%
	PRU	C	0.09%
	PPC	D	0.09%
	IDA	C	0.09%
	CARR	B	0.09%
	OXY	F	0.09%
	CHK	D	0.09%
	RF	B	0.08%
	CSGP	D	0.08%
	NKE	D	0.07%
	IRDM	D	0.07%
	OTIS	C	0.07%
	EGP	B	0.07%
	CFG	C	0.06%
	DLB	D	0.06%
	AFG	B	0.06%
	KEY	B	0.05%
	RRC	D	0.05%
	TNL	D	0.05%
	CWEN	C	0.05%
	LSTR	D	0.04%
	HUM	F	0.04%
	FTRE	D	0.03%
	LEG	D	0.03%
	HOG	C	0.03%
	CRI	D	0.03%
	LBRDK	F	0.03%
	KSS	F	0.01%
	SON	C	0.01%
	AEE	C	0.01%
	CC	F	0.01%
	GO	F	0.01%
	LW	D	0.01%

JPUS Underweight 126 Positions Relative to JMOM

	Symbol	Grade	Weight
	COST	B	-1.63%
	HD	B	-1.45%
	CRM	D	-1.04%
	GE	B	-0.86%
	AMD	D	-0.84%
	ISRG	B	-0.83%
	NOW	B	-0.8%
	NFLX	B	-0.76%
	BSX	B	-0.65%
	UBER	C	-0.63%
	AMZN	C	-0.61%
	PANW	D	-0.57%
	KKR	B	-0.5%
	PLTR	B	-0.49%
	CTAS	B	-0.49%
	MU	F	-0.47%
	TDG	B	-0.46%
	CMG	C	-0.43%
	AJG	D	-0.43%
	AXP	B	-0.43%
	ROP	C	-0.41%
	FICO	B	-0.41%
	SNPS	D	-0.4%
	MRVL	C	-0.39%
	DLR	B	-0.39%
	SPOT	B	-0.38%
	DASH	C	-0.38%
	HLT	B	-0.38%
	HWM	B	-0.37%
	WDAY	D	-0.37%
	URI	B	-0.37%
	TTD	B	-0.36%
	NU	B	-0.36%
	ICE	C	-0.35%
	RCL	B	-0.35%
	MPWR	C	-0.34%
	BRO	C	-0.32%
	CRWD	D	-0.32%
	IQV	C	-0.32%
	CPRT	D	-0.32%
	AXON	B	-0.31%
	CVNA	B	-0.3%
	ARES	B	-0.3%
	APP	C	-0.3%
	GDDY	C	-0.29%
	GEV	B	-0.28%
	CDW	D	-0.28%
	TXN	C	-0.27%
	NTNX	C	-0.27%
	BR	D	-0.27%
	LII	B	-0.27%
	GWRE	A	-0.27%
	EME	B	-0.26%
	VRT	C	-0.26%
	MANH	B	-0.25%
	HUBS	D	-0.25%
	DELL	D	-0.25%
	PTC	D	-0.25%
	DECK	C	-0.25%
	FRPT	B	-0.24%
	LDOS	B	-0.24%
	MSTR	D	-0.24%
	FTI	D	-0.23%
	WING	B	-0.23%
	AKAM	D	-0.23%
	WDC	D	-0.23%
	COIN	F	-0.23%
	XPO	D	-0.22%
	TPX	C	-0.21%
	TYL	C	-0.21%
	MCHP	F	-0.21%
	GLW	C	-0.21%
	HPQ	D	-0.2%
	TXT	D	-0.2%
	AN	D	-0.19%
	IBKR	B	-0.19%
	BWXT	D	-0.19%
	NVT	D	-0.19%
	DKNG	C	-0.19%
	ZS	F	-0.18%
	INVH	C	-0.18%
	CW	B	-0.18%
	TPR	C	-0.18%
	WSO	C	-0.18%
	JBL	D	-0.18%
	PSTG	F	-0.18%
	SAIA	D	-0.17%
	H	C	-0.17%
	KD	D	-0.17%
	SMCI	F	-0.17%
	ROL	C	-0.17%
	FFIV	B	-0.16%
	ARMK	B	-0.16%
	BLD	D	-0.16%
	ONTO	D	-0.16%
	PINS	F	-0.15%
	TER	D	-0.15%
	BSY	D	-0.15%
	AZEK	C	-0.15%
	PRI	B	-0.14%
	TW	B	-0.14%
	PSN	B	-0.14%
	AVT	C	-0.13%
	COHR	C	-0.13%
	CRUS	D	-0.13%
	HEI	B	-0.13%
	ESTC	F	-0.13%
	EHC	C	-0.13%
	RYAN	D	-0.13%
	EVR	A	-0.11%
	MTSI	D	-0.11%
	VRSK	D	-0.11%
	HII	D	-0.11%
	WFRD	F	-0.1%
	INFA	D	-0.09%
	APPF	D	-0.09%
	OLED	C	-0.09%
	FDX	C	-0.08%
	CACC	F	-0.08%
	PNR	B	-0.06%
	DXCM	F	-0.05%
	VNT	F	-0.04%
	VSTS	D	-0.03%
	LECO	F	-0.02%
	AYI	B	-0.01%
	MORN	C	-0.0%

JPUS: Top Represented Industries & Keywords

Industries: Utilities - Regulated Electric Packaged Foods Oil & Gas E&P Specialty Chemicals Banks - Regional - US Drug Manufacturers - Major REIT - Diversified REIT - Retail Beverages - Soft Drinks Communication Equipment Credit Services Diversified Industrials Health Care Plans Household & Personal Products Information Technology Services REIT - Industrial Specialty Retail Utilities - Diversified Building Materials Chemicals

Keywords: S&P 500 Nasdaq 100 Natural Gas Electricity Real Estate Investment Trust Insurance Electronics Mining Chemical Bank Dow Jones Component Computing Medicine Plastic Real Estate Market Telecommunications Banking Broadband Insurance Products Petroleum Industry

JMOM: Top Represented Industries & Keywords

Industries: Software - Application Semiconductors Software - Infrastructure Business Services Aerospace & Defense Information Technology Services Specialty Retail Diversified Industrials Semiconductor Equipment & Materials Asset Management Building Materials Diagnostics & Research Electronic Components Internet Content & Information Oil & Gas Refining & Marketing Communication Equipment Packaged Foods Specialty Chemicals Auto & Truck Dealerships Beverages - Soft Drinks

Keywords: S&P 500 Nasdaq 100 Computing IBD 50 Electronics Insurance Cloud Computing Semiconductor Natural Gas Aerospace Dow Jones Component Integrated Circuits Work From Home Building Materials Cloud Infrastructure Electricity Mobile Devices Mining Telecommunications Construction