- Issuer
- JPMorgan
- Inception Date
- Sep 25, 2024
- Region
- Developed Markets (Broad)
- Category
- Global Equities, Dividend
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- U.S.
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $11M
Share Price Chart
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Performance
JDIV Performance Chart
JPMorgan Dividend Leaders ETF (JDIV) is up 6.3% since the beginning of the year. JDIV is currently trading at $57 per share.
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Returns By Period
JPMorgan Dividend Leaders ETF (JDIV) has returned 6.27% so far this year and 15.83% over the past 12 months.
JPMorgan Dividend Leaders ETF
- 1D
- -0.05%
- 1M
- 1.32%
- YTD
- 6.27%
- 6M
- 6.75%
- 1Y
- 15.83%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
JDIV Monthly Returns History
Based on dividend-adjusted daily data since Sep 26, 2024, JDIV's average daily return is +0.05%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2026 with a return of +6.9%, while the worst month was Mar 2026 at -6.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.
On a daily basis, JDIV closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +7.7%, while the worst single day was Apr 4, 2025 at -5.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.43% | 3.12% | -6.69% | 6.88% | 0.26% | 0.61% | 6.27% | ||||||
| 2025 | 4.10% | 0.89% | -2.06% | -0.14% | 5.77% | 4.39% | 0.08% | 1.72% | 2.37% | -0.46% | 1.70% | -0.56% | 18.98% |
| 2024 | -0.19% | -2.77% | 1.49% | -3.63% | -5.07% |
Benchmark Metrics
JPMorgan Dividend Leaders ETF has an annualized alpha of -1.37%, beta of 0.77, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since September 26, 2024.
- This ETF participated in 63.49% of S&P 500 Index downside but only 60.17% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -1.37%
- Beta
- 0.77
- R²
- 0.82
- Upside Capture
- 60.17%
- Downside Capture
- 63.49%
Expense Ratio
JDIV has an expense ratio of 0.47%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JDIV ranks 38 for risk / return — below 38% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for JPMorgan Dividend Leaders ETF (JDIV) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JDIV | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.78 | -1.07 |
| Martin ratioReturn relative to average drawdown | 6.74 | 12.44 | -5.70 |
Dividends
Dividend History
JPMorgan Dividend Leaders ETF provided a 2.06% dividend yield over the last twelve months, with an annual payout of $1.17 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $1.17 | $1.15 | $0.17 |
Dividend yield | 2.06% | 2.15% | 0.36% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Dividend Leaders ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.13 | ||||||
| 2025 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.51 | $1.15 |
| 2024 | $0.17 | $0.17 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Dividend Leaders ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan Dividend Leaders ETF was 13.34%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.
The current JPMorgan Dividend Leaders ETF drawdown is 0.37%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -13.34%Apr 2025 | 1mo 16d | 1mo 4d | 2mo 20dFeb 2025 - May 2025 |
2026 pullback2026 | -9.28%Mar 2026 | 1mo 2d | 1mo 7d | 2mo 9dFeb 2026 - May 2026 |
2025 pullback2025 | -6.50%Jan 2025 | 2mo 21d | 1mo 11d | 4mo 2dOct 2024 - Feb 2025 |
2025 pullback2025 | -4.52%Nov 2025 | 23d | 21d | 1mo 14dOct 2025 - Dec 2025 |
2026 pullback2026 | -3.26%Jun 2026 | 7d | — | 20d 6hJun 2026 - now |
Drawdown Indicators
| JDIV | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.34% | -56.78% | +43.44% |
Max Drawdown (1Y)Largest decline over 1 year | -9.28% | -9.10% | -0.18% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.37% | -1.80% | +1.43% |
Average DrawdownAverage peak-to-trough decline | -1.99% | -10.71% | +8.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 2.03% | +0.33% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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