PortfoliosLab logoPortfoliosLab logo
ISIN
US46641Q3083
CUSIP
46641Q308
Issuer
JPMorgan
Inception Date
Jan 7, 2015
Region
Emerging Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
JPMorgan Diversified Factor Emerging Markets Equity Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$389M

Highlights

Avg. Volume (1M)
12K
Avg. Volume Value (1M)
$794.41K

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

JPEM Performance Chart

J.P. Morgan Diversified Return Emerging Markets Equity ETF (JPEM) is up 8.4% since the beginning of the year. JPEM is currently trading at $65 per share. Investors who bought $1,000 worth of JPEM shares 5 years ago would now be looking at an investment worth $1,414.


Loading charts...

Benchmark

Compare this symbol against anything

Returns By Period

J.P. Morgan Diversified Return Emerging Markets Equity ETF (JPEM) has returned 8.42% so far this year and 20.19% over the past 12 months. Over the last ten years, JPEM has returned 7.21% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.


J.P. Morgan Diversified Return Emerging Markets Equity ETF

1D
-0.09%
1M
3.23%
6M
1.88%
YTD
8.42%
1Y
20.19%
3Y*
12.56%
5Y*
7.18%
10Y*
7.21%
ALL TIME*
5.78%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JPEM Monthly Returns History

Based on dividend-adjusted daily data since Jan 9, 2015, JPEM's average daily return is +0.03%, while the average monthly return is +0.56%. At this rate, an investment would double in approximately 10.3 years.

Historically, 56% of months were positive and 44% were negative. The best month was Mar 2016 with a return of +13.1%, while the worst month was Mar 2020 at -20.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, JPEM closed higher 52% of trading days. The best single day was Mar 13, 2020 with a return of +7.0%, while the worst single day was Mar 16, 2020 at -11.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.42%3.27%-6.52%4.43%-0.23%-1.82%3.17%8.42%
20251.31%-1.94%2.74%1.71%3.10%3.66%-0.29%2.69%3.34%1.53%0.95%2.16%22.90%
2024-0.23%2.32%0.29%1.58%1.75%-0.71%1.42%-0.16%4.90%-4.87%-0.93%-0.89%4.23%
20235.11%-3.17%0.75%2.06%-3.26%2.69%5.13%-3.52%-0.05%-4.73%6.72%3.60%11.01%
20221.04%-1.95%-0.51%-4.89%0.72%-5.95%-0.05%-0.73%-7.21%2.72%10.86%-2.31%-9.03%
2021-0.87%1.91%2.32%1.93%4.09%0.10%-2.34%3.49%-2.59%-0.97%-2.63%3.72%8.11%

Benchmark Metrics

J.P. Morgan Diversified Return Emerging Markets Equity ETF has an annualized alpha of -1.81%, beta of 0.70, and R2 of 0.51 versus S&P 500 Index. Calculated based on daily prices since January 09, 2015.

  • This ETF participated in 75.11% of S&P 500 Index downside but only 57.30% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-1.81%
Beta
0.70
0.51
Upside Capture
57.30%
Downside Capture
75.11%

Expense Ratio

JPEM has an expense ratio of 0.44%, placing it in the medium range.


Return for Risk

Risk / Return Rank

JPEM ranks 59 for risk / return — above 59% of ETFs peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.


JPEM Risk / Return Rank: 5959
Overall Rank
JPEM Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
JPEM Sortino Ratio Rank: 6161
Sortino Ratio Rank
JPEM Omega Ratio Rank: 6464
Omega Ratio Rank
JPEM Calmar Ratio Rank: 5555
Calmar Ratio Rank
JPEM Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for J.P. Morgan Diversified Return Emerging Markets Equity ETF (JPEM) 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.


JPEMBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.08

Sortino ratioReturn per unit of downside risk

+0.11

Omega ratioGain probability vs. loss probability

1.28

1.25

+0.02

Calmar ratioReturn relative to maximum drawdown

1.99

2.00

-0.01

Martin ratioReturn relative to average drawdown

6.48

8.49

-2.02

Dividends

Dividend History

J.P. Morgan Diversified Return Emerging Markets Equity ETF provided a 4.28% dividend yield over the last twelve months, with an annual payout of $2.77 per share. The fund has been increasing its distributions for 3 consecutive years.


1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.77$2.82$2.65$2.33$2.32$2.50$1.56$1.98$1.42$1.25$0.59$1.31

Dividend yield

4.28%4.65%5.12%4.46%4.71%4.40%2.85%3.47%2.79%2.14%1.28%3.22%

Monthly Dividends

The table displays the monthly dividend distributions for J.P. Morgan Diversified Return Emerging Markets Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.26$0.00$0.00$0.79$0.00$1.05
2025$0.00$0.00$0.23$0.00$0.00$0.86$0.00$0.00$0.69$0.00$0.00$1.03$2.82
2024$0.00$0.00$0.09$0.00$0.00$0.77$0.00$0.00$0.78$0.00$0.00$1.01$2.65
2023$0.00$0.00$0.06$0.00$0.00$0.70$0.00$0.00$0.82$0.00$0.00$0.75$2.33
2022$0.00$0.00$0.26$0.00$0.00$0.76$0.00$0.00$0.98$0.00$0.00$0.32$2.32
2021$0.00$0.00$0.15$0.00$0.00$0.80$0.00$0.00$0.75$0.00$0.00$0.80$2.50

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the J.P. Morgan Diversified Return Emerging Markets Equity 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 J.P. Morgan Diversified Return Emerging Markets Equity ETF was 40.22%, occurring on Mar 23, 2020. Recovery took 277 trading sessions.

The current J.P. Morgan Diversified Return Emerging Markets Equity ETF drawdown is 1.97%.


Drawdown

Fall

Recovery

Underwater

Related event

-40.22%Mar 2020
2y 1mo1y 1mo
3y 3moJan 2018 - Apr 2021
COVID crash2020
-34.10%Jan 2016
8mo 26d1y 5mo
2y 2moApr 2015 - Jul 2017
-21.57%Sep 2022
7mo 15d1y 4mo
2y 5dFeb 2022 - Feb 2024
Bear market2022
-14.30%Apr 2025
6mo 2d2mo 3d
8mo 5dOct 2024 - Jun 2025
2025 selloff2025
-10.32%Mar 2026
22d
5mo 8dFeb 2026 - now

Drawdown Indicators


JPEMBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-40.22%

-56.78%

+16.56%

Max Drawdown (1Y)

Largest decline over 1 year

-10.32%

-9.10%

-1.22%

Max Drawdown (3Y)

Largest decline over 3 years

-14.30%

-18.90%

+4.60%

Max Drawdown (5Y)

Largest decline over 5 years

-21.57%

-25.43%

+3.86%

Max Drawdown (10Y)

Largest decline over 10 years

-40.22%

-33.92%

-6.30%

Current Drawdown

Current decline from peak

-1.97%

-1.58%

-0.39%

Average Drawdown

Average peak-to-trough decline

-9.39%

-10.70%

+1.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.17%

2.14%

+1.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with JPEM

Add J.P. Morgan Diversified Return Emerging Markets Equity ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with JPEM