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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
$393M

Share Price Chart


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Performance

JPEM Performance Chart

J.P. Morgan Diversified Return Emerging Markets Equity ETF (JPEM) is up 7.5% 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 $1,373.


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S&P 500 Index

Returns By Period

J.P. Morgan Diversified Return Emerging Markets Equity ETF (JPEM) has returned 7.50% so far this year and 23.92% over the past 12 months. Over the last ten years, JPEM has returned 8.20% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


J.P. Morgan Diversified Return Emerging Markets Equity ETF

1D
-0.02%
1M
1.31%
YTD
7.50%
6M
8.40%
1Y
23.92%
3Y*
14.04%
5Y*
6.55%
10Y*
8.20%

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%
*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, 57% of months were positive and 43% 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%0.43%7.50%
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 -1.88%, 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 75.56% of S&P 500 Index downside but only 57.30% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-1.88%
Beta
0.70
0.51
Upside Capture
57.30%
Downside Capture
75.56%

Expense Ratio

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


Return for Risk

Risk / Return Rank

JPEM ranks 52 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


JPEM Risk / Return Rank: 5252
Overall Rank
JPEM Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
JPEM Sortino Ratio Rank: 5353
Sortino Ratio Rank
JPEM Omega Ratio Rank: 5656
Omega Ratio Rank
JPEM Calmar Ratio Rank: 4848
Calmar Ratio Rank
JPEM Martin Ratio Rank: 5050
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by 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

-0.24

Sortino ratioReturn per unit of downside risk

-0.28

Omega ratioGain probability vs. loss probability

1.34

1.37

-0.03

Calmar ratioReturn relative to maximum drawdown

2.33

2.78

-0.46

Martin ratioReturn relative to average drawdown

8.37

12.44

-4.07

Dividends

Dividend History

J.P. Morgan Diversified Return Emerging Markets Equity ETF provided a 4.39% dividend yield over the last twelve months, with an annual payout of $2.85 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$2.85$2.82$2.65$2.33$2.32$2.50$1.56$1.98$1.42$1.25$0.59$1.31

Dividend yield

4.39%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$0.00$0.26
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.


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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 2.80%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-40.22%Mar 2020
2y 1mo1y 1mo
3y 3moJan 2018 - Apr 2021
2016 bear market2016
-34.10%Jan 2016
8mo 26d1y 5mo
2y 2moApr 2015 - Jul 2017
Bear market2022
-21.57%Sep 2022
7mo 15d1y 4mo
2y 5dFeb 2022 - Feb 2024
2025 selloff2025
-14.30%Apr 2025
6mo 2d2mo 3d
8mo 5dOct 2024 - Jun 2025
2026 correction2026
-10.32%Mar 2026
22d
3mo 27dFeb 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

-2.80%

-1.80%

-1.00%

Average Drawdown

Average peak-to-trough decline

-9.44%

-10.71%

+1.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.87%

2.03%

+0.84%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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