- Issuer
- JPMorgan
- Inception Date
- Oct 4, 2023
- Region
- North America (U.S.)
- Category
- Technology Equities, Actively Managed
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $4B
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
JTEK Performance Chart
JPMorgan U.S. Tech Leaders ETF (JTEK) is up 22.1% since the beginning of the year. JTEK is currently trading at $110 per share.
Loading charts...
Returns By Period
JPMorgan U.S. Tech Leaders ETF (JTEK) has returned 22.06% so far this year and 38.34% over the past 12 months.
JPMorgan U.S. Tech Leaders ETF
- 1D
- 0.78%
- 1M
- 5.70%
- YTD
- 22.06%
- 6M
- 19.56%
- 1Y
- 38.34%
- 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%
JTEK Monthly Returns History
Based on dividend-adjusted daily data since Oct 5, 2023, JTEK's average daily return is +0.13%, while the average monthly return is +2.68%. At this rate, an investment would double in approximately 2.2 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2026 with a return of +18.9%, while the worst month was Mar 2025 at -12.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, JTEK closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +12.4%, while the worst single day was Jun 5, 2026 at -7.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.25% | -4.37% | -5.53% | 18.93% | 14.21% | 1.76% | 22.06% | ||||||
| 2025 | 7.77% | -5.97% | -12.38% | 4.24% | 9.94% | 9.69% | 0.35% | 0.57% | 7.90% | 5.31% | -5.99% | -1.07% | 19.03% |
| 2024 | 3.71% | 8.48% | -0.00% | -6.73% | 3.35% | 8.59% | -5.34% | 1.59% | 3.12% | 0.45% | 11.34% | -1.47% | 28.69% |
| 2023 | -3.70% | 15.19% | 6.66% | 18.31% |
Benchmark Metrics
JPMorgan U.S. Tech Leaders ETF has an annualized alpha of -1.97%, beta of 1.61, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since October 05, 2023.
- This ETF captured 158.08% of S&P 500 Index gains and 136.92% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- Beta of 1.61 means this ETF moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.
- Alpha
- -1.97%
- Beta
- 1.61
- R²
- 0.78
- Upside Capture
- 158.08%
- Downside Capture
- 136.92%
Expense Ratio
JTEK has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JTEK 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 U.S. Tech Leaders ETF (JTEK) 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.
| JTEK | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.37 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.78 | -1.03 |
| Martin ratioReturn relative to average drawdown | 5.02 | 12.44 | -7.42 |
Dividends
Dividend History
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 JPMorgan U.S. Tech 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 U.S. Tech Leaders ETF was 30.61%, occurring on Apr 8, 2025. Recovery took 68 trading sessions.
The current JPMorgan U.S. Tech Leaders ETF drawdown is 1.09%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -30.61%Apr 2025 | 1mo 18d | 3mo 10d | 4mo 28dFeb 2025 - Jul 2025 |
2026 bear market2026 | -22.02%Mar 2026 | 5mo 1d | 1mo 6d | 6mo 7dOct 2025 - May 2026 |
2024 correction2024 | -18.26%Aug 2024 | 27d | 3mo 3d | 4moJul 2024 - Nov 2024 |
2024 correction2024 | -11.05%Apr 2024 | 1mo 12d | 1mo 24d | 3mo 6dMar 2024 - Jun 2024 |
2023 correction2023 | -10.58%Oct 2023 | 14d | 19d | 1mo 3dOct 2023 - Nov 2023 |
Drawdown Indicators
| JTEK | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.61% | -56.78% | +26.17% |
Max Drawdown (1Y)Largest decline over 1 year | -22.02% | -9.10% | -12.92% |
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 | -1.09% | -1.80% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -10.71% | +5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.66% | 2.03% | +5.63% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with JTEK
Add JPMorgan U.S. Tech Leaders 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 JTEK