- ISIN
- US46654Q6171
- CUSIP
- 46654Q617
- Issuer
- JPMorgan
- Inception Date
- Mar 13, 2025
- Region
- North America (United States)
- Category
- Large Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $685M
Highlights
- Avg. Volume (1M)
- 200K
- Avg. Volume Value (1M)
- $13.36M
Share Price Chart
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Performance
JUSA Performance Chart
JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) is up 9.9% since the beginning of the year. JUSA is currently trading at $68 per share.
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Returns By Period
JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) has returned 9.88% so far this year and 20.83% over the past 12 months.
JPMorgan U.S. Research Enhanced Large Cap ETF
- 1D
- 0.73%
- 1M
- 0.79%
- 6M
- 8.34%
- YTD
- 9.88%
- 1Y
- 20.83%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 23.88%
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%
JUSA Monthly Returns History
Based on dividend-adjusted daily data since Mar 14, 2025, JUSA's average daily return is +0.09%, while the average monthly return is +1.81%. At this rate, an investment would double in approximately 3.2 years.
Historically, 71% of months were positive and 29% were negative. The best month was Apr 2026 with a return of +10.3%, while the worst month was Mar 2026 at -4.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 2 months.
On a daily basis, JUSA closed higher 58% of trading days. The best single day was Apr 9, 2025 with a return of +9.6%, while the worst single day was Apr 4, 2025 at -10.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.42% | -0.92% | -4.85% | 10.33% | 4.66% | -1.10% | 0.63% | 9.88% | |||||
| 2025 | -0.23% | -0.83% | 6.32% | 5.26% | 2.04% | 1.87% | 3.32% | 2.38% | 0.22% | 0.23% | 22.30% |
Benchmark Metrics
JPMorgan U.S. Research Enhanced Large Cap ETF has an annualized alpha of -0.45%, beta of 1.00, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since March 14, 2025.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (93.49%) than losses (86.93%) - typical of diversified or defensive assets.
- With beta of 1.00 and R2 of 0.89, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.45%
- Beta
- 1.00
- R²
- 0.89
- Upside Capture
- 93.49%
- Downside Capture
- 86.93%
Expense Ratio
JUSA has an expense ratio of 0.20%, which is considered low.
Return for Risk
Risk / Return Rank
JUSA ranks 64 for risk / return — above 64% of ETFs peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) 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.
| JUSA | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.13 | 2.00 | +0.13 |
| Martin ratioReturn relative to average drawdown | 9.13 | 8.49 | +0.64 |
Dividends
Dividend History
JPMorgan U.S. Research Enhanced Large Cap ETF provided a 0.79% dividend yield over the last twelve months, with an annual payout of $0.54 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $0.54 | $0.47 |
Dividend yield | 0.79% | 0.77% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan U.S. Research Enhanced Large Cap 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 | $0.11 | $0.00 | $0.00 | $0.06 | $0.00 | $0.17 | |||||
| 2025 | $0.11 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.21 | $0.47 |
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 U.S. Research Enhanced Large Cap 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. Research Enhanced Large Cap ETF was 14.02%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.
The current JPMorgan U.S. Research Enhanced Large Cap ETF drawdown is 0.83%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-14.02%Apr 2025 | 13d | 1mo 4d | 1mo 17dMar 2025 - May 2025 | 2025 selloff2025 |
-8.93%Mar 2026 | 1mo 25d | 15d | 2mo 10dFeb 2026 - Apr 2026 | — |
-4.94%Nov 2025 | 21d | 20d | 1mo 11dOct 2025 - Dec 2025 | — |
-4.36%Jun 2026 | 7d | — | 2moJun 2026 - now | — |
-2.88%Oct 2025 | 1d | 11d | 12dOct 2025 - Oct 2025 | — |
Drawdown Indicators
| JUSA | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.02% | -56.78% | +42.76% |
Max Drawdown (1Y)Largest decline over 1 year | -8.93% | -9.10% | +0.17% |
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 | -0.83% | -1.58% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -1.54% | -10.70% | +9.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 2.14% | -0.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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