JPMorgan ActiveBuilders U.S. Large Cap Equity ETF (JUSA)
JUSA is a passive ETF by JPMorgan Chase tracking the investment results of the S&P 500. JUSA launched on Jul 7, 2021 and has a 0.17% expense ratio.
ETF Info
| CUSIP | 46641Q183 |
|---|---|
| Issuer | JPMorgan Chase |
| Inception Date | Jul 7, 2021 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities |
| Index Tracked | S&P 500 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Expense Ratio
The JPMorgan ActiveBuilders U.S. Large Cap Equity ETF features an expense ratio of 0.17%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: JUSA vs. SPY, JUSA vs. JEPI, JUSA vs. BBUS, JUSA vs. ESGV, JUSA vs. ^GSPC
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan ActiveBuilders U.S. Large Cap Equity ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 6.33% |
| 1 month | N/A | -2.81% |
| 6 months | N/A | 21.13% |
| 1 year | N/A | 24.56% |
| 5 years (annualized) | N/A | 11.55% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -1.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan ActiveBuilders U.S. Large Cap Equity ETF (JUSA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan ActiveBuilders U.S. Large Cap Equity ETF granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2022 | 2021 |
|---|---|---|---|
| Dividend | $0.00 | $0.69 | $0.28 |
Dividend yield | 0.00% | 1.57% | 0.53% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan ActiveBuilders U.S. Large Cap Equity 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 |
| 2021 | $0.28 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan ActiveBuilders U.S. Large Cap 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 JPMorgan ActiveBuilders U.S. Large Cap Equity ETF was 22.96%, occurring on Sep 30, 2022. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.96% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -5.18% | Aug 31, 2021 | 24 | Oct 4, 2021 | 11 | Oct 19, 2021 | 35 |
| -4.26% | Nov 19, 2021 | 8 | Dec 1, 2021 | 17 | Dec 27, 2021 | 25 |
| -3.22% | Jul 13, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -1.82% | Aug 17, 2021 | 3 | Aug 19, 2021 | 3 | Aug 24, 2021 | 6 |
Volatility
Volatility Chart
The current JPMorgan ActiveBuilders U.S. Large Cap Equity ETF volatility is 1.99%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.