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JPMorgan Equity Focus (JPEF) ETF Holdings & Analysis
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What JPEF does
Under typical market conditions, this fund allocates at least 80% of its investment portfolio to equity securities. For clarity, "assets" refers to its net assets combined with any funds borrowed for investment purposes. The fund's primary investment strategy centers on common stocks and Real Estate Investment Trusts (REITs). Additionally, it may dedicate up to 20% of its total assets to foreign common stocks, including depositary receipts.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| NVIDIA CORP COMMON STOCK | 8.76% | |
| APPLE INC COMMON STOCK | 5.86% | |
| ALPHABET INC-CL C - | 5.82% | |
| MICROSOFT CORP COMMON | 5.23% | |
| AMAZON.COM INC COMMON | 4.48% | |
| JOHNSON & COMMON | 3.28% | |
| ANALOG DEVICES INC | 3.20% | |
| UNITED RENTALS INC | 2.99% | |
| EXXONMOBIL HOLDINGS CORP | 2.93% | |
| MORGAN STANLEY DEAN | 2.74% |
Sector allocation
| Technology | 36.85% |
| Financial Services | 12.53% |
| Healthcare | 10.00% |
| Industrials | 9.71% |
| Communication Services | 9.49% |
| Consumer Cyclical | 8.51% |
| Energy | 4.16% |
| Basic Materials | 2.27% |
| Utilities | 2.23% |
| Consumer Defensive | 2.15% |
| Real Estate | 2.10% |
Geographic allocation
| United States | 97.01% |
| Canada | 1.89% |
| Ireland | 1.10% |
PortView Portfolio Insights
PortView analyzes how JPEF fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does JPEF track?
- JPEF is the JPMorgan Equity Focus ETF, a Other ETF.
- What is the expense ratio of JPEF?
- Expense ratio data for JPEF is shown on the page when available from our data provider.
- What are the largest holdings in JPEF?
- Top holdings include NVDA, AAPL, GOOG, MSFT, AMZN.
- How can PortView analyze JPEF overlap with other ETFs?
- PortView computes the holdings overlap between JPEF and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.