JPMorgan Diversified Return Global Equity (JPGE) ETF Holdings & Analysis
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What JPGE does
"This investment vehicle aims to replicate, before accounting for fees and expenses, the performance of the JP Morgan Diversified Factor Global Developed Equity Index. This benchmark is composed of equity securities originating from developed markets worldwide, strategically chosen based on a diverse range of factor characteristics, specifically focusing on value, momentum, and quality. To maintain this alignment, the fund is committed to deploying at least 80% of its total assets into the securities that constitute this index."
Fund profile
Sector allocation
| Industrials | 13.53% |
| Healthcare | 11.92% |
| Communication Services | 10.61% |
| Basic Materials | 10.28% |
| Utilities | 9.53% |
| Technology | 9.51% |
| Consumer Cyclical | 9.46% |
| Consumer Defensive | 8.83% |
| Financial Services | 8.36% |
| Energy | 5.08% |
| Real Estate | 2.88% |
PortView Portfolio Insights
PortView analyzes how JPGE 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 JPGE track?
- JPGE is the JPMorgan Diversified Return Global Equity ETF, a Other ETF.
- What is the expense ratio of JPGE?
- Expense ratio data for JPGE is shown on the page when available from our data provider.
- What are the largest holdings in JPGE?
- JPGE's top holdings are listed on this page when available.
- How can PortView analyze JPGE overlap with other ETFs?
- PortView computes the holdings overlap between JPGE 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.