JPMorgan Diversified Return U.S. Small Cap Equity (JPSE) ETF Holdings & Analysis

What JPSE does

The JPMorgan Diversified Return U.S. Small Cap Equity ETF's investment strategy mandates that it allocates a minimum of 80% of its total assets to securities found within its designated underlying index. It's important to note that for this purpose, "assets" encompasses both the fund's net assets and any capital borrowed for investment activities. This benchmark index consists of U.S.-listed equities that have been strategically chosen to demonstrate a diverse array of factor characteristics. These selections are made via a proprietary, systematic multi-factor methodology that specifically targets attributes like value, momentum, and quality.

Fund profile

Top holdings

Sector allocation

Geographic allocation

PortView Portfolio Insights

PortView analyzes how JPSE 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.

Related securities

Related stocks

Frequently asked questions

What does JPSE track?

JPSE is the JPMorgan Diversified Return U.S. Small Cap Equity ETF, a Other ETF.

What is the expense ratio of JPSE?

Expense ratio data for JPSE is shown on the page when available from our data provider.

What are the largest holdings in JPSE?

Top holdings include JPMORGAN U.S. GOVERNMENT, TXG, APLE, PEB, DRH.

How can PortView analyze JPSE overlap with other ETFs?

PortView computes the holdings overlap between JPSE and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.