JPMorgan Short Duration Core Plus ETFJPMorgan Short Duration Core Plus ETFJPMorgan Short Duration Core Plus ETF

JPMorgan Short Duration Core Plus ETF

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Key stats


Assets under management (AUM)
‪607.97 M‬USD
Fund flows (1Y)
‪189.77 M‬USD
Dividend yield (indicated)
4.79%
Discount/Premium to NAV
0.4%
Shares outstanding
‪12.93 M‬
Expense ratio
0.33%

About JPMorgan Short Duration Core Plus ETF


Brand
JPMorgan
Inception date
Mar 1, 2021
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Management style
Active
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
Primary advisor
JPMorgan Investment Management, Inc.
Distributor
JPMorgan Distribution Services, Inc.
JSCPs actively managed take on the fixed income space has two objectives: generating total returns and managing risk. To achieve this goal, the fund adviser employs a top-down and bottom-up approach in selecting components for the fund. Using a risk/reward and fundamental credit analysis, the adviser buys and sells securities based on an evaluation of potential gains within different market sectors and individual debt securities. JSCP may invest in a broad range of securities from US Treasurys to emerging market debt. Do note that the fund limits investments in foreign debt to 25% and below investment grade securities to 30%. The fund seeks to maintain a duration of three years or less. Derivatives and other financial instruments may be used to manage the portfolio.

Classification


Asset Class
Fixed income
Category
Broad market, broad-based
Focus
Broad credit
Niche
Short-term
Strategy
Active
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
Securitized
Corporate
Government
Stock breakdown by region
1%1%73%20%1%0.6%2%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.