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Launched · SEC filings

JPMorgan U.S. Momentum Factor ETF

JMOMNYSE ArcaJ.P. MorganA

$79.26+0.88 (+1.12%)

As of Nov 3, 2026, 10:15 AM ET

A86/ 100

Rank 1 of 22 in US Active Momentum

A86/100Rank 1 of 22inUS Active Momentum
Intraday session: up, 10 prints from 78.38 to 79.26. Range 78.90 to 79.44. Use the arrow keys to read each point.78.6078.8079.0079.4010 AM12 PM2 PM4 PM
Expense ratio
0.12%
Fund size
$2.69B
1Y total return
+15.0%
Yield · Last 12 months
0.79%
Holdings
290
Avg volume · 30D
133K sh
52W range
low $64.82high $86.07
Launched
Filings
SEC EDGAR

The ETF.net JMOM Grade

A

Score 86 out of 100

Category
US Active Momentum⁠
Rank
1 of 22
Six-pillar profile for JMOM. Scores out of 100: Cost 100, Risk 84, Mission 93, Tradability 63, Holdings 82, Durability 93. Strongest: Cost (100). Weakest: Tradability (63). Leans toward Cost.

Score 86 of 100 falls in the A band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

  • Cost

    The fund’s net expense ratio, ranked against its category.
    A100 out of 100
    Rank 1 of 22

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    A93 out of 100
    Rank 2 of 6

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    A84 out of 100
    Rank 2 of 22

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    B63 out of 100
    Rank 6 of 22

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    A82 out of 100
    Rank 3 of 21

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    A93 out of 100
    Rank 1 of 22

Our read on JMOM

ETF.net Research

In short

AMomentum without the markup. JMOM screens US stocks for strong risk-adjusted momentum rather than raw price runs, and charges 0.12%, a fraction of what the typical fund in its category asks.

Stated mandate

The fund seeks domestic equity exposure focused on companies with strong risk-adjusted momentum and potential return enhancement.

Why people hold it

  • At 0.12%, the lowest fee among its momentum peers: it undercuts VFMO and SPMO (0.13%) and MTUM (0.15%), and sits far below the roughly 0.69% category median.
  • The screen targets risk-adjusted momentum, not just the biggest price runs, so how bumpy a stock's climb was factors into whether it makes the cut.jpmorgan.com
  • Holds roughly 300 US names, a wider net than momentum sleeves that concentrate in a few dozen winners, and it pays out quarterly.
  • Live since 2017 and now a multi-billion-dollar fund, it rates as one of the stronger implementations in the systematic US momentum group.

Worth knowing

  • Momentum by construction leans into what has already been working, which means the portfolio can be caught on the wrong side when market leadership flips.
  • The benchmark is J.P. Morgan's own US Momentum Factor Index, so methodology and rebalance rules sit with the issuer rather than an outside index provider.jpmorgan.com
  • Only moderately traded next to the category's headline tickers, so spreads are worth a look before placing size.

JMOM Performance

Launched Nov 8, 2017

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

Not enough history yet.
JMOM$11,498
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,146
Oct 31, 2025 to Nov 2, 2026. JMOM $11,498. SPY $11,146. Use the arrow keys to read each point.$10,000$11,000$12,000Oct 2025May 2026Nov 2026

Oct 31, 2025 – Nov 2, 2026

Returns run to the Nov 2, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for JMOM. Periods over one year show the average yearly return.
PeriodJMOM
Year to date+15.7%
1 month−7.8%
3 months−2.8%
1 year+15.0%
3 yearsper year+25.1%
5 yearsper year+11.4%
10 yearsFund is under 10 years oldper yearNo data

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for JMOM
YearReturn barJMOM
2026 YTD+15.7%
2025+18.0%
2024+28.5%
2023+22.9%
2022−20.8%
2021+25.0%
2020+29.2%

JMOM in the news

JMOM Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Nov 2, 2026.
0.79%Last 12 months
Payout per share
$0.62Last 12 months
Last payment
$0.18 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2017–2026

One bar per payment. 36 payments from 2017 to 2026 YTD. Dec 26, 2017 $0.08; Mar 21, 2018 $0.07; Jun 26, 2018 $0.10; Sep 25, 2018 $0.08; Dec 24, 2018 $0.08; Mar 20, 2019 $0.07; Jun 25, 2019 $0.10; Sep 24, 2019 $0.05; Dec 23, 2019 $0.12; Mar 24, 2020 $0.08; Jun 23, 2020 $0.07; Sep 22, 2020 $0.08; Dec 22, 2020 $0.11; Mar 23, 2021 $0.06; Jun 22, 2021 $0.06; Sep 21, 2021 $0.08; Dec 21, 2021 $0.11; Mar 22, 2022 $0.08; Jun 21, 2022 $0.13; Sep 20, 2022 $0.14; Dec 20, 2022 $0.18; Mar 21, 2023 $0.12; Jun 20, 2023 $0.14; Sep 19, 2023 $0.12; Dec 19, 2023 $0.18; Mar 19, 2024 $0.05; Jun 25, 2024 $0.10; Sep 24, 2024 $0.11; Dec 24, 2024 $0.18; Mar 25, 2025 $0.11; Jun 24, 2025 $0.14; Sep 23, 2025 $0.16; Dec 23, 2025 $0.17; Mar 24, 2026 $0.12; Jun 23, 2026 $0.15; Sep 22, 2026 $0.18. Use the arrow keys to read each point.2017201820192020202120222023202420252026YTD
Ex-datePay dateAmount per share
Sep 22, 2026Sep 24, 2026$0.18
Jun 23, 2026Jun 25, 2026$0.15
Mar 24, 2026Mar 26, 2026$0.12
Dec 23, 2025Dec 26, 2025$0.17
Sep 23, 2025Sep 25, 2025$0.16
Jun 24, 2025Jun 26, 2025$0.14
Mar 25, 2025Mar 27, 2025$0.11
Dec 24, 2024Dec 27, 2024$0.18
Sep 24, 2024Sep 26, 2024$0.11
Jun 25, 2024Jun 27, 2024$0.10
Mar 19, 2024Mar 22, 2024$0.05
Dec 19, 2023Dec 22, 2023$0.18

See all 36 payments⁠

$10,000 in JMOM 5 years ago paid $547 in dividends.⁠

JMOM Risk

Risk pillarA84 out of 100Rank 2 of 22 in US Active Momentum
How much the fund’s monthly returns vary, scaled to a year.
15.1%
Annualised · 36 months to Oct 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.37
vs 3-month T-bills · to Oct 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−28.3%
Trough Jun 2022
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
1.07
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

JMOM Cost

Cheapest in US Active Momentum

$2,520

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • JMOM 0.12%

    $2,520

$10,000
30 years

Cost over time

  • JMOM 0.12%
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$1K$2K$3K051015202530JMOM $2,520

Year by year

YearJMOM
10$220
20$859
30$2,520

Other funds in US Active Momentum

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