JPMorgan U.S. Momentum Factor ETF
$83.86−0.36 (−0.43%)
- 0.12%
- $2.8B
- +28.1%
- 0.74%
- 0.1M sh
- $84.19
- low $64.82high $86.07
The ETF.net JMOM Grade
A
Score 86 out of 100
- 1 of 22
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 100Rank 1 of 22Mission
Whether the fund did what it promised, tested against its stated mandate.A92 out of 100Rank 2 of 6Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.A87 out of 100Rank 2 of 22Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.B61 out of 100Rank 7 of 22Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A82 out of 100Rank 3 of 21Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A93 out of 100Rank 1 of 22
Our read on JMOM
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.
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.am.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.am.jpmorgan.com
- Only moderately traded next to the category's headline tickers, so spreads are worth a look before placing size.
JMOM Holdings
- Stocks
- 289
- 19%
- AMD
Sectors
- Technology44.8%
- Industrials11.7%
- Health Care9.7%
- Financials9.3%
- Consumer Discretionary6.6%
- Consumer Staples5.0%
- Communication3.9%
- Energy3.5%
- Real Estate2.3%
- Utilities2.0%
- Materials1.2%
Geography
- United States97.38%
- Ireland1.26%
- Bermuda0.37%
- Cayman Islands0.33%
- United Kingdom0.24%
- Luxembourg0.20%
- Sweden0.09%
- Puerto Rico0.09%
- 0.04%
JMOM Performance
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$12,815
Returns run to the Oct 12, 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.
| Period | JMOM |
|---|---|
| Year to date | +24.3% |
| 1 month | +2.0% |
| 3 months | +0.7% |
| 1 year | +28.1% |
| 3 years | +27.7% |
| 5 years | +14.9% |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | JMOM |
|---|---|---|
| 2026 YTD | +24.3% | |
| 2025 | +18.0% | |
| 2024 | +28.5% | |
| 2023 | +22.9% | |
| 2022 | −20.8% | |
| 2021 | +25.0% | |
| 2020 | +29.2% |
JMOM in the news
JMOM Dividends
- 0.74%
- $0.62
- $0.18 per share
- Quarterly
Distribution history
JMOM Risk
- 14.8%
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.
- 1.44
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.
- −28.3%
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.
- 1.07
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
JMOM Cost
0.12%
JMOM0.12%
- The middle half of US Active Momentum funds
- Median 0.63%
No US Active Momentum fund charges less.
Other funds in US Active Momentum
- ASEIMSEI QiM U.S. Large Cap Momentum Active ETFExpense ratio 0.15%1 year return +24.7%
- AVFMOVanguard U.S. Momentum Factor ETFExpense ratio 0.13%1 year return +20.7%
- AQMOMAlpha Architect U.S. Quantitative Momentum ETFExpense ratio 0.28%1 year return +18.0%
- AFMTMMarketDesk Focused U.S. Momentum ETFExpense ratio 0.45%1 year return +40.6%
- BDWASInvesco Dorsey Wright SmallCap Momentum ETFExpense ratio 0.60%1 year return +15.7%