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ETFs

JPMorgan Carbon Transition U.S. Equity ETF

JCTR
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Dec 09 2020
Expense Ratio
0.15%
Type
US Equities
Fund Owner
JPMorgan Chase
Volume (1m avg. daily)
$2,760
AUM
$23,420,762
Associated Index
JPMAM Carbon Transition US Equity Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

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Apple Inc
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Amazon.com Inc.
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Exxon Mobil Corp.
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UNH
Unitedhealth Group Inc
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Invest with JCTR

What is JCTR?

The Fund seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index (the Underlying Index ). The Fund will invest at least 80% of its Assets in securities included in the Underlying Index. Assets means net assets, plus the amount of borrowing for investment purposes. The Underlying Index is owned, administered and governed by a dedicated function within the adviser (the IndexProvider ). Holdings in the Underlying Index are selected from the constituents of the Russell 1000 Index, a broad-based securities market index (the Parent Index ), which is comprised of primarily large and mid cap equity securities of companies located in the United States. The Underlying Index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.

ETFs related toJCTR

ETFs correlated to JCTR include PBUS, GSUS, SPUU

JCTR
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
PBUS
Invesco Capital Management LLC - Invesco MSCI USA ETF
GSUS
Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
SPUU
Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 2X Shares
IYY
BlackRock Institutional Trust Company N.A. - iShares Dow Jones U.S. ETF
VOTE
Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
SCHX
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
LCTU
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
BBUS
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
IWB
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 ETF
VV
Vanguard Group, Inc. - Vanguard Large Cap ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toJCTR

#CV

Controlling for Volatility

Category

Getting Defensive, Worried about Inflation?

Risk Rating

Moderate

#GLOBE

Follow the Global Trend

Category

Momentum, Lever Up, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with JCTR using Composer

FAQ

JCTR is a US Equities ETF. The Fund seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index (the Underlying Index ). The Fund will invest at least 80% of its Assets in securities included in the Underlying Index. Assets means net assets, plus the amount of borrowing for investment purposes. The Underlying Index is owned, administered and governed by a dedicated function within the adviser (the IndexProvider ). Holdings in the Underlying Index are selected from the constituents of the Russell 1000 Index, a broad-based securities market index (the Parent Index ), which is comprised of primarily large and mid cap equity securities of companies located in the United States. The Underlying Index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.

JCTR tracks the JPMAM Carbon Transition US Equity Index.

No, JCTR is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, JCTR is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on JCTR is -0.0066%. This is the percent change in the value of JCTR over the most recent 1-month period. The 3-month return on JCTR is 0.0077%. This is the percent change in the value of JCTR over the most recent 3-month period.

The standard deviation of JCTR for the past year is 0.1742%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to JCTR include SPHQ, DSI, and QUAL.

ETFs correlated to JCTR include PBUS, GSUS, and SPUU.

ETFs that are inversely correlated to JCTR include SPXS, SDS, and SH.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.