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US

JPMorgan Diversified Return Use Equity

JPUS · Equity

$136
0.00%
Assets
n/a
Expense ratio
0.18%
Holdings
376
1Y return
+22.3%
Forward P/E
n/a
Top 10 holdings
+5.7%

Return and risk

1Y total return+22.3%
3Y total return+54.9%
5Y total return+57.2%
3Y CAGR+15.7%
5Y CAGR+9.5%
Beta0.83
RSI52.44

Fund structure

Asset classEquity
Assetsn/a
Holdings376
Expense ratio0.18%
Dividend yield+2.1%
Top 10 holdings+5.7%
Volume3K

All ETF indicators

All Time High137.8
All Time High Change-1.53
All Time High Date2026-05-07
All Time Low47.98
All Time Low Change182.81
All Time Low Date2016-01-20
Atr1.25
Beta0.83
Cagr10y11.46
Cagr1y22.27
Cagr3y15.69
Cagr5y9.47
Ch10y142.13
Ch1m0.93
Ch1w-0.02
Ch1y19.49
Ch3m0.21
Ch3y44.6
Ch5y40.69
Ch6m9.78
Ch YTD9.48
Close135.86
Div CAGR38.04
Div CAGR512.02
Dividend Growth9.08
Dividend Growth Years5
Dividend Years12
Dividend Yield2.07
Dps2.82
Ex Div Date2026-03-24
High52137.8
High52ch-1.42
High52 Date2026-05-07
Inception Date2015-09-29
IsinUS46641Q4073
Last Dividend0.54
Low52113.95
Low52ch19.22
Low52 Date2025-05-22
Ma150128.89
Ma150ch5.27
Ma20136.09
Ma200127.19
Ma200ch6.69
Ma20ch-0.29
Ma50133.5
Ma50ch1.64
Payment Date2026-03-26
Payout FrequencyQuarterly
Payout Ratio39.69
Price Date2026-05-12
Rsi52.44
Rsi Monthly64.79
Rsi Weekly62.28
Sharpe Ratio1.54
Sortino Ratio3
Top10holdings5.69
Tr10y195.76
Tr1m0.93
Tr1y22.25
Tr3m0.63
Tr3y54.86
Tr5y57.21
Tr6m11.04
Tr YTD9.94