J.P. Morgan US Research Enhanced Index (ESG) Equity

ETF description

The J.P. Morgan US Research Enhanced index (ESG) Equity ETF provides investors with exposure to U.S. equities while incorporating environmental, social, and governance (ESG) criteria into the investment process. This is an actively managed ETF which seeks to generate a higher return than the S&P 500.

The ETF aims to deliver long‑term capital growth by investing in a diversified portfolio of U.S. stocks, emphasizing those with strong ESG practices. This ETF is suitable for investors seeking to enhance their U.S. equity exposure with a focus on sustainable and responsible investing.

Issuer details

JP Morgan Asset Management is a leading global asset management firm, offering a range of investment products, including mutual funds, ETFs, and alternative investments. With over $3 trillion in assets under management as of June 2024, covering various market segments. Known for its strong global presence, investment strategies, and research capabilities, JP Morgan’s ETFs include popular options like the JP Morgan BetaBuilders and the JP Morgan Ultra‑Short Income ETF.

Index details

The US Research Enhanced index (ESG) Equity offers targeted exposure to U.S. equities that meet rigorous environmental, social, and governance (ESG) criteria, with an emphasis on enhanced research methodologies. By integrating ESG factors with a research‑driven approach, this index aims to capture potential alpha while aligning with responsible investment practices. Its focus on ESG‑compliant, research‑enhanced equities makes it a valuable addition for portfolios seeking to invest in high‑quality U.S. stocks that adhere to both ethical standards and strategic research insights.