JPEF Is An Active ETF To Shortlist, But Mind Performance Nuances And Expenses

JPMorgan Equity Focus ETF offers an active, concentrated take on U.S. equities. Currently, an ETF, it existed as a mutual fund before July 28, 2023. While managers have the full discretion to pick either the growth or value side, the fund is currently long growth plus quality. JPEF's returns since the conversion are unquestionably solid as it has bested iShares Core S&P 500 ETF, yet there are not particularly attractive nuances when it comes to longer-term performance.

Seeking Alpha • Nov 26, 2024

The Great Mutual-Fund-to-ETF Migration

The growth of active ETFs has propelled a wave of mutual fund-to-ETF conversions. Nearly 80% of all new product launches in both the third quarter and for the full year have been actively managed.

ETF Trends • Oct 17, 2024

Advisors Very Comfortable With Active Equity ETFs

Actively managed ETFs represented less than 10% of U.S. assets but gathered approximately 30% of the industry's flows this year, as of August. This is more than triple the market share achieved during 2021, when ETFs gathered more than $900 billion, the current record.

ETF Trends • Sep 23, 2024

New Kids on the Block: 3 ETFs That Won't Be Small for Long

According to ETF.com, approximately 47 new ETFs have been launched since the beginning of the third quarter. That's almost one every day, including weekends.

InvestorPlace • Aug 23, 2023

J.P. Morgan Asset Management Completes Conversion of Four Mutual Funds to ETFs

NEW YORK , July 31, 2023 /PRNewswire/ -- J.P. Morgan Asset Management today announced the firm has successfully completed the conversion of four mutual funds to ETFs.

PRNewsWire • Jul 31, 2023