Right this moment’s Speak Your E book is dropped at you by J.P. Morgan Asset Administration:
See right here and right here for extra info on J.P. Morgan Asset Administration ETF analysis
On right now’s present, we focus on:
- The place the ETF flows are coming from
- The expansion and decline of thematic ETF flows
- Why the AGG doesn’t embrace a wide range of bonds
- Why mounted revenue indices are simpler to beat than fairness indices
- Ideas on non-public belongings inside the ETF wrapper
J.P. Morgan ETFs are distributed by JPMorgan Distribution Providers, Inc. is a member of FINRA. J.P. Morgan Asset Administration is the model identify for the asset administration enterprise of JPMorgan Chase & Co., and its associates worldwide. JPMorgan isn’t affiliated with Ritholtz Wealth Administration LLC and A Wealth of Widespread Sense.
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Buyers ought to rigorously contemplate the funding goals and dangers in addition to expenses and
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Supply: Morningstar. JEPI AUM primarily based on 2023 International Actively Managed ETF AUM as of 11/30/24.
Fairness Premium Revenue ETF JEPI RISK SUMMARY: The worth of fairness securities might fluctuate quickly or
unpredictably as a result of components affecting particular person corporations, in addition to adjustments in financial or political circumstances.
These value actions might lead to lack of your funding. Investments in Fairness-Linked Notes (ELNs) are topic
to liquidity threat, which can make ELNs tough to promote and worth. Lack of liquidity may trigger the worth of the ELN
to say no. Since ELNs are in notice type, they’re topic to sure debt securities dangers, akin to credit score or
counterparty threat. Ought to the costs of the underlying devices transfer in an surprising method, the Fund might not
obtain the anticipated advantages of an funding in an ELN, and should notice losses, which may very well be important and
may embrace the Funds whole principal funding.
Investing entails dangers, together with lack of principal.
JPMorgan Distribution Providers, Inc. is a member of FINRA.
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