Key stats
About JPMorgan Carbon Transition U.S. Equity Fund
Home page
Inception date
Dec 9, 2020
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
JPMorgan Investment Management, Inc.
Distributor
JPMorgan Distribution Services, Inc.
ISIN
US46641Q2820
The security is being delisted. The last day of trading on an exchange is October 03, 2025.JCTR targets large-cap companies in the US that are poised to adapt to a lower carbon economy over time, while maintaining a market-like portfolio. The fund draws its selection universe from the broad Russell 1000 Index, which represents the largest 1,000 companies in the US. An exclusionary screen is then applied to remove companies engaged in controversial weapons activity, as defined by the United Nations Convention on Certain Controversial Weapons. Remaining stocks are ranked using a carbon transition score, which reflects a company's efficiency in managing carbon emissions, resources (such as electricity, water and waste) and carbon-related risks. Stocks are weighted by market capitalization, subject to trading and liquidity constraints.
Related funds
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
JCTR trades at 89.94 USD today, its price has risen 0.46% in the past 24 hours. Track more dynamics on JCTR price chart.
JCTR net asset value is 89.90 today — it's risen 3.48% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
JCTR assets under management is 6.68 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
JCTR price has risen by 3.67% over the last month, and its yearly performance shows a 16.81% increase. See more dynamics on JCTR price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 3.48% over the last month, showed a 11.20% increase in three-month performance and has increased by 17.97% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 3.48% over the last month, showed a 11.20% increase in three-month performance and has increased by 17.97% in a year.
JCTR fund flows account for −1.92 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
JCTR invests in stocks. See more details in our Analysis section.
JCTR expense ratio is 0.15%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, JCTR isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, JCTR technical analysis shows the strong buy rating and its 1-week rating is strong buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating JCTR shows the buy signal. See more of JCTR technicals for a more comprehensive analysis.
Today, JCTR technical analysis shows the strong buy rating and its 1-week rating is strong buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating JCTR shows the buy signal. See more of JCTR technicals for a more comprehensive analysis.
Yes, JCTR pays dividends to its holders with the dividend yield of 0.00%.
JCTR trades at a premium (0.04%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
JCTR shares are issued by JPMorgan Chase & Co.
JCTR follows the JPMorgan Asset Management Carbon Transition U.S. Equity Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Dec 9, 2020.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.