JPMorgan Carbon Transition U.S. Equity ETFJPMorgan Carbon Transition U.S. Equity ETFJPMorgan Carbon Transition U.S. Equity ETF

JPMorgan Carbon Transition U.S. Equity ETF

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Key stats


Assets under management (AUM)
‪124.58 M‬MXN
Fund flows (1Y)
Dividend yield (indicated)
Discount/Premium to NAV
Shares outstanding
‪75.00 K‬
Expense ratio
0.15%

About JPMorgan Carbon Transition U.S. Equity ETF


Brand
JPMorgan
Inception date
Dec 9, 2020
Structure
Open-Ended Fund
Index tracked
JPMorgan Asset Management Carbon Transition U.S. Equity Index
Replication method
Physical
Management style
Passive
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.
Identifiers
3
ISIN US46641Q2820
The security was 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.

Classification


Asset Class
Equity
Category
Sector
Focus
Theme
Niche
Low carbon
Strategy
ESG
Geography
U.S.
Weighting scheme
Market cap
Selection criteria
Principles-based

Returns


1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

What's in the fund


As of October 9, 2025
Exposure type
Bonds, Cash & Other
Cash
Bonds, Cash & Other100.00%
Cash100.00%
Top 10 holdings

Dividends


Dividend payout history

Assets under management (AUM)



Fund Flows



Frequently Asked Questions


JCTR last dividends amounted to 3.62 MXN. The quarter before, the issuer paid 3.62 MXN in dividends, which shows a 0.11% decrease.
Yes, JCTR pays dividends to its holders with the dividend yield of 0.00%. The last dividend (Sep 25, 2025) amounted to 3.62 MXN. The dividends are paid quarterly.
JCTR shares are issued by JPMorgan Chase & Co. under the brand JPMorgan. The ETF was launched on Dec 9, 2020, and its management style is Passive.
JCTR expense ratio is 0.15% meaning you'd have to pay 0.15% of your investment to help manage the fund.
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.
JCTR invests in cash.