JPMorgan
JUSE.L
IE000RSCXLM4
US Equity Active UCITS ETF
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About this ETF

The ETF invests in US stocks and seeks to generate a higher long-term return than the S&P 500. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance).

TER
0.39%

Total Expense Ratio per year

Fund Size
€54.87M

Assets under management

Holdings
85

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
24.3
Weighted Fwd P/E
17.47
💰 Revenue Estimates
Current Year CY
+28.73% ⌀ 34 Analysts Coverage
Next Year NY
+19.88% ⌀ 34 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+36.03% ⌀ 30 Analysts Coverage
Next Year NY
+23.21% ⌀ 32 Analysts Coverage

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ETF Profile
Provider
JPMorgan
JPMorgan
Fund Type
ETF
Inception Date
01/18/2024 (2 yrs)
Region
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
14.3% p.a.
Max Drawdown (3Y)
-18.7%
Sharpe Ratio (3Y)
1.07
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Sector concentration: 39% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 39% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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