J.P. Morgan Asset Management Expands ETF Strategic Beta Suite with US Equity ETF: JPUS

NEW YORK, Sept. 30, 2015 /PRNewswire/ -- J.P. Morgan Asset Management announced that its newest ETF will begin trading today, the JPMorgan Diversified Return US Equity ETF (JPUS).  JPUS is the fourth strategic beta ETF offered by J.P. Morgan, and seeks to provide US exposure with the potential for better risk-adjusted returns.   

J.P. Morgan's ETF suite employs a unique two step process that strives to produce market returns with lower volatility than market cap-weighted indices.  The first step is portfolio construction, where risk is diversified across sectors and securities and the second step is screening securities through a multi-factor process.  This helps eliminate expensive, low quality companies with poor momentum that investors can be exposed to in traditional indexes.   

The ETF tracks the Russell 1000 Diversified Factor Index, which is rebalanced on a quarterly basis and was thoughtfully constructed based on J.P. Morgan's active insights and risk management expertise. The fund is managed by an experienced J.P Morgan team, with 16-year veteran Dennis Ruhl as the lead portfolio manager. Ruhl's team currently manages $21B in AUM.

"Investors have been able to participate in the upside of a market recovery over the past several years, but they are still concerned about continued market volatility," said Robert Deutsch, Global Head of ETFs for J.P. Morgan Asset Management. "JPUS provides a solution for US equities that helps keep clients invested across market cycles by attempting to capture most of the upside with a goal of providing less volatility in down markets.  We are pleased to once again combine the investment expertise of J.P. Morgan with the index design capabilities of FTSE Russell, to create a product that will be attractive to U.S. investors."

 "We are delighted that JPMorgan is expanding their multi-factor ETF line up with FTSE Russell," said Ron Bundy, CEO North American Benchmarks, FTSE Russell. "In particular, the Russell 1000 Diversified Factor Index continues our co-development process of creating rules-based methodologies within well established index universes. This is the first index that truly integrates the work of FTSE's quantitative research teams with a Russell index starting universe."

J.P. Morgan Asset Management's ETF suite includes four strategic beta funds that seek to improve risk-adjusted returns: 

• JPGE - Diversified Return Global Equity
• JPIN - Diversified Return International Equity
• JPEM - Diversified Return Emerging Markets Equity
• JPUS - Diversified Return US Equity

About J.P. Morgan Funds

J.P. Morgan Funds is the mutual fund arm of J.P. Morgan Asset Management.  It is the 7^th largest long-term manager in the U.S., with over $263 billion in long-term assets under management across a broad range of investment strategies in fixed income, equity, multi-asset, alternatives and absolute return.  The fund complex is #4 in long-term flows in the U.S., with 12.4 billion in flows YTD (Strategic Insights, as of August 31, 2015). 

J.P. Morgan Asset Management, with assets under management of $1.7 trillion (as of June 30, 2015), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high-net worth individuals in every major market throughout the world.  J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.  JPMorgan Chase & Co. JPM, the parent company of J.P. Morgan Asset Management, is a leading global financial services firm with assets of approximately $2.4 trillion (as of June 30, 2015) and operations in more than 60 countries.  Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

Investors should carefully consider the investment objectives and risks as well as charges and expenses of the fund before investing. The prospectus contains this and other information about the fund. Read the prospectus carefully before investing. (Call 1-844-4JPM-ETF or visit jpmorganetfs.com to obtain a prospectus)

Investing involves risk, including possible loss of principal.  Shares are bought and sold market price, and are not individually redeemed from the fund.  Brokerage commissions will reduce returns. 

International investing involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences in accounting and taxation policies outside the U.S. can raise or lower returns. Also, some overseas markets may not be as politically and economically stable as the United States and other nations.

There is no guarantee the funds will meet their investment objective. 

Diversification may not protect against market loss. 

J.P. Morgan Exchange-Traded Funds are distributed by SEI Investments Distribution Co, which is not affiliated with JPMorgan Chase & Co. or any of its affiliates.

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, JPMorgan Chase Bank N.A., J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated, J.P. Morgan Alternative Asset Management, Inc., and J.P. Morgan Asset Management (Canada), Inc.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

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SOURCE J.P. Morgan Asset Management