In the present day’s Discuss Your E book is delivered to you by J.P. Morgan Asset Administration:
See right here and right here for extra data on J.P. Morgan Asset Administration ETF analysis
On at this time’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 quite a lot of bonds
- Why fastened revenue indices are simpler to beat than fairness indices
- Ideas on personal property 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 title for the asset administration enterprise of JPMorgan Chase & Co., and its associates worldwide. JPMorgan is just not affiliated with Ritholtz Wealth Administration LLC and A Wealth of Widespread Sense.
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Supply: Morningstar. JEPI AUM primarily based on 2023 World Actively Managed ETF AUM as of 11/30/24.
Fairness Premium Revenue ETF JEPI RISK SUMMARY: The worth of fairness securities could fluctuate quickly or
unpredictably as a consequence of components affecting particular person firms, in addition to adjustments in financial or political situations.
These worth actions could end in lack of your funding. Investments in Fairness-Linked Notes (ELNs) are topic
to liquidity danger, which can make ELNs troublesome to promote and worth. Lack of liquidity might also trigger the worth of the ELN
to say no. Since ELNs are in notice type, they’re topic to sure debt securities dangers, reminiscent of credit score or
counterparty danger. Ought to the costs of the underlying devices transfer in an sudden method, the Fund could not
obtain the anticipated advantages of an funding in an ELN, and should understand losses, which might be vital 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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