Performance analysis of JPEF (JPMORGAN EQUITY FOCUS ETF)
Annual Return
Since Jul 31, 2023, JPEF has had an average annual return of +17.85%, underperforming the benchmark SPY, which returned +19.45% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.33% | +12.08% | +28.18% | +5.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.22% | -0.17% | -4.85% | +9.23% | +3.03% | -0.61% | -0.21% | +7.33% | |||||
| 2025 | +2.41% | -2.04% | -5.44% | -0.91% | +6.27% | +4.62% | +1.33% | +2.11% | +2.09% | +1.93% | +0.45% | -0.85% | +12.08% |
| 2024 | +2.83% | +6.57% | +3.46% | -4.49% | +4.84% | +4.19% | +0.70% | +2.82% | +1.49% | -0.64% | +6.49% | -2.55% | +28.18% |
| 2023 | +0% | -1.43% | -3.81% | -2.28% | +9.27% | +4.43% | +5.72% |
Drawdown analysis of JPEF (JPMORGAN EQUITY FOCUS ETF)
The maximum drawdown for the JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.
The current JPEF drawdown is -1.31%.
Since Jul 31, 2023 JPEF has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.09% | Jan 23, 2025 | 52 | Apr 8, 2025 | 56 | Jun 30, 2025 | 108 |
| -9.38% | Jul 31, 2023 | 63 | Oct 27, 2023 | 16 | Nov 20, 2023 | 79 |
| -8.38% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -8.25% | Feb 25, 2026 | 23 | Mar 30, 2026 | 11 | Apr 15, 2026 | 34 |
| -5.29% | Mar 21, 2024 | 20 | Apr 19, 2024 | 18 | May 15, 2024 | 38 |
| -4.88% | Oct 28, 2025 | 17 | Nov 20, 2025 | 24 | Dec 26, 2025 | 41 |
| -4.60% | May 14, 2026 | 18 | Jun 10, 2026 | 23 | Jul 15, 2026 | 41 |
| -4.44% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -4.15% | Dec 16, 2024 | 16 | Jan 10, 2025 | 7 | Jan 22, 2025 | 23 |
| -3.31% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.80% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -2.72% | Dec 26, 2025 | 15 | Jan 20, 2026 | 5 | Jan 27, 2026 | 20 |
| -2.12% | Jul 28, 2025 | 4 | Aug 1, 2025 | 7 | Aug 12, 2025 | 11 |
| -2.00% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -1.98% | Jul 15, 2026 | 3 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.94% | Jan 28, 2026 | 6 | Feb 5, 2026 | 2 | Feb 9, 2026 | 8 |
| -1.93% | Dec 28, 2023 | 4 | Jan 4, 2024 | 4 | Jan 10, 2024 | 8 |
| -1.90% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -1.85% | May 15, 2024 | 10 | May 30, 2024 | 4 | Jun 5, 2024 | 14 |
| -1.60% | Feb 11, 2026 | 2 | Feb 13, 2026 | 7 | Feb 25, 2026 | 9 |
| -1.59% | Feb 15, 2024 | 3 | Feb 21, 2024 | 1 | Feb 22, 2024 | 4 |
| -1.40% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.32% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.23% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -1.23% | Aug 14, 2025 | 5 | Aug 21, 2025 | 1 | Aug 22, 2025 | 6 |