Talk Your Book: J.P. Morgan’s Guide to ETFs

Posted by

Today’s Talk Your Book is brought to you by J.P. Morgan Asset Management:

See here and here for more information on J.P. Morgan Asset Management ETF research

On today’s show, we discuss:

  • Where the ETF flows are coming from
  • The growth and decline of thematic ETF flows
  • Why the AGG does not include a variety of bonds
  • Why fixed income indices are easier to beat than equity indices
  • Thoughts on private assets within the ETF wrapper

J.P. Morgan ETFs are distributed by JPMorgan Distribution Services, Inc. is a member of FINRA. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co., and its affiliates worldwide. JPMorgan is not affiliated with Ritholtz Wealth Management LLC and A Wealth of Common Sense.

Listen here:

Follow us on Facebook, Instagram, and YouTube.

Check out our t-shirts, stickers, coffee mugs, and other swag here.

Subscribe here:

Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.  Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. 

Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.

Investors should carefully consider the investment objectives and risks as well as charges and
expenses of the JPMorgan ETF before investing. The summary and full prospectuses contain this
and other information about the ETF. Read the prospectus carefully before investing. Call 1-844-
4JPM-ETF or visit www.jpmorganETFs.com to obtain a prospectus.
Source: Morningstar. JEPI AUM based on 2023 Global Actively Managed ETF AUM as of 11/30/24.
Equity Premium Income ETF JEPI RISK SUMMARY: The price of equity securities may fluctuate rapidly or
unpredictably due to factors affecting individual companies, as well as changes in economic or political conditions.
These price movements may result in loss of your investment. Investments in Equity-Linked Notes (ELNs) are subject
to liquidity risk, which may make ELNs difficult to sell and value. Lack of liquidity may also cause the value of the ELN
to decline. Since ELNs are in note form, they are subject to certain debt securities risks, such as credit or
counterparty risk. Should the prices of the underlying instruments move in an unexpected manner, the Fund may not
achieve the anticipated benefits of an investment in an ELN, and may realize losses, which could be significant and
could include the Funds entire principal investment.
Investing involves risks, including loss of principal.
JPMorgan Distribution Services, Inc. is a member of FINRA.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

More from my site