J.P. Morgan Asset Management Launches JPMorgan Flexible Income ETF on NYSE
J.P. Morgan Asset Management (JPMAM) has launched the JPMorgan Flexible Income ETF (NYSE: JFLI), an active ETF designed to deliver income and capital growth. The fund represents the Multi-Asset Solutions team's first venture into actively managed multi-asset ETFs, targeting a $500 billion market opportunity in the multi-asset income category.
JFLI invests in diverse income-producing securities, including equity holdings and fixed income ETFs across developed and emerging markets. The fund is managed by Michael Schoenhaut, Eric Bernbaum, and Gary Herbert, leveraging insights from J.P. Morgan's asset class specialists.
The ETF aims to provide investors with a combination of traditional securities and derivatives-based strategies, complementing J.P. Morgan's existing income-oriented ETF offerings while offering flexibility, diversification, and efficiency in navigating complex markets.
J.P. Morgan Asset Management (JPMAM) ha lanciato il JPMorgan Flexible Income ETF (NYSE: JFLI), un ETF attivo progettato per generare reddito e crescita del capitale. Il fondo rappresenta la prima iniziativa del team Multi-Asset Solutions nel campo degli ETF multi-asset gestiti attivamente, mirando a un'opportunità di mercato di 500 miliardi di dollari nella categoria del reddito multi-asset.
JFLI investe in titoli produttori di reddito diversificati, inclusi investimenti azionari e ETF a reddito fisso nei mercati sviluppati ed emergenti. Il fondo è gestito da Michael Schoenhaut, Eric Bernbaum e Gary Herbert, sfruttando le intuizioni degli specialisti di asset class di J.P. Morgan.
L'ETF mira a fornire agli investitori una combinazione di titoli tradizionali e strategie basate su derivati, complementando l'attuale offerta di ETF orientati al reddito di J.P. Morgan, offrendo flessibilità, diversificazione ed efficienza nella navigazione di mercati complessi.
J.P. Morgan Asset Management (JPMAM) ha lanzado el JPMorgan Flexible Income ETF (NYSE: JFLI), un ETF activo diseñado para generar ingresos y crecimiento de capital. El fondo representa la primera incursión del equipo de Soluciones Multi-Activo en ETFs multi-activos gestionados activamente, apuntando a una oportunidad de mercado de 500 mil millones de dólares en la categoría de ingresos multi-activos.
JFLI invierte en valores que producen ingresos diversos, incluidos participaciones en acciones y ETFs de renta fija en mercados desarrollados y emergentes. El fondo es gestionado por Michael Schoenhaut, Eric Bernbaum y Gary Herbert, aprovechando las ideas de los especialistas en clases de activos de J.P. Morgan.
El ETF tiene como objetivo proporcionar a los inversores una combinación de valores tradicionales y estrategias basadas en derivados, complementando la oferta existente de ETFs orientados a ingresos de J.P. Morgan, al tiempo que ofrece flexibilidad, diversificación y eficiencia para navegar en mercados complejos.
J.P. Morgan Asset Management (JPMAM)은 JPMorgan Flexible Income ETF (NYSE: JFLI)를 출시했습니다. 이는 소득 및 자본 성장을 제공하기 위해 설계된 능동형 ETF입니다. 이 펀드는 Multi-Asset Solutions 팀의 첫 번째 능동 관리 다중 자산 ETF로, 다중 자산 소득 카테고리에서 5,000억 달러의 시장 기회를 목표로 하고 있습니다.
JFLI는 선진국 및 신흥 시장의 주식 보유 및 고정 수익 ETF를 포함한 다양한 소득 생성 증권에 투자합니다. 이 펀드는 Michael Schoenhaut, Eric Bernbaum 및 Gary Herbert가 관리하며, J.P. Morgan의 자산 클래스 전문가들의 통찰력을 활용합니다.
이 ETF는 투자자에게 전통적인 증권과 파생상품 기반 전략의 조합을 제공하여 J.P. Morgan의 기존 소득 지향 ETF 제품을 보완하고 복잡한 시장을 탐색하는 데 있어 유연성, 다양성 및 효율성을 제공합니다.
J.P. Morgan Asset Management (JPMAM) a lancé le JPMorgan Flexible Income ETF (NYSE: JFLI), un ETF actif conçu pour générer des revenus et une croissance du capital. Le fonds représente la première incursion de l'équipe Multi-Asset Solutions dans les ETF multi-actifs gérés activement, ciblant une opportunité de marché de 500 milliards de dollars dans la catégorie des revenus multi-actifs.
JFLI investit dans des titres générateurs de revenus diversifiés, y compris des participations en actions et des ETF de revenu fixe sur les marchés développés et émergents. Le fonds est géré par Michael Schoenhaut, Eric Bernbaum et Gary Herbert, tirant parti des connaissances des spécialistes de classes d'actifs de J.P. Morgan.
L'ETF vise à fournir aux investisseurs une combinaison de titres traditionnels et de stratégies basées sur des dérivés, complétant l'offre actuelle d'ETF orientés vers le revenu de J.P. Morgan tout en offrant flexibilité, diversification et efficacité pour naviguer dans des marchés complexes.
J.P. Morgan Asset Management (JPMAM) hat den JPMorgan Flexible Income ETF (NYSE: JFLI) ins Leben gerufen, einen aktiven ETF, der darauf abzielt, Einkommen und Kapitalwachstum zu liefern. Der Fonds stellt den ersten Schritt des Multi-Asset Solutions-Teams in den Bereich aktiv verwalteter Multi-Asset-ETFs dar und zielt auf eine Marktchance von 500 Milliarden Dollar in der Multi-Asset-Einkommenskategorie ab.
JFLI investiert in verschiedene einkommensproduzierende Wertpapiere, darunter Aktienbeteiligungen und festverzinsliche ETFs in entwickelten und aufstrebenden Märkten. Der Fonds wird von Michael Schoenhaut, Eric Bernbaum und Gary Herbert verwaltet, die die Erkenntnisse von J.P. Morgans Spezialisten für Anlageklassen nutzen.
Der ETF zielt darauf ab, Anlegern eine Kombination aus traditionellen Wertpapieren und auf Derivaten basierenden Strategien anzubieten, die das bestehende einkommensorientierte ETF-Angebot von J.P. Morgan ergänzt und gleichzeitig Flexibilität, Diversifikation und Effizienz beim Navigieren in komplexen Märkten bietet.
- Targets large $500 billion market opportunity in multi-asset income category
- Diversified investment approach across multiple asset classes and global markets
- Experienced management team with track record in income fund management
- Combines traditional securities with derivatives-based strategies for enhanced flexibility
- None.
Insights
The launch of JPMorgan's Flexible Income ETF (JFLI) marks a calculated expansion into the $500 billion multi-asset income market, reflecting the growing institutional recognition of ETFs as viable vehicles for sophisticated investment strategies. The product's positioning is particularly noteworthy for three key reasons:
First, the combination of traditional securities with derivatives-based strategies represents a sophisticated approach typically reserved for institutional investors, now made accessible through the ETF wrapper. This democratization of investment strategies could potentially deliver more stable income streams across market cycles, especially valuable in the current environment of market uncertainty.
Second, the ETF structure offers several advantages over traditional mutual funds for income strategies:
- Enhanced tax efficiency through in-kind creation/redemption mechanism
- Improved liquidity with intraday trading capability
- Greater transparency of holdings
- Potentially lower transaction costs due to the ETF structure
Third, J.P. Morgan's timing aligns with a broader industry shift toward active management in ETFs, particularly in complex strategies where professional oversight can add significant value. The multi-asset approach allows for dynamic allocation adjustments, which is important for income generation in varying market conditions.
The involvement of veteran managers Schoenhaut, Bernbaum, and Herbert, who have extensive experience in income fund management, suggests a robust investment process. Their ability to leverage J.P. Morgan's global research capabilities and asset class specialists provides a competitive advantage in identifying opportunities across markets.
Fund Aims to Deliver Attractive Income and Capital Growth
The multi-asset income category presents a
"JFLI is a game-changer in income investing. By harnessing the power of diverse asset classes and our global expertise, we're delivering a dynamic solution that not only meets our clients' income needs but also thrives in today's fast-paced market environment," said Jed Laskowitz, Global Head of Private Markets and Customized Solutions.
Managed by a team of experienced professionals—Michael Schoenhaut, Eric Bernbaum, and Gary Herbert, who bring decades of experience managing some of the industry's most prominent income funds. The strategy leverages insights from J.P. Morgan's asset class specialists. The fund invests in a diverse range of income-producing securities, including direct equity holdings and fixed income ETFs, across both developed and emerging markets worldwide.
"The launch of the JPMorgan Flexible Income ETF is a significant milestone in our active ETF strategy, providing a differentiated approach to income investing," said John Harrington, Global Head of ETF Product at J.P. Morgan Asset Management. "Combining Active ETF technology with the benefits of multi-asset investing provides investors with a robust approach, offering flexibility, diversification, and efficiency to navigate complex markets and work towards their financial goals. With our expertise in asset allocation and risk management, alongside our desire to help clients achieve their income goals, we're thrilled to add JFLI to our ETF lineup."
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of
About JPMorgan Chase
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in
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.
Investing involves risk. Including possible loss of on an investment.
J.P. Morgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRA.
1 Morningstar data as of 12/31/2024.
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SOURCE J.P. Morgan Asset Management
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