JPMorgan Active Developing Markets Equity ETF (JADE US) – Portfolio Construction Methodology

The investment philosophy governing the actively managed JPMorgan Active Developing Markets Equity ETF pursues long-term capital appreciation through bottom-up security selection across emerging-market equities, investing in both growth and value franchises listed in, or economically tied to, developing countries. A diversified analyst platform drives fundamental research on cash-flow durability, returns on capital, governance, and industry structure, while portfolio managers calibrate country, sector, and factor exposures relative to risk budgets rather than strict benchmark replication. Position sizing reflects conviction, liquidity, and downside asymmetry, with explicit limits on issuer, sector, and country to avoid concentration. Derivatives may be used for efficient exposure, cash equitization, or risk management. Rebalancing is continuous as thesis milestones occur, with trims on valuation stretch or deteriorating fundamentals and adds where upside/catalyst paths improve; risk is monitored through proprietary and third-party models spanning beta, currency, and style factor sensitivities.

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