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J.P. Morgan Exchange-Traded Fund Trust (JBND)JBND

Upturn stock ratingUpturn stock rating
J.P. Morgan Exchange-Traded Fund Trust
$54.74
Delayed price
Profit since last BUY6.62%
Consider higher Upturn Star rating
upturn advisory
BUY since 87 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

09/18/2024: JBND (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Upturns

Type: ETF
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: Consider higher Upturn Star rating
Profit: 3.26%
Upturn Advisory Performance Upturn Advisory Performance2
Avg. Invested days: 41
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
ETF Returns Performance Upturn Returns Performance 1
Last Close 09/18/2024
Type: ETF
Today’s Advisory: Consider higher Upturn Star rating
Profit: 3.26%
Avg. Invested days: 41
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
ETF Returns Performance Upturn Returns Performance 1
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/18/2024
Upturn Advisory Performance Upturn Advisory Performance2

Key Highlights

Volume (30-day avg) 160377
Beta -
52 Weeks Range 47.06 - 55.06
Updated Date 09/7/2024
52 Weeks Range 47.06 - 55.06
Updated Date 09/7/2024

AI Summarization

Overview of J.P. Morgan Exchange-Traded Fund Trust

Profile:

J.P. Morgan Exchange-Traded Fund Trust is a series of individual exchange-traded funds (ETFs) covering a broad range of asset classes, investment strategies, and market sectors. Each ETF within the Trust has its own specific focus, but generally, they tend to track broad market indices or specific sectors, offering investors diversified exposure with varying levels of risk and return potential.

Objective:

The primary investment goal of each ETF within the J.P. Morgan Exchange-Traded Fund Trust depends on the individual ETF's strategy. Some ETFs aim to track a specific benchmark index, like the S&P 500, while others focus on specific sectors or asset classes, like emerging markets or technology stocks. Ultimately, the objective of each ETF is to provide investors with a convenient and efficient way to gain exposure to a particular market segment.

Issuer:

J.P. Morgan Asset Management is the issuer of the J.P. Morgan Exchange-Traded Fund Trust.

  • Reputation and Reliability: J.P. Morgan Asset Management is a highly reputable and reliable global asset management firm with over $3 trillion in assets under management. Its long history and strong track record inspire confidence in the ETFs they issue.

  • Management: The J.P. Morgan Exchange-Traded Fund Trust is managed by a team of experienced professionals with expertise in various asset classes and investment strategies. This ensures the funds are well-managed and adhere to their stated objectives.

Market Share:

J.P. Morgan Exchange-Traded Fund Trust doesn't have a single market share figure as it encompasses numerous individual ETFs. However, J.P. Morgan Asset Management is one of the leading ETF providers globally, with a significant market share across various sectors and strategies.

Total Net Assets:

The total net assets under management for the J.P. Morgan Exchange-Traded Fund Trust are not readily available as it encompasses numerous individual ETFs with varying levels of assets under management. However, you can find the total net assets for each individual ETF on its respective factsheet or profile page.

Moat:

The competitive advantages of J.P. Morgan Exchange-Traded Fund Trust include:

  • 规模和经验: 凭借其龐大的资产管理规模和丰富的行业经验,摩根大通拥有较强的竞争优势。
  • 管理团队: 其经验丰富的管理团队拥有深厚的投资专业知识和市场洞察力,能够为投资者提供更优质的投资管理服务。
  • 多样化的产品线: 广泛的产品线覆盖了不同的资产类别和投资策略,满足不同投资者的需求。
  • 低廉的费用: 较低的费用率可以帮助投资者降低投资成本,提高投资收益。

Financial Performance:

The financial performance of each ETF within the J.P. Morgan Exchange-Traded Fund Trust varies depending on its individual strategy and market conditions. You can find historical performance data for each ETF on its respective factsheet or profile page.

Benchmark Comparison:

Comparing an ETF's performance to its benchmark index is crucial to assess its effectiveness. If the ETF consistently outperforms the benchmark, it might indicate superior management or a unique strategy. Conversely, underperformance might warrant further investigation.

Growth Trajectory:

The growth trajectory of each ETF within the J.P. Morgan Exchange-Traded Fund Trust depends on its underlying assets and market trends. Analyzing the growth potential of the ETF's target sector or asset class is crucial for understanding its future prospects.

Liquidity:

  • Average Trading Volume: The average trading volume of each ETF within the J.P. Morgan Exchange-Traded Fund Trust can be found on its respective factsheet or profile page. This indicates the ease with which investors can buy or sell the ETF.

  • Bid-Ask Spread: The bid-ask spread represents the difference between the buying and selling price of an ETF. A lower bid-ask spread indicates higher liquidity and lower交易成本.

Market Dynamics:

Several factors can affect the market environment of an ETF, including:

  • Economic indicators: Economic growth, inflation, and interest rates can significantly impact all asset classes, including ETFs.

  • Sector growth prospects: The growth potential of the ETF's target sector can significantly influence its performance.

  • Current market conditions: Overall market sentiment and volatility can affect the trading activity and performance of ETFs.

Competitors:

J.P. Morgan Exchange-Traded Fund Trust faces competition from various ETF providers, including:

  • BlackRock (iShares)
  • Vanguard
  • State Street Global Advisors (SPDR)
  • Invesco

Expense Ratio:

The expense ratio of each ETF within the J.P. Morgan Exchange-Traded Fund Trust varies depending on its strategy and management fees. You can find the expense ratio for each ETF on its respective factsheet or profile page.

Investment approach and strategy:

The investment approach and strategy of each ETF within the J.P. Morgan Exchange-Traded Fund Trust depends on its individual focus. Some ETFs passively track a specific index, while others actively manage their portfolio to achieve a specific investment objective.

Key Points:

  • The J.P. Morgan Exchange-Traded Fund Trust offers a wide range of ETFs covering various asset classes, investment strategies, and market sectors.
  • Each ETF has its own specific objective and investment approach.
  • J.P. Morgan Asset Management, a reputable and experienced asset management firm, issues the Trust.
  • Analyzing the financial performance, benchmark comparison, growth trajectory, liquidity, market dynamics, and competitors is crucial for evaluating an ETF.

Risks:

Investing in ETFs involves certain risks, including:

  • Volatility: The value of an ETF can fluctuate based on market conditions and the performance of its underlying assets.
  • Market Risk: The ETF's performance is directly tied to the performance of its underlying assets, exposing investors to market risks specific to those assets.
  • Tracking Error: When an ETF aims to track a specific index but fails to do so perfectly, tracking error occurs. This can result in performance deviations from the benchmark.

Who Should Consider Investing:

The suitability of an ETF within the J.P. Morgan Exchange-Traded Fund Trust depends on an individual's investment goals, risk tolerance, and investment horizon. Investors seeking diversified exposure to a specific market sector or asset class with varying levels of risk and return potential.

Fundamental Rating Based on AI:

Due to limitations in data access and processing capabilities, providing an AI-based fundamental rating score for J.P. Morgan Exchange-Traded Fund Trust is not possible. However, based on the information gathered, J.P. Morgan Exchange-Traded Fund Trust appears to have a strong foundation due to the issuer's reputation, experienced management team, diverse product line, and competitive expense ratios. Additionally, the Trust offers a range of ETFs with varying risk profiles to cater to different investor needs.

Resources and Disclaimers:

This analysis is based on publicly available information from J.P. Morgan Asset Management's website and other reputable financial sources. While all efforts have been made to ensure accuracy, it's crucial to conduct your own due diligence before making any investment decisions. The information provided should not be considered as financial advice and does not guarantee future performance.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.​

About J.P. Morgan Exchange-Traded Fund Trust

The fund seeks to outperform (based on the fund"s total return, gross of fees) the Bloomberg U.S. Aggregate Bond Index (the benchmark) over a market cycle, typically a 3-5 year time horizon. As a matter of non-fundamental policy, under normal circumstances, the fund will invest at least 80% of its assets in bonds.

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