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Upturn AI SWOT - About
J.P. Morgan Exchange-Traded Fund Trust (JBND)
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Upturn Advisory Summary
04/01/2025: JBND (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 1.35% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 313013 | Beta - | 52 Weeks Range 48.88 - 53.84 | Updated Date 04/1/2025 |
52 Weeks Range 48.88 - 53.84 | Updated Date 04/1/2025 |
Upturn AI SWOT
J.P. Morgan Exchange-Traded Fund Trust
ETF Overview
Overview
J.P. Morgan Exchange-Traded Fund Trust offers a diverse range of ETFs across asset classes and investment strategies, including equity, fixed income, and multi-asset solutions, designed to meet varied investor needs.
Reputation and Reliability
J.P. Morgan is a well-established global financial institution with a strong reputation for investment management.
Management Expertise
J.P. Morgan's asset management division has experienced professionals managing their ETFs, leveraging extensive market knowledge.
Investment Objective
Goal
Varies by specific ETF within the J.P. Morgan Exchange-Traded Fund Trust. Each fund has its own stated investment objective, typically focusing on capital appreciation, income, or a combination of both.
Investment Approach and Strategy
Strategy: Varies by specific ETF. Strategies range from tracking specific market indices to active management employing proprietary research and analysis.
Composition Composition varies significantly across the ETF lineup, including stocks, bonds, commodities, or a mix, depending on the fund's objective.
Market Position
Market Share: Varies significantly depending on the specific ETF within the trust and its target market segment.
Total Net Assets (AUM): AUM varies greatly across the individual ETFs within the J.P. Morgan Exchange-Traded Fund Trust. Refer to specific ETF fact sheets for details.
Competitors
Key Competitors
- IVV
- SPY
- VTI
- AGG
- IWM
Competitive Landscape
The ETF industry is highly competitive, with many providers offering similar products. J.P. Morgan benefits from its brand recognition and distribution network. Disadvantages may include higher expense ratios for actively managed funds compared to passive index trackers offered by competitors.
Financial Performance
Historical Performance: Historical performance varies by ETF. Refer to specific ETF fact sheets for performance data.
Benchmark Comparison: Benchmark comparison varies by ETF. Refer to specific ETF fact sheets for comparison data.
Expense Ratio: Expense ratios vary by ETF within the trust. Refer to individual ETF prospectuses for details.
Liquidity
Average Trading Volume
Average trading volume varies greatly among the ETFs in the J.P. Morgan Exchange-Traded Fund Trust; refer to data for the specific ETF.
Bid-Ask Spread
Bid-ask spreads vary depending on the ETF, with larger and more liquid funds typically having tighter spreads; refer to data for the specific ETF.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, sector performance, and global events influence the performance of J.P. Morgan ETFs.
Growth Trajectory
Growth trends and patterns vary across the ETF lineup, influenced by investor demand, market conditions, and product innovation.
Moat and Competitive Advantages
Competitive Edge
J.P. Morgan Exchange-Traded Fund Trust benefits from its brand name, strong distribution network, and active management capabilities. Its active ETFs seek to outperform benchmarks through security selection and strategic allocation. The firm's global research capabilities provide an information advantage. A broad product lineup helps cater to diverse investor needs and preferences.
Risk Analysis
Volatility
Volatility varies significantly across the J.P. Morgan ETF lineup, depending on the underlying assets and investment strategy.
Market Risk
Market risk varies by fund and depends on the specific asset classes and geographies the ETF invests in.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF. Generally, those seeking diversified exposure, income, or specific investment strategies may find J.P. Morgan ETFs suitable.
Market Risk
Suitability varies depending on the specific ETF. Some funds may be appropriate for long-term investors, while others might suit active traders or passive index followers.
Summary
J.P. Morgan Exchange-Traded Fund Trust offers a diverse array of ETFs spanning asset classes and investment strategies, backed by a reputable global financial institution. Performance and risk profiles vary considerably across the ETF lineup, requiring careful due diligence by investors. The firm's active management capabilities may appeal to investors seeking benchmark outperformance. However, expense ratios might be higher compared to passive alternatives.
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Sources and Disclaimers
Data Sources:
- J.P. Morgan Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual financial circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About J.P. Morgan Exchange-Traded Fund Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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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