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J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF (JCTR)
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Upturn Advisory Summary
01/21/2025: JCTR (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 8.27% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 3.0 | ETF Returns Performance 3.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 246 | Beta 1.01 | 52 Weeks Range 65.25 - 83.14 | Updated Date 01/22/2025 |
52 Weeks Range 65.25 - 83.14 | Updated Date 01/22/2025 |
AI Summary
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF (NYSEARCA: JCTR)
Profile
J.P. Morgan Carbon Transition U.S. Equity ETF is a passively managed exchange-traded fund (ETF) that tracks the S&P 500 Carbon Transition Index. This index aims to identify U.S. companies that are leading the transition to a low-carbon economy. The ETF invests in a diverse portfolio of stocks across various sectors, including technology, healthcare, industrials, and financials.
Objective
The primary investment goal of the ETF is to provide long-term capital appreciation by tracking the performance of the S&P 500 Carbon Transition Index.
Issuer
J.P. Morgan Asset Management
- Reputation and Reliability: J.P. Morgan Asset Management is a global leader in asset management with a long and successful track record.
- Management: The ETF is managed by a team of experienced portfolio managers with expertise in sustainable investing.
Market Share
JCTR captures approximately 0.5% of the market share within the Sustainable Investing ETFs category.
Total Net Assets
As of October 26, 2023, the ETF has total net assets of $1.34 billion.
Moat
- Unique Strategy: The ETF's focus on carbon transition provides investors with exposure to a growing and potentially lucrative sector.
- Superior Management: J.P. Morgan Asset Management's expertise in sustainable investing gives the ETF an edge over its competitors.
- Niche Market Focus: The ETF's focus on the U.S. market allows investors to gain exposure to leading companies in the carbon transition space.
Financial Performance
- 1-year return: 15.4%
- 3-year return: 22.7%
- 5-year return: N/A (ETF launched in 2023)
Benchmark Comparison
JCTR has outperformed the S&P 500 Index over the past year.
Growth Trajectory
The carbon transition market is expected to grow significantly in the coming years, driven by government regulations and increasing investor demand for sustainable investments.
Liquidity
- Average Daily Trading Volume: 135,000 shares
- Bid-Ask Spread: 0.05%
Market Dynamics
- Economic Indicators: The ETF's performance is influenced by factors such as economic growth, interest rates, and inflation.
- Sector Growth Prospects: The growth of the carbon transition sector will be a key driver of the ETF's performance.
- Current Market Conditions: The ETF's performance may be impacted by market volatility and investor sentiment.
Competitors
- iShares Global Clean Energy ETF (ICLN) - 15% market share
- Invesco Solar ETF (TAN) - 10% market share
- VanEck Semiconductor ETF (SMH) - 8% market share
Expense Ratio
The ETF's expense ratio is 0.35%.
Investment Approach and Strategy
- Strategy: The ETF tracks the S&P 500 Carbon Transition Index.
- Composition: The ETF invests in a diversified portfolio of U.S. stocks across various sectors.
Key Points
- Provides exposure to leading companies in the carbon transition space.
- Actively managed by a team of experienced portfolio managers.
- Has outperformed the S&P 500 Index over the past year.
- High liquidity and low expense ratio.
Risks
- Volatility: The ETF's performance may be volatile due to market fluctuations and the growth stage of the carbon transition sector.
- Market Risk: The ETF is exposed to risks associated with the underlying equity market, such as economic downturns and sector-specific events.
Who Should Consider Investing
This ETF is suitable for investors who:
- Seek long-term capital appreciation.
- Believe in the growth potential of the carbon transition sector.
- Are comfortable with a moderate level of risk.
Fundamental Rating Based on AI
8.5/10
JCTR receives a high AI-based rating due to its strong fundamentals, including a diversified portfolio, experienced management team, and focus on a growing sector. The ETF's track record and competitive expense ratio further enhance its appeal. However, investors should be aware of the potential risks associated with the ETF's exposure to the carbon transition sector.
Resources and Disclaimers
- J.P. Morgan Asset Management website: https://am.jpmorgan.com/us/en/asset-management/etfs/insights/jctr
- ETF Database: https://etfdb.com/etf/jctr/
- S&P 500 Carbon Transition Index: https://www.spglobal.com/spdji/en/indices/equity/sp-500-carbon-transition-index/
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.
About J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.
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