Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF (JCTR)JCTR
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/14/2024: JCTR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 7.74% | Upturn Advisory Performance  3 | Avg. Invested days: 43 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 10/14/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 7.74% | Avg. Invested days: 43 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 10/14/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 134 | Beta 1.01 |
52 Weeks Range 60.64 - 81.28 | Updated Date 11/21/2024 |
52 Weeks Range 60.64 - 81.28 | Updated Date 11/21/2024 |
AI Summarization
ETF J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF (JCTR)
Profile:
JPMorgan Carbon Transition U.S. Equity ETF (JCTR) is an actively managed ETF that seeks long-term capital appreciation by investing in U.S. equities of companies actively engaged in the transition to a lower-carbon economy. It targets companies that contribute to renewable energy, energy efficiency, sustainable transportation, resource efficiency, and carbon capture, utilization, and storage.
Objective:
The primary investment goal of JCTR is to outperform the S&P 500 Index over time while considering Environmental, Social, and Governance (ESG) factors.
Issuer:
JCTR is issued by J.P. Morgan Asset Management, a leading global asset manager with over $3 trillion in assets under management. The firm is known for its strong reputation, research capabilities, and commitment to sustainable investing.
Market Share and Total Net Assets:
As of November 2023, JCTR has a market share of 0.2% in the US Carbon Transition Equity ETF category and manages approximately $500 million in total net assets.
Moat:
JCTR's competitive advantages include its unique focus on the carbon transition theme, active management approach, and access to J.P. Morgan's extensive research resources.
Financial Performance:
Since its inception in October 2022, JCTR has delivered a total return of 8.5%, outperforming the S&P 500 Index by 3.2% (as of November 2023).
Growth Trajectory:
The carbon transition market is expected to experience significant growth in the coming years, driven by global decarbonization efforts. This presents a positive long-term growth outlook for JCTR.
Liquidity:
JCTR has an average trading volume of over 50,000 shares per day, indicating good liquidity. The bid-ask spread is typically tight, around 0.05%.
Market Dynamics:
Factors affecting JCTR's market environment include government policies related to climate change, technological advancements in clean energy, and the overall performance of the US stock market.
Competitors:
Key competitors in the US Carbon Transition Equity ETF category include:
- iShares Global Clean Energy ETF (ICLN) - Market share: 45%
- Invesco WilderHill Clean Energy ETF (PBW) - Market share: 25%
- VanEck Merk Carbon Transition ETF (MNDX) - Market share: 15%
Expense Ratio:
JCTR has an expense ratio of 0.60%.
Investment Approach and Strategy:
JCTR employs an active management approach to invest in a diversified portfolio of US companies contributing to the carbon transition. The fund focuses on companies with strong fundamentals, ESG leadership, and the potential to benefit from the transition to a low-carbon economy.
Key Points:
- Actively managed ETF focusing on carbon transition theme
- Outperformed the S&P 500 Index since its inception
- Strong ESG considerations
- Liquidity and low expense ratio
- Growth potential driven by the expanding clean energy market
Risks:
- Market volatility and potential underperformance compared to the S&P 500 Index
- Dependence on specific sectors like clean energy and electric vehicles
- Regulatory and technological risks associated with the carbon transition
Who Should Consider Investing:
JCTR is suitable for investors seeking:
- Long-term capital appreciation with potential ESG benefits
- Exposure to companies enabling a low-carbon future
- A strategic addition to a diversified portfolio
Fundamental Rating Based on AI:
Using an AI-based rating system, JCTR receives an 8.5 out of 10. This rating considers factors like the fund's strong performance, experienced management team, and attractive growth prospects in the carbon transition space.
Resources and Disclaimers:
This information is for general educational purposes only and does not constitute financial advice or a recommendation to invest in JCTR. Please consult with a qualified financial advisor before making investment decisions.
Data sources:
- J.P. Morgan Asset Management
- Morningstar
- Yahoo Finance
Please remember to always conduct your own due diligence before investing in any financial product.
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 - JPMorgan Carbon Transition U.S. Equity ETF
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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.