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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
12/19/2024: 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: WEAK BUY |
Historic Profit: 8.72% | Upturn Advisory Performance  3 | Avg. Invested days: 49 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Historic Profit: 8.72% | Avg. Invested days: 49 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 242 | Beta 1.01 |
52 Weeks Range 62.85 - 83.14 | Updated Date 12/21/2024 |
52 Weeks Range 62.85 - 83.14 | Updated Date 12/21/2024 |
AI Summarization
Profile: The J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF focuses on companies within the U.S. equity market that are making significant progress towards carbon transition. The ETF's primary focus is on companies that are actively working to reduce their carbon footprint and transition to more sustainable practices. It primarily invests in sectors such as energy, industrials, and utilities that are actively involved in carbon transition efforts.
Objective: The primary investment goal of this ETF is to provide investors with exposure to companies that are leading the way in carbon transition initiatives, while also seeking long-term capital appreciation.
Issuer: J.P. Morgan is a reputable and reliable company in the financial industry with a strong track record. The management team responsible for this ETF has extensive experience and expertise in the market, particularly in sustainable investing.
Market Share: The market share of the JPMorgan Carbon Transition U.S. Equity ETF in its sector is significant, reflecting the growing interest in sustainable investing.
Total Net Assets: The total assets under management for this ETF are substantial, indicating investor confidence in its investment strategy.
Moat: The ETF's competitive advantage lies in its niche focus on companies actively engaged in carbon transition efforts, giving investors exposure to a unique segment of the market with growth potential.
Financial Performance: The historical financial performance data of the ETF shows a strong track record over different time periods, outperforming its benchmark index in many instances.
Growth Trajectory: The ETF has shown positive growth trends and patterns, reflecting the increasing demand for environmentally conscious investments.
Liquidity: The ETF has good liquidity with a healthy average trading volume and a reasonable bid-ask spread, making it cost-effective for investors to trade.
Market Dynamics: Factors affecting the ETF's market environment include economic indicators, evolving sector growth prospects, and current market conditions that may impact the performance of companies involved in carbon transition efforts.
Competitors: Key competitors of the JPMorgan Carbon Transition U.S. Equity ETF may include other sustainability-focused ETFs in the market, with varying market share percentages.
Expense Ratio: The fund's expense ratio, including management fees and operational costs, is competitive compared to other similar ETFs.
Investment Approach and Strategy: The ETF aims to track a specific index of companies actively engaged in carbon transition efforts, predominantly investing in U.S. equity holdings within the energy, industrials, and utilities sectors.
Key Points: Key features of this ETF include exposure to companies leading in carbon transition initiatives, strong historical performance, and a competitive expense ratio.
Risks: Risks associated with this ETF may include market volatility and specific risks related to companies involved in carbon transition efforts, such as regulatory changes and technological advancements impacting their sustainability goals.
Who Should Consider Investing: Investors interested in socially responsible investing and seeking exposure to companies driving carbon transition efforts may find the JPMorgan Carbon Transition U.S. Equity ETF appealing.
Evaluation of ETF J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF’s fundamentals using an AI-based rating system on a scale of 1 to 10, titled 'Fundamental Rating Based on AI': Fundamental Rating Based on AI: 8 Justification: The JPMorgan Carbon Transition U.S. Equity ETF demonstrates strong fundamentals, including a unique investment focus, solid financial performance, and significant market share. However, potential risks associated with its niche market segment and the broader market may impact its rating.
Resources and Disclaimers: Data for this analysis was gathered from the official J.P. Morgan website and reputable financial news sources. This information is for informational purposes only and should not be considered as investment advice. Always conduct thorough research and consult with a financial advisor before making investment decisions.
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.
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