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JDIV
Upturn stock ratingUpturn stock rating

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

Upturn stock ratingUpturn stock rating
$48.96
Delayed price
Profit since last BUY1.98%
upturn advisory
Consider higher Upturn Star rating
BUY since 18 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

02/20/2025: JDIV (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Analysis of Past Performance

Type ETF
Historic Profit 1.98%
Avg. Invested days 18
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/20/2025

Key Highlights

Volume (30-day avg) 194
Beta -
52 Weeks Range 45.77 - 48.96
Updated Date 02/21/2025
52 Weeks Range 45.77 - 48.96
Updated Date 02/21/2025

AI Summary

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

Profile:

J.P. Morgan Exchange-Traded Fund Trust represents a comprehensive family of ETFs covering various asset classes, sectors, and investment strategies. These ETFs offer investors diversified exposure to the financial markets with varying levels of risk and return potential.

Objectives:

The primary objectives of these ETFs vary depending on the specific fund. Some ETFs aim to track a particular market index, while others pursue active management strategies to achieve specific investment goals. Investors should carefully review the prospectus of each ETF to understand its specific objectives.

Issuer:

J.P. Morgan Asset Management is the issuer of these ETFs. As a leading global asset manager with a long-standing reputation and expertise, J.P. Morgan provides investors with confidence in the management of these funds.

Reputation and Reliability:

J.P. Morgan Asset Management enjoys a strong reputation for its investment expertise and commitment to client service. The firm boasts a long and successful track record in managing various investment products, including ETFs.

Management:

J.P. Morgan employs experienced and highly qualified portfolio managers to oversee its ETFs. These managers leverage their deep market knowledge and analytical skills to construct and manage the portfolios effectively.

Market Share:

J.P. Morgan Exchange-Traded Fund Trust holds a significant market share within the ETF industry. The exact percentage varies depending on the specific ETF and its category.

Total Net Assets:

The total net assets under management for J.P. Morgan Exchange-Traded Fund Trust are substantial, reflecting the significant investor interest in these funds. The exact figure can be found on the J.P. Morgan Asset Management website or through financial data providers.

Moat:

J.P. Morgan Exchange-Traded Fund Trust offers several competitive advantages:

  • Experienced Management: The ETFs benefit from the expertise and experience of J.P. Morgan's seasoned portfolio managers.
  • Diversification: The ETFs provide investors with access to a wide range of asset classes and sectors, reducing overall portfolio risk.
  • Cost-Effectiveness: Many J.P. Morgan ETFs boast low expense ratios, making them attractive options for cost-conscious investors.
  • Access to Niche Markets: J.P. Morgan offers ETFs targeting specific market segments, providing investors with unique investment opportunities.

Financial Performance:

The historical performance of J.P. Morgan Exchange-Traded Fund Trust varies across different ETFs. Investors should review the performance data for each fund on the J.P. Morgan Asset Management website or through financial data providers. It is crucial to compare the performance against relevant benchmarks to assess the effectiveness of the ETF's management.

Growth Trajectory:

The growth trajectory of J.P. Morgan Exchange-Traded Fund Trust depends on various factors, including market conditions, investor demand, and the performance of the underlying assets. Analyzing historical trends and industry forecasts can provide insights into the potential growth of these ETFs.

Liquidity:

J.P. Morgan Exchange-Traded Fund Trust generally enjoys high liquidity, indicated by substantial average trading volumes. Thisliquidity allows investors to enter and exit positions efficiently with minimal impact on the price.

Market Dynamics:

Several factors influence the market environment for J.P. Morgan Exchange-Traded Fund Trust, including economic indicators, sector growth prospects, and current market conditions. Investors should stay informed about these factors to make informed investment decisions.

Competitors:

J.P. Morgan Exchange-Traded Fund Trust competes with numerous other ETF providers, including BlackRock, Vanguard, and State Street. These competitors offer similar products with varying expense ratios, investment strategies, and asset classes.

Expense Ratio:

The expense ratios for J.P. Morgan Exchange-Traded Fund Trust vary depending on the specific ETF. Investors should carefully compare the expense ratios of different ETFs before making an investment decision.

Investment Approach and Strategy:

The investment approach and strategy vary across J.P. Morgan Exchange-Traded Fund Trust. Some ETFs track specific indices, while others employ active management strategies to achieve specific investment objectives. Investors should review the prospectus of each ETF to understand its specific investment approach and strategy.

Key Points:

  • J.P. Morgan Exchange-Traded Fund Trust offers a diverse range of ETFs covering various asset classes and investment strategies.
  • The ETFs benefit from the expertise and experience of J.P. Morgan Asset Management.
  • Investors should carefully review the prospectus of each ETF to understand its specific objectives, investment approach, and risks.

Risks:

J.P. Morgan Exchange-Traded Fund Trust is subject to various risks, including market risk, volatility risk, and tracking error risk. Investors should carefully consider these risks before investing in any of these ETFs.

Who Should Consider Investing:

J.P. Morgan Exchange-Traded Fund Trust can be suitable for investors seeking diversified exposure to different asset classes and sectors. However, the suitability of a particular ETF depends on the individual investor's risk tolerance, investment goals, and financial situation.

Fundamental Rating Based on AI:

To provide an AI-based rating, we would need to analyze various quantitative and qualitative factors, including financial health, market position, and future prospects. This analysis would consider historical performance data, expense ratios, management team expertise, and market trends. Based on this comprehensive evaluation, we would assign a rating on a scale of 1 to 10, with a detailed justification for the assigned rating.

Resources and Disclaimers:

  • J.P. Morgan Asset Management Website
  • Financial Data Providers (e.g., Bloomberg, Reuters)

Disclaimer:

This information is for educational purposes only and should not be considered investment advice. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions.

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

Under normal circumstances, the fund will invest at least 80% of its assets in dividend-paying equity securities and equity-related instruments of companies that the adviser believes are leaders in terms of their ability to, over time, (i) grow their dividends, and/or (ii) maintain high dividend payouts, in each case relative to the companies included in the fund"s benchmark, the MSCI ACWI Index.

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