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



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Upturn Advisory Summary
03/27/2025: JDIV (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -1.29% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 236 | Beta - | 52 Weeks Range 45.66 - 48.84 | Updated Date 03/27/2025 |
52 Weeks Range 45.66 - 48.84 | Updated Date 03/27/2025 |
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 spanning various asset classes and investment strategies, including equity, fixed income, and alternative investments. These ETFs cater to different investor needs, providing exposure to specific sectors, regions, or investment styles. The Trust aims to deliver competitive returns while managing risk through active or passive investment approaches.
Reputation and Reliability
J.P. Morgan is a globally recognized financial institution with a strong reputation and extensive experience in asset management.
Management Expertise
The management team comprises seasoned professionals with expertise in various investment disciplines, ensuring effective management of the ETF portfolios.
Investment Objective
Goal
The primary goal varies depending on the specific ETF within the J.P. Morgan Exchange-Traded Fund Trust, but generally aims to provide investors with access to diversified investment strategies and competitive returns.
Investment Approach and Strategy
Strategy: The ETFs within the trust employ both passive and active strategies, tracking specific indices or utilizing proprietary investment methodologies.
Composition The asset composition varies widely depending on the ETF's focus, including stocks, bonds, commodities, currencies, or a combination thereof.
Market Position
Market Share: The combined market share of all ETFs within J.P. Morgan Exchange-Traded Fund Trust varies depending on the specific sector and ETF. Please refer to individual fund prospectuses for specific market share data.
Total Net Assets (AUM): Data unavailable. Refer to individual fund prospectuses.
Competitors
Key Competitors
- IVV
- SPY
- VTI
- AGG
- IJS
Competitive Landscape
The ETF industry is highly competitive, with numerous issuers offering similar investment products. J.P. Morgan Exchange-Traded Fund Trust benefits from its strong brand recognition and extensive distribution network. However, it faces competition from established players with lower expense ratios and larger AUM. The J.P. Morgan ETFu2019s that utilize Active Management Strategies help give it an advantage compared to Passive ETFs, but this advantage is dependent on Active Management out performance.
Financial Performance
Historical Performance: Historical performance varies by individual ETF within the Trust. Please refer to individual fund prospectuses for detailed performance data.
Benchmark Comparison: Benchmark comparisons vary by individual ETF within the Trust. Please refer to individual fund prospectuses for relevant benchmark comparisons.
Expense Ratio: Expense ratios vary by individual ETF within the Trust. Please refer to individual fund prospectuses for specific expense ratios.
Liquidity
Average Trading Volume
Average trading volume varies greatly amongst the ETFs in the J.P. Morgan Exchange-Traded Fund Trust; refer to individual fund data for specific trading volumes.
Bid-Ask Spread
The bid-ask spread will also depend on each individual ETF. Refer to the trading information specific to each ETF.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth prospects, interest rate movements, and global market conditions all influence the performance of ETFs within the J.P. Morgan Exchange-Traded Fund Trust.
Growth Trajectory
Growth trends depend on the specific ETF, with new fund launches and strategic shifts in existing portfolios reflecting evolving market demands and investor preferences.
Moat and Competitive Advantages
Competitive Edge
J.P. Morgan Exchange-Traded Fund Trust benefits from J.P. Morgan's established brand, a broad distribution network, and diverse product offerings. Their active management strategies differentiate them from passive index trackers, potentially offering superior risk-adjusted returns. The firmu2019s global research capabilities and experienced investment professionals contribute to a competitive edge in identifying and capitalizing on market opportunities. Furthermore, their focus on innovation allows them to offer unique ETF products that cater to evolving investor needs.
Risk Analysis
Volatility
Volatility varies by individual ETF and depends on the underlying assets. Please refer to individual fund prospectuses for volatility metrics.
Market Risk
Market risk depends on the specific asset classes and sectors represented in each ETF. For example, equity ETFs are subject to equity market risk, while bond ETFs are subject to interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF. Suitable for investors seeking diversified exposure to specific asset classes, sectors, or investment strategies, with varying risk tolerances and investment horizons.
Market Risk
Some ETFs are suitable for long-term investors seeking passive index exposure, while others are better suited for active traders seeking tactical opportunities.
Summary
J.P. Morgan Exchange-Traded Fund Trust offers a diverse range of ETFs catering to various investment objectives and risk profiles. Backed by J.P. Morgan's established brand and expertise, these ETFs provide access to both passive and active investment strategies. Performance and suitability vary by individual ETF, requiring investors to conduct thorough research. The Trust faces competition from other major ETF providers, but its innovation and distribution network contribute to its competitive positioning.
Similar Companies
- VOO
- SCHX
- DIA
- IJH
- IJR
Sources and Disclaimers
Data Sources:
- J.P. Morgan Asset Management Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share and AUM data may vary and is subject to change.
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 |
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.
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.