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Upturn AI SWOT - About
J.P. Morgan Exchange-Traded Fund Trust (JMHI)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: JMHI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
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 7.7% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 20699 | Beta 1.14 | 52 Weeks Range 47.23 - 51.37 | Updated Date 04/1/2025 |
52 Weeks Range 47.23 - 51.37 | Updated Date 04/1/2025 |
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 covering various asset classes and investment strategies, aiming to provide investors with targeted exposure to specific market segments and investment themes.
Reputation and Reliability
J.P. Morgan is a reputable and well-established financial institution with a long track record in asset management, providing investors with confidence in the issuer's stability and expertise.
Management Expertise
J.P. Morgan's asset management division boasts a team of experienced professionals with expertise in portfolio management, research, and trading across different asset classes.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of a specific benchmark index or investment strategy.
Investment Approach and Strategy
Strategy: The ETFs may track specific indices, sectors, or employ active management strategies.
Composition The ETF holdings can include stocks, bonds, commodities, or a combination of these, depending on the specific ETF within the J.P. Morgan Exchange-Traded Fund Trust.
Market Position
Market Share: Varies significantly depending on the specific ETF within the Trust.
Total Net Assets (AUM): Varies significantly depending on the specific ETF within the Trust. Ranges from millions to billions of USD.
Competitors
Key Competitors
- IVV
- SPY
- VOO
- IWM
- QQQ
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar investment products. J.P. Morgan Exchange-Traded Fund Trust competes on factors such as brand recognition, investment strategy, expense ratios, and performance. Advantages include J.P. Morgan's strong brand and diverse product offerings. Disadvantages could include higher expense ratios compared to some competitors.
Financial Performance
Historical Performance: Varies significantly depending on the specific ETF within the Trust.
Benchmark Comparison: Varies significantly depending on the specific ETF within the Trust.
Expense Ratio: Varies significantly depending on the specific ETF within the Trust, ranging from 0.05% to 0.75%.
Liquidity
Average Trading Volume
Average trading volume varies widely across J.P. Morgan ETFs, generally indicating good liquidity for the more popular funds.
Bid-Ask Spread
The bid-ask spread is typically tight for the larger, more liquid J.P. Morgan ETFs, representing a low cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, interest rates, and overall market sentiment all influence the performance of J.P. Morgan Exchange-Traded Fund Trust's ETFs.
Growth Trajectory
Growth depends on asset class performance and investor demand for specific investment strategies, with J.P. Morgan continually launching new ETFs to address evolving market needs.
Moat and Competitive Advantages
Competitive Edge
J.P. Morgan Exchange-Traded Fund Trust benefits from the strong brand recognition and distribution network of J.P. Morgan Chase & Co. They offer a diverse range of ETFs, including actively managed and factor-based strategies, catering to a wide range of investor preferences. Some ETFs may have unique investment methodologies or access to specific market segments. J.P. Morganu2019s research and analytical capabilities can provide a competitive edge in identifying investment opportunities.
Risk Analysis
Volatility
Volatility varies significantly depending on the specific ETF's underlying assets and investment strategy. Equity-focused ETFs tend to exhibit higher volatility than bond ETFs.
Market Risk
Market risk is inherent in most J.P. Morgan Exchange-Traded Fund Trust ETFs, with potential losses stemming from adverse market conditions, economic downturns, or sector-specific challenges affecting the underlying assets.
Investor Profile
Ideal Investor Profile
The ideal investor varies depending on the specific ETF. Suitable for investors seeking targeted exposure to specific market segments, asset classes, or investment strategies.
Market Risk
Suitable for both long-term investors and active traders, depending on the specific ETF and investment objectives. Index-tracking ETFs are suitable for passive index followers.
Summary
J.P. Morgan Exchange-Traded Fund Trust offers a diverse suite of ETFs designed to meet the needs of various investors. These ETFs cover a wide range of asset classes, sectors, and investment strategies. Backed by the reputation and resources of J.P. Morgan Chase & Co., the Trust aims to provide investors with efficient and cost-effective access to different market segments. Investment decisions should be based on individual risk tolerance, investment objectives, and thorough due diligence.
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Sources and Disclaimers
Data Sources:
- J.P. Morgan Asset Management Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made in consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is approximate and may vary based on reporting source.
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 NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its assets in municipal securities, the income from which is exempt from federal income tax. Municipal securities may include, but are not limited to, variable rate demand obligations, short-term municipal notes, municipal bonds, tax exempt commercial paper, private activity and industrial development bonds, tax anticipation notes, and participations in pools of municipal securities.
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