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JMSI
Upturn stock ratingUpturn stock rating

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

Upturn stock ratingUpturn stock rating
$49.8
Delayed price
Profit since last BUY-0.28%
upturn advisory
SELL
SELL since 5 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
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/01/2025: JMSI (1-star) is a SELL. SELL since 5 days. Profits (-0.28%). Updated daily EoD!

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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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF
Historic Profit 3.62%
Avg. Invested days 48
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
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 04/01/2025

Key Highlights

Volume (30-day avg) 30207
Beta 0.82
52 Weeks Range 47.94 - 50.51
Updated Date 04/1/2025
52 Weeks Range 47.94 - 50.51
Updated Date 04/1/2025

ai summary icon Upturn AI SWOT

J.P. Morgan Exchange-Traded Fund Trust

stock logo

ETF Overview

overview logo Overview

J.P. Morgan Exchange-Traded Fund Trust encompasses a range of ETFs covering various asset classes and investment strategies. The ETFs aim to provide investors with targeted exposure to specific sectors, investment styles, or market segments, utilizing both active and passive management approaches.

reliability logo Reputation and Reliability

J.P. Morgan is a well-established and reputable financial institution with a long track record in asset management.

reliability logo Management Expertise

The management team consists of experienced professionals with expertise in portfolio management, trading, and research.

Investment Objective

overview logo Goal

The investment goal varies depending on the specific ETF within the J.P. Morgan Exchange-Traded Fund Trust, ranging from capital appreciation to income generation.

Investment Approach and Strategy

Strategy: Strategies range from tracking specific market indexes to active management based on fundamental research and market analysis.

Composition The assets held vary widely across the ETF suite, including stocks, bonds, commodities, and derivatives, depending on the specific ETF's mandate.

Market Position

Market Share: Market share varies greatly depending on the specific ETF and its target market segment.

Total Net Assets (AUM): AUM varies significantly across the different ETFs within the J.P. Morgan Exchange-Traded Fund Trust.

Competitors

overview logo Key Competitors

  • IVV
  • SPY
  • VTI
  • QQQ

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar products. J.P. Morgan Exchange-Traded Fund Trust competes on factors such as brand recognition, investment strategy, and expense ratios. Advantages include J.P. Morgan's strong brand and diverse product offerings, while disadvantages may include higher expense ratios compared to some passive ETFs.

Financial Performance

Historical Performance: Historical performance varies widely depending on the specific ETF within the trust and its underlying investments.

Benchmark Comparison: Benchmark comparison depends on the ETF and its stated benchmark.

Expense Ratio: Expense ratios vary across the ETFs within the trust, ranging from relatively low for passive index-tracking funds to higher for actively managed funds.

Liquidity

Average Trading Volume

Average trading volume depends on the ETF, with some funds exhibiting high liquidity and others lower liquidity.

Bid-Ask Spread

The bid-ask spread varies across the ETFs, generally wider for less liquid ETFs and narrower for more popular funds.

Market Dynamics

Market Environment Factors

Economic indicators, sector-specific trends, and overall market sentiment influence the performance of the ETFs.

Growth Trajectory

Growth trends vary, with some ETFs experiencing rapid growth due to investor demand and others remaining relatively stable.

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. Its active ETFs leverage the firm's research capabilities and portfolio management expertise. Some ETFs offer unique investment strategies or access to niche market segments. This allows J.P. Morgan to compete effectively in a crowded ETF market by offering diverse and specialized investment solutions.

Risk Analysis

Volatility

Volatility depends on the underlying assets of each specific ETF.

Market Risk

Market risk is inherent in all ETFs and is influenced by factors such as economic conditions, interest rates, and geopolitical events.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF's investment objective and risk tolerance.

Market Risk

Suitability depends on the individual ETF, catering to long-term investors, active traders, and passive index followers depending on the specific fund's strategy and risk profile.

Summary

J.P. Morgan Exchange-Traded Fund Trust provides a range of ETFs that span different asset classes, sectors, and investment strategies. The funds cater to various investor profiles and objectives, from those seeking passive index tracking to active management. The suite leverages J.P. Morgan's brand and investment expertise. Investors should carefully consider the specific ETF's investment objective, risks, and fees before investing. Overall, J.P. Morgan's ETF offerings are a valuable resource for building well-diversified portfolios.

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Sources and Disclaimers

Data Sources:

  • JPMorgan Asset Management Website
  • ETF.com
  • Morningstar
  • Bloomberg

Disclaimers:

The data and analysis provided are 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 data is approximate and subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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

The fund invests in a portfolio of municipal bonds, including municipal mortgage-backed and asset-backed securities. Under normal circumstances, the fund invests at least 80% of its assets in municipal bonds, the income from which is exempt from federal income tax. The fund also invests in municipal mortgage-backed and asset-backed securities, as well as restricted securities.

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