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



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Upturn Advisory Summary
04/01/2025: JMSI (1-star) is a SELL. SELL since 5 days. Profits (-0.28%). Updated daily EoD!
Analysis of Past Performance
Type ETF | Historic Profit 3.62% | Avg. Invested days 48 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
J.P. Morgan Exchange-Traded Fund Trust
ETF Overview
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.
Reputation and Reliability
J.P. Morgan is a well-established and reputable financial institution with a long track record in asset management.
Management Expertise
The management team consists of experienced professionals with expertise in portfolio management, trading, and research.
Investment Objective
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
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.
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 |
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.
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.