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



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Upturn Advisory Summary
03/27/2025: JPIE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 10.27% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 573713 | Beta 0.22 | 52 Weeks Range 42.40 - 46.06 | Updated Date 03/27/2025 |
52 Weeks Range 42.40 - 46.06 | 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 range of ETFs covering various asset classes and investment strategies. Their offerings include equity, fixed income, and multi-asset ETFs, often focusing on specific market segments or investment themes. The ETFs aim to provide investors with diversified exposure to these markets through passive or active management strategies.
Reputation and Reliability
J.P. Morgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
J.P. Morgan has a deep bench of experienced portfolio managers and investment professionals.
Investment Objective
Goal
The investment goal varies depending on the specific J.P. Morgan ETF, but generally aims to provide investors with exposure to a specific asset class or investment strategy, seeking to track an index, outperform a benchmark, or achieve a specific investment outcome.
Investment Approach and Strategy
Strategy: Strategies vary; some ETFs track specific indexes (passive), while others utilize active management to outperform benchmarks.
Composition The composition varies widely based on the ETF's objective, including stocks, bonds, commodities, or a mix.
Market Position
Market Share: J.P. Morgan ETFs have a significant market share within the broader ETF market, influenced by the specific sector they operate in.
Total Net Assets (AUM): Information unavailable due to the general request; each ETF under J.P. Morgan Exchange-Traded Fund Trust has its own AUM.
Competitors
Key Competitors
- IVV
- SPY
- VTI
- AGG
- GLD
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. J.P. Morgan ETFs benefit from the brand recognition and distribution network of J.P. Morgan, but must compete on factors such as expense ratios, tracking error (for index ETFs), and performance (for actively managed ETFs).
Financial Performance
Historical Performance: Historical performance varies significantly across the range of J.P. Morgan ETFs depending on their specific investment objective and market exposure.
Benchmark Comparison: Benchmark comparison depends on the specific ETF and its chosen benchmark index.
Expense Ratio: Expense ratios vary across J.P. Morgan ETFs, ranging from low-cost index trackers to more expensive actively managed funds.
Liquidity
Average Trading Volume
The average trading volume depends on the specific ETF; larger, more popular ETFs generally have higher trading volumes.
Bid-Ask Spread
The bid-ask spread also varies by ETF; more liquid ETFs typically have tighter bid-ask spreads.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions influence J.P. Morgan ETFs depending on their asset class and investment focus.
Growth Trajectory
Growth trends depend on the specific ETF and its asset class; some ETFs may experience rapid growth due to investor demand for specific investment themes, while others may exhibit more stable growth.
Moat and Competitive Advantages
Competitive Edge
J.P. Morgan ETFs benefit from the strong brand recognition and distribution network of J.P. Morgan Chase & Co. Their advantage lies in the firm's global research capabilities, access to institutional investors, and expertise in active management. This allows them to launch innovative products and provide competitive returns for investors. J.P. Morgan's reputation for stability and risk management can also be a differentiating factor. Moreover, they have a deep understanding of client needs which allows them to further tailor products that add value.
Risk Analysis
Volatility
Volatility varies depending on the specific ETF's asset class and investment strategy. Equity ETFs are generally more volatile than fixed income ETFs.
Market Risk
Market risk depends on the underlying assets held by the ETF, including sector-specific risks, interest rate risk, and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF; J.P. Morgan ETFs cater to a wide range of investors, from those seeking low-cost index exposure to those seeking active management and specific investment themes.
Market Risk
Suitability depends on the specific ETF; some ETFs are suitable for long-term investors, while others may be better suited for active traders.
Summary
J.P. Morgan Exchange-Traded Fund Trust offers a diverse suite of ETFs across various asset classes and investment strategies. Leveraging the resources and expertise of J.P. Morgan, these ETFs provide investors with access to both passive and active investment approaches. While market share varies by ETF, J.P. Morgan's brand recognition and distribution network provide a competitive advantage. Investors should carefully consider their investment goals and risk tolerance when selecting a J.P. Morgan ETF. The choice of ETF is specific and must be matched by the investoru2019s needs, however, the broad suite offered can be used for multiple investment strategies and diversification.
Similar Companies
- SPY
- IVV
- VTI
- VOO
- IWM
- QQQ
- DIA
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. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 seeks to achieve its objective by investing opportunistically among multiple debt markets and sectors that the fund"s adviser, J.P. Morgan Investment Management Inc. (JPMIM or the adviser) believes have high potential to produce income and have low correlations to each other in order to manage risk. It has broad flexibility to invest in a wide variety of debt securities and instruments of any maturity.
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.