Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
JPIE
Upturn stock ratingUpturn stock rating

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

Upturn stock ratingUpturn stock rating
$45.99
Delayed price
Profit since last BUY2.04%
upturn advisory
Consider higher Upturn Star rating
BUY since 80 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

03/27/2025: JPIE (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

ratingratingratingratingrating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

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

ai summary icon Upturn AI SWOT

J.P. Morgan Exchange-Traded Fund Trust

stock logo

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.

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 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.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​