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J.P. Morgan Exchange-Traded Fund Trust (JPIE)
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Upturn Advisory Summary
01/21/2025: JPIE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 9.25% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance 4.0 | ETF Returns Performance 3.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 477350 | Beta 0.22 | 52 Weeks Range 42.71 - 46.00 | Updated Date 01/22/2025 |
52 Weeks Range 42.71 - 46.00 | Updated Date 01/22/2025 |
AI Summary
J.P. Morgan Exchange-Traded Fund Trust: An Overview
Profile:
J.P. Morgan Exchange-Traded Fund Trust (JPM) is a family of exchange-traded funds (ETFs) covering various asset classes and investment strategies. Each ETF within the trust focuses on a specific sector, market, or investment theme, offering investors diverse exposure to different market segments.
Objective:
The primary objectives of the individual ETFs within the trust vary depending on their specific focus. However, the overall goal of JPM is to provide investors with access to a wide range of investment options through ETFs, allowing them to build diversified portfolios and achieve their financial goals.
Issuer:
J.P. Morgan Asset Management is the issuer of JPM ETFs.
Reputation and Reliability:
J.P. Morgan Asset Management is a global leader in asset management with a strong reputation for financial strength, stability, and expertise. The firm has a long history of managing investments for individuals and institutions worldwide.
Management:
J.P. Morgan Asset Management employs experienced and qualified portfolio managers with expertise in various asset classes and investment strategies.
Market Share:
JPM ETFs hold a significant market share in the ETF industry, particularly in specific sectors and strategies where they offer unique or differentiated products.
Total Net Assets:
The total net assets under management for JPM ETFs vary depending on the individual ETF. You can find the specific net asset value for each ETF on the J.P. Morgan Asset Management website.
Moat:
JPM ETFs possess several competitive advantages, including:
- Access to a wide range of investment strategies: JPM offers a diverse selection of ETFs covering various asset classes and investment themes.
- Strong brand recognition and reputation: J.P. Morgan Asset Management is a well-established and trusted name in the financial industry.
- Experienced management team: The ETFs are managed by experienced and qualified portfolio managers with expertise in their respective fields.
Financial Performance:
The financial performance of JPM ETFs varies depending on the individual ETF and its investment strategy. You can find historical performance data and compare it to relevant benchmarks on the J.P. Morgan Asset Management website or financial data platforms.
Liquidity:
JPM ETFs generally have good liquidity, with average trading volumes and tight bid-ask spreads. This allows investors to buy and sell shares easily without significant price impact.
Market Dynamics:
The market environment for JPM ETFs is influenced by various factors, including economic indicators, sector growth prospects, and current market conditions. Investors should consider these factors when evaluating the potential risks and rewards of investing in JPM ETFs.
Competitors:
JPM ETFs face competition from other major ETF providers such as BlackRock, Vanguard, and State Street Global Advisors.
Expense Ratio:
Expense ratios for JPM ETFs vary depending on the individual ETF. Investors should consider the expense ratio when evaluating the overall cost of investing in the ETF.
Investment Approach and Strategy:
The investment approach and strategy of JPM ETFs vary depending on the individual ETF. Some ETFs aim to track specific indices, while others may employ active management strategies to achieve specific investment objectives.
Key Points:
- JPM offers a diverse range of ETFs covering various asset classes and investment strategies.
- The ETFs are managed by experienced professionals with a strong reputation for financial strength and expertise.
- JPM ETFs generally have good liquidity and competitive expense ratios.
Risks:
- JPM ETFs are subject to market risks associated with the underlying assets they invest in.
- The value of JPM ETFs can fluctuate based on market conditions.
- Investors should carefully consider the risks and potential rewards before investing in JPM ETFs.
Who Should Consider Investing:
JPM ETFs are suitable for investors seeking diversified exposure to specific sectors, markets, or investment themes. Investors should consider their risk tolerance, investment goals, and overall portfolio allocation when deciding whether JPM ETFs are right for them.
Fundamental Rating Based on AI
Based on an AI analysis of various factors, including financial health, market position, and future prospects, we rate J.P. Morgan Exchange-Traded Fund Trust with a 7.5 out of 10. This rating reflects the strong reputation of the issuer, the diverse range of investment options available, and the overall competitive advantages of JPM ETFs. However, investors should conduct their own due diligence and consider their individual circumstances before making any investment decisions.
Resources and Disclaimers
This analysis is based on information from the J.P. Morgan Asset Management website and other publicly available sources. While we strive to provide accurate and up-to-date information, we cannot guarantee the completeness or accuracy of the information provided. This analysis should not be considered investment advice. Investors should consult with a qualified financial professional before making any investment decisions.
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.