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JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB)
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Upturn Advisory Summary
04/01/2025: JPMB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
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 2.06% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 29720 | Beta 1.14 | 52 Weeks Range 35.49 - 39.27 | Updated Date 04/1/2025 |
52 Weeks Range 35.49 - 39.27 | Updated Date 04/1/2025 |
Upturn AI SWOT
JPMorgan USD Emerging Markets Sovereign Bond ETF
ETF Overview
Overview
The JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) seeks to track the investment results of an index composed of U.S. dollar-denominated sovereign bonds issued by emerging market countries. It provides exposure to the emerging market debt sector, focusing on diversification across various emerging economies.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history of managing investment products, including ETFs.
Management Expertise
JPMorgan has a team of experienced portfolio managers and analysts specializing in fixed income and emerging market investments.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated sovereign bonds issued by emerging market countries.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the J.P. Morgan EMBI Global Core Index.
Composition The ETF holds a diversified portfolio of U.S. dollar-denominated sovereign bonds issued by various emerging market countries.
Market Position
Market Share: JPMB holds a significant market share within the emerging market USD sovereign bond ETF category.
Total Net Assets (AUM): 5038000000
Competitors
Key Competitors
- iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
- Vanguard USD Emerging Markets Government Bond ETF (VWOB)
- Invesco Emerging Markets Sovereign Debt ETF (PCY)
Competitive Landscape
The emerging market USD sovereign bond ETF market is competitive, with several major players offering similar products. JPMB benefits from JPMorgan's brand recognition and distribution network, while EMB has the first-mover advantage. VWOB often boasts a lower expense ratio, making it attractive to cost-conscious investors.
Financial Performance
Historical Performance: Historical performance data is available from various financial data providers (returns vary based on look-back period): [3.32, -12.92, -4.39, 2.83, 8.96] for 1-month, 1-year, 3-year, 5-year, and 10-year annualized returns.
Benchmark Comparison: The ETF's performance closely tracks the J.P. Morgan EMBI Global Core Index, with slight variations due to expenses and tracking error.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, characterized by a reasonably active trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets, U.S. interest rate policy, geopolitical events, and global risk sentiment can all impact the performance of the ETF.
Growth Trajectory
The ETF's growth trajectory is tied to the overall demand for emerging market debt and the performance of the underlying economies. The ETF has seen stable inflows, reflecting investor interest in emerging market fixed income.
Moat and Competitive Advantages
Competitive Edge
JPMB benefits from JPMorgan's established presence in the financial industry and its expertise in fixed income management. While not the largest ETF in its category, its brand recognition and access to JPMorgan's research resources provide a competitive edge. The fund offers a balanced risk-reward profile for investors seeking exposure to emerging market sovereign debt. JPMorgan's active management and hedging strategies contribute to this profile. Ultimately, the fund is positioned for investors who want the diversification of emerging markets debt with the backing of a large financial institution.
Risk Analysis
Volatility
The ETF's volatility is influenced by the inherent risks associated with emerging market debt, including currency fluctuations, political instability, and credit risk.
Market Risk
Specific market risks include sovereign debt crises, changes in U.S. interest rates, and shifts in investor sentiment towards emerging markets.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking income and diversification through exposure to emerging market sovereign debt, who are comfortable with the associated risks.
Market Risk
This ETF is suitable for long-term investors looking for diversification and income, but it may also be used by active traders seeking to capitalize on short-term market movements.
Summary
JPMB provides access to USD-denominated emerging market sovereign bonds, offering diversification and income potential. It is managed by JPMorgan, a reputable financial institution, and aims to track the J.P. Morgan EMBI Global Core Index. While facing competition from larger ETFs like EMB and VWOB, JPMB benefits from JPMorgan's brand recognition. The ETF's performance is influenced by factors such as emerging market economic growth and U.S. interest rate policy. Investors should be aware of the risks associated with emerging market debt, including currency and political risks.
Similar Companies
- EMB
- VWOB
- PCY
- ELD
- IBND
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and risk tolerance. Past performance is not indicative of future results. Market share data is based on publicly available information and may not be exact.
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 JPMorgan USD Emerging Markets Sovereign Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of liquid, U.S. dollar-denominated sovereign and quasi-sovereign fixed and floating rate debt securities from emerging markets selected using a rules-based methodology that was developed and is owned by the adviser. The fund is non-diversified.
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