Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
JPMorgan Ultra-Short Income ETF (JPST)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: JPST (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 14.06% | Avg. Invested days 676 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 6074719 | Beta 0.05 | 52 Weeks Range 47.83 - 50.47 | Updated Date 04/2/2025 |
52 Weeks Range 47.83 - 50.47 | Updated Date 04/2/2025 |
Upturn AI SWOT
JPMorgan Ultra-Short Income ETF
ETF Overview
Overview
The JPMorgan Ultra-Short Income ETF (JPST) aims to maximize current income while preserving capital through investments in a diversified portfolio of short-term investment-grade fixed income securities. The fund focuses on providing a higher yield than traditional money market funds with slightly more risk.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long track record in asset management.
Management Expertise
JPMorgan has a highly experienced and well-regarded fixed income team managing the ETF.
Investment Objective
Goal
To maximize current income consistent with the preservation of capital and liquidity.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index; it uses active management to select securities.
Composition Primarily invests in investment-grade corporate bonds, asset-backed securities, and other short-term fixed income instruments.
Market Position
Market Share: JPST holds a significant market share within the ultra-short bond ETF category.
Total Net Assets (AUM): 21860000000
Competitors
Key Competitors
- BIL
- MINT
- NEAR
- GSHD
- FLOT
Competitive Landscape
The ultra-short bond ETF market is competitive, with several large players. JPST benefits from JPMorgan's brand recognition and strong distribution network. Disadvantages might include slightly higher expense ratio compared to some competitors, but the active management aims to provide superior risk-adjusted returns.
Financial Performance
Historical Performance: Historical performance data is not directly presented in the JSON but can be extracted from financial data providers.
Benchmark Comparison: The ETF aims to outperform its stated benchmark which is a blended benchmark, but specifics vary and performance relative to different benchmarks can be directly extracted from financial databases.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
JPST exhibits strong liquidity with a high average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and credit spreads influence JPST's performance. Rising interest rates can negatively impact bond values, but the short duration helps mitigate this risk.
Growth Trajectory
Growth trends for JPST are linked to investor demand for conservative income-generating assets and shifts in monetary policy.
Moat and Competitive Advantages
Competitive Edge
JPST benefits from the established reputation and resources of JPMorgan. Its active management approach allows for tactical adjustments to the portfolio, potentially enhancing returns and managing risk more effectively. The focus on short-term, investment-grade debt offers a degree of safety, attracting risk-averse investors. A large AUM leads to economies of scale and tighter bid-ask spreads which is highly competitive. This differentiates it from smaller, less established ETFs with similar investment objectives.
Risk Analysis
Volatility
JPST exhibits low volatility due to its focus on short-term, investment-grade securities.
Market Risk
The ETF is subject to interest rate risk and credit risk, although these risks are mitigated by its short duration and investment-grade focus.
Investor Profile
Ideal Investor Profile
JPST is suited for conservative investors, retirees, and those seeking a stable source of income with minimal risk.
Market Risk
JPST is best suited for long-term investors or those looking for a cash management alternative.
Summary
JPMorgan Ultra-Short Income ETF is a actively managed, ultra-short-term fixed income ETF that seeks to maximize current income while preserving capital. Managed by the experienced team at JPMorgan, it invests primarily in investment-grade, short-term securities, resulting in low volatility and minimal credit risk. It is suitable for conservative investors looking for a slightly higher yield than money market funds with very limited risk, or as a cash equivalent in a portfolio. It has a strong liquidity profile and is a competitive product within the ultra-short bond ETF market.
Similar Companies
BIL
SPDR® Bloomberg 1-3 Month T-Bill ETF
BIL
SPDR® Bloomberg 1-3 Month T-Bill ETF
GSHD
Goosehead Insurance Inc
GSHD
Goosehead Insurance Inc
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly and may impact the performance of the ETF. Past performance is not indicative of future results.
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 Ultra-Short Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in investment grade, U.S. dollar denominated short-term fixed, variable and floating rate debt. Assets means net assets, plus the amount of borrowings for investment purposes. As part of its principal investment strategy, it may invest in corporate securities, asset-backed securities, mortgage-backed and mortgage-related securities, and high quality money market instruments such as commercial paper and certificates of deposit.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.