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JPMorgan Diversified Return U.S. Equity ETF (JPUS)
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Upturn Advisory Summary
04/01/2025: JPUS (1-star) is currently NOT-A-BUY. Pass it for now.
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 7.95% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 16359 | Beta 0.92 | 52 Weeks Range 103.19 - 122.65 | Updated Date 04/2/2025 |
52 Weeks Range 103.19 - 122.65 | Updated Date 04/2/2025 |
Upturn AI SWOT
JPMorgan Diversified Return U.S. Equity ETF
ETF Overview
Overview
The JPMorgan Diversified Return U.S. Equity ETF (JPUS) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan Diversified Factor US Equity Index. It aims for long-term capital appreciation by investing in a diversified portfolio of U.S. equity securities, using a multi-factor approach to select stocks.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history of managing investment products.
Management Expertise
JPMorgan has a large and experienced team of investment professionals managing its ETFs.
Investment Objective
Goal
The primary investment goal of JPUS is to seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: JPUS aims to track the JP Morgan Diversified Factor US Equity Index, which uses a multi-factor model including value, momentum, and quality factors to select stocks.
Composition The ETF primarily holds U.S. equity securities across various sectors.
Market Position
Market Share: Market share data for JPUS specifically is not widely or easily available. It would fall within the category of factor-based ETFs.
Total Net Assets (AUM): 68398178
Competitors
Key Competitors
- Invesco S&P 500 Equal Weight ETF (RSP)
- VictoryShares US 500 Enhanced Volatility Wtd ETF (CFA)
- Principal U.S. Large-Cap Multi-Factor Index ETF (USML)
Competitive Landscape
The factor-based ETF market is competitive, with many ETFs offering similar investment strategies. JPUS competes on its multi-factor model, expense ratio, and the reputation of JPMorgan. Advantages include JP Morgan's research capabilities, while disadvantages include potentially higher costs than plain vanilla index funds and the risk of the multi-factor model underperforming.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial websites.
Benchmark Comparison: Benchmark comparison data should be sourced from financial websites by comparing JPUS to the JP Morgan Diversified Factor US Equity Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume indicates that it is moderately liquid and can be traded relatively easily during market hours.
Bid-Ask Spread
The bid-ask spread is generally small, indicating relatively efficient trading, but may widen during off-peak hours.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions significantly impact JPUS, influencing its stock selections and performance.
Growth Trajectory
Growth trends depend on the effectiveness of the multi-factor model in capturing market opportunities and on any changes to the index methodology or holdings over time.
Moat and Competitive Advantages
Competitive Edge
JPUS benefits from JPMorgan's brand recognition and extensive research capabilities. Its multi-factor model aims to provide enhanced returns compared to broad market indices. The diversification across factors helps to mitigate risk. Its focus on U.S. equities can be advantageous during periods of strong domestic market performance. Lastly, access to JP Morgan's expertise provides a competitive edge.
Risk Analysis
Volatility
Volatility can be assessed using historical price data and comparing it to other U.S. equity ETFs.
Market Risk
JPUS is subject to market risk, as the value of its holdings can fluctuate based on overall market conditions and economic factors. Specific risks are associated with the potential underperformance of the multi-factor model.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through a diversified portfolio of U.S. equities, with a preference for a multi-factor investment approach.
Market Risk
JPUS is suitable for long-term investors who understand and accept the risks associated with factor-based investing.
Summary
JPMorgan Diversified Return U.S. Equity ETF (JPUS) offers a multi-factor approach to investing in U.S. equities, aiming for long-term capital appreciation. It leverages JPMorgan's expertise and seeks to outperform the broad market through its index-tracking strategy. Investors should be aware of market risks and the potential for the multi-factor model to underperform. JPUS is suitable for long-term investors comfortable with factor-based strategies and the associated costs.
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IWF
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IWF
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SPGP
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SPGP
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VTV
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VTV
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Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Website
- ETF.com
- Morningstar
- FactSet
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data may vary and is based on available information. Past performance is not indicative of future results. Consult with a 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 JPMorgan Diversified Return U.S. Equity 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 U.S. equity securities selected to represent a diversified set of factor characteristics. The fund's securities are large- and mid-cap equity securities of U.S. companies, including common stock, preferred stock and real estate investment trusts.
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