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MCDS

JPMorgan Fundamental Data Science Mid Core ETF (MCDS)

$52.78

Delayed price

PASS

BUY Advisory
SELL Advisory (Profit)
SELL Advisory (Loss)

Profit
Loss
Pass (Skip investing)

Time period over

ALL
YEAR
MONTH
WEEK

Upturn Advisory Summary

04/01/2025: MCDS (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

Not Recommended Performance

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

Analysis of Past Performance

Type ETF

Historic Profit -7.47%

Avg. Invested days 16

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

1.0

ETF Returns Performance

1.0

Profits based on simulation

Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 1106	Beta -	52 Weeks Range 50.50 - 59.77	Updated Date 04/1/2025
52 Weeks Range 50.50 - 59.77	Updated Date 04/1/2025

Upturn AI SWOT

JPMorgan Fundamental Data Science Mid Core ETF

ETF Overview

Overview

The JPMorgan Fundamental Data Science Mid Core ETF (JPME) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan Fundamental Data Science U.S. Mid Core Equity Index. The fund uses a data science-driven approach to select and weight securities.

Reputation and Reliability

JPMorgan is a well-established and reputable financial institution with a long history in asset management.

Management Expertise

JPMorgan has a team of experienced portfolio managers and data scientists overseeing the ETF.

Investment Objective

Goal

To provide investment results that closely correspond to the performance of the JP Morgan Fundamental Data Science U.S. Mid Core Equity Index.

Investment Approach and Strategy

Strategy: The ETF aims to track the JP Morgan Fundamental Data Science U.S. Mid Core Equity Index, which uses data science to select and weight securities based on fundamental factors.

Composition The ETF primarily holds mid-cap and core U.S. equities selected based on a data science-driven fundamental analysis.

Market Position

Market Share: Insufficient public data available to accurately determine JPME's specific market share.

Total Net Assets (AUM): 47850000

Competitors

Key Competitors

Competitive Landscape

The mid-cap ETF market is competitive. JPME differentiates itself through its data science-driven approach, which may appeal to investors seeking a unique investment strategy. Competing funds such as IWR, IJH and VO are index tracking with no quantamental factors.

Financial Performance

Historical Performance: Historical performance data unavailable due to the fund's relatively recent inception. (Source: JP Morgan Asset Management)

Benchmark Comparison: Benchmark comparisons are not possible without sufficient historical performance data.

Expense Ratio: 0.29

Liquidity

Average Trading Volume

The average trading volume is approximately 6,100 shares which indicates a moderate liquidity.

Bid-Ask Spread

The bid-ask spread is approximately 0.10%, indicating a relatively low cost for trading.

Market Dynamics

Market Environment Factors

Economic indicators, interest rates, and overall market sentiment can affect the performance of JPME's underlying mid-cap equities.

Growth Trajectory

The growth trajectory will depend on the success of the data science model in identifying and selecting promising mid-cap companies.

Moat and Competitive Advantages

Competitive Edge

JPME's primary competitive advantage is its unique, data science-driven approach to selecting and weighting securities. This approach aims to identify undervalued companies with strong fundamental characteristics. The data science model incorporates a wide range of factors beyond traditional fundamental analysis. This differentiating factor may lead to higher returns compared to passively managed funds. However, the strategy carries inherent risks if the model doesn't perform as expected.

Risk Analysis

Volatility

Volatility data unavailable due to the fund's recent inception.

Market Risk

The fund is subject to market risk, particularly risks associated with mid-cap equities, such as liquidity and price volatility.

Investor Profile

Ideal Investor Profile

The ideal investor is one seeking mid-cap exposure with a preference for a data science-driven investment approach. They should be comfortable with moderate risk and have a long-term investment horizon.

Market Risk

This ETF may be suitable for long-term investors seeking diversified exposure to mid-cap stocks and are willing to bet on the JP Morgan's data science platform.

Summary

The JPMorgan Fundamental Data Science Mid Core ETF (JPME) offers exposure to mid-cap US equities through a data science-driven approach. It aims to outperform traditional benchmarks by leveraging sophisticated algorithms to identify and weight securities based on fundamental factors. The fund's competitive advantage lies in its innovative investment methodology managed by a reputable firm like JP Morgan. Investors should consider JPME's unique approach, expense ratio, and risk profile before investing. Due to relatively new establishment, the funds' performance is still yet to be seen.

Similar Companies

IJH

iShares Core S&P Mid-Cap ETF

$58.66

ETF

ETF

PASS

Sources and Disclaimers

Data Sources:

JPMorgan Asset Management Website
ETF.com
Morningstar

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data can fluctuate.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About JPMorgan Fundamental Data Science Mid Core ETF

Exchange NASDAQ	Headquaters -
IPO Launch date -	CEO -
Sector -	Industry -	Full time employees -	Website
Full time employees -	Website

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and consumer discretionary sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.

https://www.upturn.io

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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.