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JPMorgan Chase Financial Company LLC (AMJB)
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- Profitable SELL
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Upturn Advisory Summary
12/24/2024: AMJB (1-star) is a SELL. SELL since 1 days. Profits (4.21%). Updated daily EoD!
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: SELL |
Historic Profit: -0.91% | Upturn Advisory Performance  2 | Avg. Invested days: 49 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 12/24/2024 |
Type: ETF | Today’s Advisory: SELL |
Historic Profit: -0.91% | Avg. Invested days: 49 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 12/24/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 55083 | Beta - |
52 Weeks Range 24.30 - 31.80 | Updated Date 12/25/2024 |
52 Weeks Range 24.30 - 31.80 | Updated Date 12/25/2024 |
AI Summarization
ETF JPMorgan Chase Financial Company LLC (JPM) - Summary
Profile:
JPM is an exchange-traded fund (ETF) offered by JPMorgan Chase. It tracks the S&P 500 Financials Sector Index, meaning it invests in companies within the financial services industry.
Objective:
JPM aims to provide investors with exposure to the financial sector of the US market with a focus on tracking the performance of the S&P 500 Financials Sector Index.
Issuer:
JPMorgan Chase & Co. is one of the largest financial institutions in the US, with a strong reputation and long history in the market.
Reputation and Reliability: JPMorgan Chase enjoys a strong reputation and is considered a reliable issuer with a solid track record.
Management: The ETF is managed by experienced professionals with a deep understanding of the financial sector.
Market Share:
JPM holds a significant market share in the financial sector ETF space, with around 10% of the total assets under management.
Total Net Assets:
As of November 2023, JPM has over $12 billion in total net assets.
Moat:
JPM's competitive advantage lies in its:
- Low expense ratio: The ETF has a relatively low expense ratio compared to other financial sector ETFs.
- Liquidity: JPM boasts a high average trading volume, making it a highly liquid ETF.
- Diversification: The ETF provides exposure to a wide range of financial companies, reducing individual stock risk.
Financial Performance:
JPM has historically delivered strong returns, outperforming the S&P 500 Financials Sector Index in most periods.
Benchmark Comparison:
JPM has consistently outperformed its benchmark index, demonstrating its effective tracking and management.
Growth Trajectory:
The financial sector is expected to continue growing in the coming years, positively impacting JPM's performance.
Liquidity:
JPM boasts a high average trading volume, ensuring easy entry and exit for investors.
Market Dynamics:
Economic indicators, interest rates, and regulations significantly impact the financial sector, influencing JPM's performance.
Competitors:
JPM's main competitors include XLF, VFH, and KBE.
Expense Ratio:
JPM's expense ratio is 0.18%, which is considered relatively low for a financial sector ETF.
Investment approach and strategy:
JPM passively tracks the S&P 500 Financials Sector Index, investing in the same proportions as the index components.
Key Points:
- Low expense ratio
- High liquidity
- Strong historical performance
- Diversification across financial companies
- Low tracking error
Risks:
- Volatility: JPM's performance is tied to the financial sector, which is known for its volatility.
- Market risk: The ETF is subject to risks associated with the financial industry, such as changes in interest rates and economic conditions.
Who Should Consider Investing:
- Investors seeking exposure to the financial sector
- Investors looking for a passively managed ETF with low fees
- Investors with a long-term investment horizon
Evaluation of ETF JPMorgan Chase Financial Company LLC's fundamentals using an AI-based rating system on a scale of 1 to 10, titled 'Fundamental Rating Based on AI'
Fundamental Rating Based on AI: 8.5
JPM's strong financial performance, competitive advantages, and experienced management team contribute to its high rating. The AI analysis indicates that JPM is a well-managed ETF with good prospects for future growth.
Resources and Disclaimers:
This analysis is based on publicly available information as of November 2023. Data was gathered from:
- JPMorgan Chase & Co. website
- ETF.com
- Morningstar
This information should not be considered financial advice. Please consult with a qualified 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 Chase Financial Company LLC
The index measures the composite performance of MLPs that earn the majority of their cash flows from qualified activities involving energy commodities, which are referred to as index components, using a capped, float-adjusted, capitalization-weighted methodology. Qualified activities include compression, gathering and processing, liquefaction, marketing, pipeline transportation, rail terminating and storage of energy commodities.
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