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Upturn AI SWOT - About
J.P. Morgan Exchange-Traded Fund Trust (HELO)
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Upturn Advisory Summary
09/16/2025: HELO (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.
Analysis of Past Performance
Type ETF | Historic Profit 21.66% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 55.45 - 63.61 | Updated Date 06/30/2025 |
52 Weeks Range 55.45 - 63.61 | Updated Date 06/30/2025 |
Upturn AI SWOT
J.P. Morgan Exchange-Traded Fund Trust
ETF Overview
Overview
J.P. Morgan Exchange-Traded Fund Trust offers a range of ETFs focusing on various asset classes and investment strategies, including equity, fixed income, and alternative investments. Their focus is delivering investment solutions tailored to specific investor needs and market conditions. The funds are actively and passively managed.
Reputation and Reliability
J.P. Morgan is a reputable financial institution with a long history and strong track record in asset management.
Management Expertise
J.P. Morgan has a large team of experienced portfolio managers and analysts.
Investment Objective
Goal
The investment goal varies depending on the specific ETF within the J.P. Morgan Exchange-Traded Fund Trust, ranging from capital appreciation to income generation.
Investment Approach and Strategy
Strategy: Some ETFs track specific indexes while others use active management strategies.
Composition The assets held vary depending on the ETF, including stocks, bonds, commodities, and derivatives.
Market Position
Market Share: The market share varies significantly depending on the specific ETF within the J.P. Morgan Exchange-Traded Fund Trust and its respective segment.
Total Net Assets (AUM): The total AUM varies widely depending on the specific ETF within the trust.
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard Total Stock Market ETF (VTI)
Competitive Landscape
The ETF industry is highly competitive, with many large players offering similar products. J.P. Morgan ETFs benefit from the firm's brand recognition and distribution network. However, some of its ETFs may have higher expense ratios than passively managed index funds from competitors.
Financial Performance
Historical Performance: Historical performance varies greatly depending on the specific ETF within the trust.
Benchmark Comparison: Benchmark comparison depends on the individual fund's investment objective and benchmark index.
Expense Ratio: Expense ratios vary widely among the ETFs in the J.P. Morgan Exchange-Traded Fund Trust, with the average around 0.30%.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF; some J.P. Morgan ETFs are highly liquid, while others have lower trading volumes.
Bid-Ask Spread
Bid-ask spreads vary based on the ETF's liquidity; actively managed funds generally have wider spreads.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events all influence the performance of the J.P. Morgan Exchange-Traded Fund Trust's ETFs.
Growth Trajectory
Growth trends depend on investor demand for specific asset classes and investment strategies; J.P. Morgan continues to innovate with new ETF offerings.
Moat and Competitive Advantages
Competitive Edge
J.P. Morgan Exchange-Traded Fund Trust's advantages include its strong brand, extensive distribution network, and access to J.P. Morgan's research and expertise. The firm's active management capabilities can also provide an edge in certain market environments. J.P. Morgan also offers unique ETFs focusing on specific investment strategies. Its ETFs benefits from the firm's economies of scale and access to a vast network.
Risk Analysis
Volatility
Volatility varies depending on the underlying assets held by the specific ETF within the trust.
Market Risk
Market risk depends on the specific asset class and sector exposure of the J.P. Morgan Exchange-Traded Fund Trust's ETF.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies greatly depending on the specific ETF, ranging from conservative investors seeking income to aggressive investors seeking capital appreciation.
Market Risk
Suitability depends on the investor's risk tolerance, investment objectives, and time horizon; J.P. Morgan offers ETFs suitable for both long-term investors and active traders.
Summary
J.P. Morgan Exchange-Traded Fund Trust offers a diverse range of ETFs, catering to a wide spectrum of investment objectives and risk profiles. Backed by the strong reputation of J.P. Morgan, these ETFs provide access to various asset classes and investment strategies. The funds can be actively or passively managed and can be used for long-term investment or active trading. Investors should carefully consider the specific investment objective, expense ratio, and risk profile of each ETF before investing. While the J.P. Morgan brand and distribution network are advantages, some funds have higher expense ratios than competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- J.P. Morgan Asset Management Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. 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 J.P. Morgan Exchange-Traded Fund Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index, which primarily consist of common stocks of large capitalization U.S. companies.
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.