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Upturn AI SWOT - About
J.P. Morgan Exchange-Traded Fund Trust (HELO)

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Upturn Advisory Summary
11/13/2025: HELO (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 22.44% | Avg. Invested days 75 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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 is a suite of ETFs offering exposure to various asset classes and investment strategies, including equities, fixed income, and alternatives. The ETFs target specific sectors, factors, or investment objectives. The asset allocation varies depending on the specific ETF within the Trust. The investment strategy depends on the fund, ranging from passive index tracking to active management.
Reputation and Reliability
J.P. Morgan is a well-established financial institution with a strong reputation and a long track record in the investment management industry.
Management Expertise
J.P. Morgan's asset management division has extensive experience and expertise in managing various types of investment portfolios.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the J.P. Morgan Exchange-Traded Fund Trust. Goals range from generating income to achieving capital appreciation or tracking a particular index.
Investment Approach and Strategy
Strategy: The ETFs employ various strategies, including passive index tracking, active management, smart beta, and thematic investing.
Composition The composition of the ETFs depends on their investment strategy. Some ETFs hold stocks, while others hold bonds, commodities, or a combination of asset classes.
Market Position
Market Share: Varies widely based on specific fund. Refer to individual JPM ETF pages for market share.
Total Net Assets (AUM): Varies widely based on specific fund. Refer to individual JPM ETF pages for AUM.
Competitors
Key Competitors
- IVV
- SPY
- VOO
- AGG
- BND
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar investment products. J.P. Morgan ETFs benefit from the firm's established brand and distribution network. However, they face competition from lower-cost index funds offered by Vanguard and BlackRock. Active management may provide an edge, but it doesn't always guarantee superior returns.
Financial Performance
Historical Performance: Varies widely based on specific fund. Refer to individual JPM ETF pages for historical performance data.
Benchmark Comparison: Varies widely based on specific fund. Refer to individual JPM ETF pages for benchmark comparisons.
Expense Ratio: Varies widely based on specific fund. Refer to individual JPM ETF pages for Expense Ratio data.
Liquidity
Average Trading Volume
Liquidity varies depending on the specific ETF, with more popular ETFs exhibiting higher trading volumes.
Bid-Ask Spread
The bid-ask spread depends on the ETF's trading volume and market conditions, generally narrow spreads indicate good liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can all impact the performance of J.P. Morgan ETFs.
Growth Trajectory
Growth is tied to overall market trends, investor demand for specific asset classes, and J.P. Morgan's ability to innovate and launch successful new ETF products.
Moat and Competitive Advantages
Competitive Edge
J.P. Morgan's competitive advantages include its brand reputation, extensive distribution network, and experienced investment management team. Their actively managed ETFs and factor-based ETFs differentiate them in the market. J.P. Morganu2019s financial strength allows for investment in research and technology. Active ETFs offer the potential for outperformance but come with higher fees. These factors provide a competitive edge within a crowded ETF market.
Risk Analysis
Volatility
The volatility of J.P. Morgan ETFs depends on the underlying assets. Equity ETFs are generally more volatile than fixed-income ETFs.
Market Risk
The ETFs are subject to market risk, which is the risk that the value of the investments will decline due to changes in market conditions. Specific risks depend on the asset class such as interest rate risk with bonds or company risk with equity.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF. Some ETFs are suitable for long-term investors seeking capital appreciation, while others are more appropriate for income-seeking investors or those looking for specific factor exposures.
Market Risk
Suitability depends on the specific ETF. Some ETFs are suitable for long-term investors, while others may be more appropriate for active traders.
Summary
J.P. Morgan Exchange-Traded Fund Trust offers a diverse range of ETFs covering various asset classes and investment strategies. Backed by J.P. Morgan's strong reputation, the Trust provides investors with options for passive index tracking and active management. Performance and risk characteristics differ across individual ETFs, requiring investors to conduct thorough research. While facing stiff competition from established players, J.P. Morgan leverages its brand and expertise to attract investors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- J.P. Morgan Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. ETF performance is not guaranteed, and past performance is not indicative of future results. Investors should 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 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.
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