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JBND
Upturn stock rating

J.P. Morgan Exchange-Traded Fund Trust (JBND)

Upturn stock rating
$54.64
Last Close (24-hour delay)
Profit since last BUY4.67%
upturn advisory
Consider higher Upturn Star rating
BUY since 91 days
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Upturn Advisory Summary

10/24/2025: JBND (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 4.99%
Avg. Invested days 47
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 49.78 - 53.81
Updated Date 06/30/2025
52 Weeks Range 49.78 - 53.81
Updated Date 06/30/2025

ai summary icon Upturn AI SWOT

J.P. Morgan Exchange-Traded Fund Trust

stock logo

ETF Overview

overview logo Overview

J.P. Morgan Exchange-Traded Fund Trust is a suite of ETFs offering diverse investment strategies across various asset classes, sectors, and geographies, catering to different investment objectives and risk profiles. Their investment strategies can range from passive index tracking to active management.

reliability logo Reputation and Reliability

J.P. Morgan is a globally recognized and reputable financial institution with a long history in asset management, providing a strong foundation of trust and stability for its ETF offerings.

reliability logo Management Expertise

J.P. Morgan's asset management division boasts a team of experienced portfolio managers, analysts, and investment professionals with expertise in various asset classes and investment strategies.

Investment Objective

overview logo Goal

The primary investment goal varies across the different ETFs within the J.P. Morgan Exchange-Traded Fund Trust, ranging from capital appreciation and income generation to hedging and diversification.

Investment Approach and Strategy

Strategy: The ETFs utilize both passive and active management strategies, with some tracking specific indices while others employ fundamental or quantitative analysis to select securities.

Composition The assets held vary widely depending on the specific ETF, including stocks, bonds, commodities, currencies, and derivatives, allowing investors to build diversified portfolios.

Market Position

Market Share: Varies significantly depending on the specific ETF within the trust.

Total Net Assets (AUM): Varies significantly depending on the specific ETF within the trust.

Competitors

overview logo Key Competitors

  • SPDR S&P 500 ETF Trust (SPY)
  • iShares Core U.S. Aggregate Bond ETF (AGG)
  • Vanguard Total Stock Market ETF (VTI)

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar products. J.P. Morgan leverages its brand recognition, research capabilities, and distribution network to compete effectively. However, some competitors may have lower expense ratios or stronger track records in specific areas.

Financial Performance

Historical Performance: Varies significantly depending on the specific ETF within the trust. Performance data must be obtained from individual ETF prospectuses or financial data providers.

Benchmark Comparison: Varies significantly depending on the specific ETF within the trust. Each ETF should be compared to its relevant benchmark index.

Expense Ratio: Varies significantly depending on the specific ETF within the trust. Expense ratio data must be obtained from individual ETF prospectuses or financial data providers.

Liquidity

Average Trading Volume

Liquidity varies across J.P. Morgan ETFs, with some experiencing high trading volumes while others are less actively traded.

Bid-Ask Spread

The bid-ask spread varies depending on the specific ETF and market conditions, influencing the cost of trading.

Market Dynamics

Market Environment Factors

Economic indicators, interest rates, sector performance, and geopolitical events can all influence the performance of J.P. Morgan ETFs depending on their underlying investments.

Growth Trajectory

The growth trajectory of J.P. Morgan ETFs depends on factors such as investor demand, market trends, and the performance of the underlying assets. The trust may adjust its strategies and holdings to adapt to changing market conditions.

Moat and Competitive Advantages

Competitive Edge

J.P. Morgan benefits from its strong brand reputation, extensive research capabilities, and global distribution network. The firm has created a diverse range of ETFs that caters to specific sectors. Additionally, the firms ability to attract top talent further strengthens its competitive position. This allows them to offer specialized investment strategies that differentiate them from competitors.

Risk Analysis

Volatility

Volatility depends on the specific ETF and its underlying assets. Equity ETFs tend to be more volatile than bond ETFs.

Market Risk

Market risk is the potential loss of investment value due to broad market declines. Specific risks associated with the underlying assets of each ETF should be evaluated.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF. Investors seeking diversified exposure to a particular asset class or sector, or those looking for active management strategies may find J.P. Morgan ETFs suitable.

Market Risk

Suitability depends on the investor's risk tolerance, investment goals, and time horizon. Some ETFs are suitable for long-term investors, while others may be appropriate for active traders.

Summary

J.P. Morgan Exchange-Traded Fund Trust offers a broad selection of ETFs catering to various investment objectives and risk profiles. Backed by the reputable J.P. Morgan brand, these ETFs provide access to diverse asset classes, sectors, and geographies. Investors should carefully consider the specific investment objective, strategy, and risk factors of each ETF before investing. Due diligence is crucial in the ETF space to align an ETF with their investment strategy and tolerance.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • J.P. Morgan Asset Management
  • ETF.com
  • Morningstar
  • Bloomberg

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.

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 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 outperform (based on the fund"s total return, gross of fees) the Bloomberg U.S. Aggregate Bond Index (the benchmark) over a market cycle, typically a 3-5 year time horizon. As a matter of non-fundamental policy, under normal circumstances, the fund will invest at least 80% of its assets in bonds.