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J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active China ETF (JCHI)



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Upturn Advisory Summary
07/31/2025: JCHI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 13.75% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 37.95 - 56.01 | Updated Date 06/30/2025 |
52 Weeks Range 37.95 - 56.01 | Updated Date 06/30/2025 |
Upturn AI SWOT
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active China ETF
ETF Overview
Overview
The JPMorgan Active China ETF (JPMX) is an actively managed ETF that seeks capital appreciation by investing primarily in securities of Chinese companies. The fund uses a fundamental, bottom-up investment approach to identify companies with strong growth potential and attractive valuations.
Reputation and Reliability
JPMorgan is a well-established and reputable global financial services firm with a long track record in asset management.
Management Expertise
JPMorgan has a dedicated team of experienced investment professionals focused on the Chinese market.
Investment Objective
Goal
To achieve capital appreciation through investments in securities of Chinese companies.
Investment Approach and Strategy
Strategy: Actively managed, bottom-up investment strategy focusing on fundamental analysis.
Composition Primarily invests in equities of Chinese companies across various sectors.
Market Position
Market Share: JPMX's market share is relatively smaller compared to broader China ETFs, reflecting its active management approach and specific investment mandate.
Total Net Assets (AUM): 56590000
Competitors
Key Competitors
- MCHI
- ASHR
- FXI
- KWEB
Competitive Landscape
The China ETF market is highly competitive, dominated by passively managed, broad-market ETFs like MCHI. JPMX differentiates itself through active management, which aims to outperform passive benchmarks. However, active management comes with higher fees and the risk of underperformance relative to the benchmark.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data sources. As of 2024-01-30, the 1-year total return is -7.43%.
Benchmark Comparison: The ETF's performance should be compared to relevant China equity benchmarks like the MSCI China Index. Data from financial data provider required for calculation.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The average trading volume for JPMX is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for JPMX is typically reasonable, though it may widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, regulatory changes, and geopolitical factors impacting the Chinese economy and stock market significantly influence JPMX's performance.
Growth Trajectory
The ETF's growth depends on its ability to attract investors seeking active management in the China equity space. Strategy updates are focused to changes in the underlying Chinese market and economy, reflecting current opportunities for long-term growth.
Moat and Competitive Advantages
Competitive Edge
JPMX's primary competitive advantage is its active management strategy, which allows the fund managers to select specific companies they believe will outperform the broader market. JPMorgan's extensive research capabilities and deep understanding of the Chinese market provide an edge. The active approach can potentially mitigate risks associated with passive index investing. The ability to adapt to changing market conditions and capitalize on emerging opportunities is a key differentiator. The fund benefits from the JPMorgan brand name and distribution network.
Risk Analysis
Volatility
China equities can be volatile, reflecting regulatory and geopolitical risks. Volatility of JPMX depends on the performance of the holdings within the fund.
Market Risk
JPMX is subject to market risk, including fluctuations in the Chinese stock market and currency exchange rates. Specific risks in Chinese securities are also prominent.
Investor Profile
Ideal Investor Profile
Investors who are seeking capital appreciation in Chinese equities and are comfortable with active management and potentially higher fees.
Market Risk
Suitable for long-term investors who are willing to accept the risks associated with emerging markets and active management.
Summary
The JPMorgan Active China ETF (JPMX) offers investors exposure to Chinese equities through an actively managed strategy. The fund aims to outperform passive benchmarks by selecting companies with strong growth potential. While the active approach can provide advantages, it also carries the risk of underperformance and higher fees. JPMX is suitable for long-term investors who are comfortable with the risks associated with emerging markets and are seeking potential outperformance through active management. The competitive landscape is very tough, which may limit JPMX growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should consult with a qualified financial advisor before making any investment decisions. Market share data may be approximate and based on publicly available information.
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 - JPMorgan Active China ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal circumstances, the fund will invest at least 80% of the value of its assets in equity securities and equity-related instruments that are tied economically to China. The fund may invest in all types of issuers (including government-owned issuers) of equity securities and equity-related instruments that are tied economically to China, and in all types of publicly-issued shares of such issuers, including those listed on Chinese or U.S. exchanges. The fund is non-diversified.

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