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



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Upturn Advisory Summary
08/14/2025: JDIV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 8.33% | Avg. Invested days 49 | 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 41.73 - 51.55 | Updated Date 06/28/2025 |
52 Weeks Range 41.73 - 51.55 | Updated Date 06/28/2025 |
Upturn AI SWOT
J.P. Morgan Exchange-Traded Fund Trust
ETF Overview
Overview
J.P. Morgan Exchange-Traded Fund Trust offers a diverse range of ETFs targeting various sectors, asset classes, and investment strategies, aiming to provide investors with efficient exposure to specific market segments.
Reputation and Reliability
J.P. Morgan is a well-established and reputable financial institution with a long history of providing investment management services.
Management Expertise
The management team comprises experienced professionals with extensive knowledge in asset management and ETF development.
Investment Objective
Goal
The investment goals vary depending on the specific J.P. Morgan ETF, ranging from tracking market indexes to achieving specific investment outcomes like income generation or capital appreciation.
Investment Approach and Strategy
Strategy: J.P. Morgan ETFs employ various strategies, including passive index tracking, active management, and smart beta approaches, depending on the fund's objective.
Composition The ETF holdings consist of stocks, bonds, commodities, or a combination thereof, depending on the specific investment mandate of each fund.
Market Position
Market Share: Market share varies greatly depending on the specific J.P. Morgan ETF and its targeted sector. Specific values require fund-level data.
Total Net Assets (AUM): Total AUM varies significantly across different J.P. Morgan ETFs. Specific values require fund-level data.
Competitors
Key Competitors
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
- SPDR S&P 500 ETF Trust (SPY)
Competitive Landscape
The ETF industry is highly competitive, with many providers offering similar products. J.P. Morgan's ETFs benefit from the firm's strong brand and distribution network, but face competition from established players with lower expense ratios and higher AUM. J.P. Morgan often differentiates through active management or specialized thematic strategies. Smaller J.P. Morgan ETFs may have wider bid-ask spreads than those from larger competitors.
Financial Performance
Historical Performance: Historical performance data varies greatly among the different J.P. Morgan ETFs. Requires fund-specific information.
Benchmark Comparison: Benchmark comparison depends on the specific ETF and its underlying index. Requires fund-specific data.
Expense Ratio: Expense ratios vary depending on the specific J.P. Morgan ETF. Requires fund-specific data.
Liquidity
Average Trading Volume
Average trading volume varies widely depending on the specific J.P. Morgan ETF, with more popular funds exhibiting higher liquidity and trading activity.
Bid-Ask Spread
The bid-ask spread depends on the ETF's trading volume and liquidity, with more actively traded ETFs generally having tighter spreads.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment influence the performance of J.P. Morgan ETFs, depending on their specific investment focus.
Growth Trajectory
Growth trends vary for each J.P. Morgan ETF. Some have experienced steady growth, while others may be more volatile due to their niche focus or investment strategy.
Moat and Competitive Advantages
Competitive Edge
J.P. Morgan Exchange-Traded Fund Trust leverages its brand name, distribution network, and investment expertise to offer a diverse range of ETFs. Its actively managed ETFs can potentially outperform passive benchmarks. The firm's global research capabilities and access to proprietary data may provide a competitive edge in identifying investment opportunities. J.P. Morgan's focus on innovation and thematic investing can attract investors seeking unique exposure to specific market trends.
Risk Analysis
Volatility
Volatility varies among the different J.P. Morgan ETFs, depending on the underlying assets and investment strategy. Requires fund-specific data.
Market Risk
Market risk depends on the specific ETF's underlying assets and the sectors or asset classes in which it invests. For example, equity ETFs are subject to equity market risk, while bond ETFs are exposed to interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies for each J.P. Morgan ETF, ranging from those seeking broad market exposure to those with specific sector or thematic interests. Investors seeking actively managed strategies may also find J.P. Morgan ETFs appealing.
Market Risk
Suitability depends on the specific J.P. Morgan ETF and the investor's risk tolerance, investment objectives, and time horizon. Some ETFs may be suitable for long-term investors, while others are better suited for active traders.
Summary
J.P. Morgan Exchange-Traded Fund Trust offers a diverse suite of ETFs catering to various investment objectives and risk profiles. As a product of a highly reputable and resourceful financial institution, these ETFs provide investors with the possibility of achieving specialized exposure in unique markets. Due to high competition and varied investment strategies, J.P. Morgan ETFs face challenges in gaining significant market share against already established passive ETFs. Investors should carefully consider each fund's specific objectives, risks, and fees before investing, analyzing the underlying asset allocation, market dynamics, and growth trajectories.
Peer Comparison
Sources and Disclaimers
Data Sources:
- J.P. Morgan Asset Management Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is 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. Market data is subject to change.
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 |
Under normal circumstances, the fund will invest at least 80% of its assets in dividend-paying equity securities and equity-related instruments of companies that the adviser believes are leaders in terms of their ability to, over time, (i) grow their dividends, and/or (ii) maintain high dividend payouts, in each case relative to the companies included in the fund"s benchmark, the MSCI ACWI Index.

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.