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JDIV
Upturn stock ratingUpturn stock rating

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

Upturn stock ratingUpturn stock rating
$52.86
Last Close (24-hour delay)
Profit since last BUY9.76%
upturn advisory
Consider higher Upturn Star rating
BUY since 67 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
(see disclosures)
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Upturn Advisory Summary

08/14/2025: JDIV (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 8.33%
Avg. Invested days 49
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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J.P. Morgan Exchange-Traded Fund Trust

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

J.P. Morgan is a well-established and reputable financial institution with a long history of providing investment management services.

reliability logo Management Expertise

The management team comprises experienced professionals with extensive knowledge in asset management and ETF development.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn 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

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.