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Upturn AI SWOT - About
JPMorgan Corporate Bond Research Enhanced (JIGB)
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Upturn Advisory Summary
08/13/2025: JIGB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 8.84% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.42 | 52 Weeks Range 42.54 - 45.53 | Updated Date 06/30/2025 |
52 Weeks Range 42.54 - 45.53 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan Corporate Bond Research Enhanced
ETF Overview
Overview
The JPMorgan Corporate Bond Research Enhanced ETF (JBBB) seeks to provide current income by investing primarily in investment-grade U.S. corporate bonds. It employs a research-driven approach to security selection and portfolio construction.
Reputation and Reliability
JPMorgan is a well-established financial institution with a strong reputation and a long track record in asset management.
Management Expertise
JPMorgan has a dedicated team of experienced fixed income professionals managing the ETF.
Investment Objective
Goal
To provide current income by investing primarily in U.S. dollar-denominated investment-grade corporate bonds.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses JPMorgan's research-enhanced approach.
Composition Primarily holds U.S. corporate bonds with an investment-grade credit rating.
Market Position
Market Share: The ETF holds a moderate market share within the investment-grade corporate bond ETF space.
Total Net Assets (AUM): 1279474496
Competitors
Key Competitors
- LQD
- VCIT
- IGIB
Competitive Landscape
The investment-grade corporate bond ETF market is highly competitive. JBBB's research-enhanced approach differentiates it. Advantages include active management potential; disadvantages include potentially higher expense ratios and performance variability compared to passive competitors.
Financial Performance
Historical Performance: Historical performance data should be examined to assess returns and volatility.
Benchmark Comparison: Compare the ETFu2019s performance to benchmark like iBoxx $ Investment Grade Corporate Bond Index to gauge effectiveness.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF exhibits a reasonable average trading volume for its category, generally indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, but will widen from time to time.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth influence the ETF's performance.
Growth Trajectory
Growth depends on interest rate environment, corporate credit market conditions, and investor demand for corporate bond exposure.
Moat and Competitive Advantages
Competitive Edge
JBBB's competitive advantage lies in its active, research-enhanced approach to corporate bond investing. JPMorgan's in-house research team provides proprietary insights into credit risk and relative value. This allows the ETF to potentially outperform passive indexes. The active management style permits more flexible sector allocation and duration management.
Risk Analysis
Volatility
Assess JBBBu2019s historical volatility (standard deviation, beta) versus its benchmark and peers.
Market Risk
The ETF is subject to interest rate risk, credit risk, and market risk. Credit spreads can widen during economic downturns.
Investor Profile
Ideal Investor Profile
Investors seeking current income from investment-grade corporate bonds. Investors who believe in active management to enhance returns.
Market Risk
Best for long-term investors seeking income, but it is not suitable for investors who prioritize minimizing expenses.
Summary
JPMorgan Corporate Bond Research Enhanced ETF is an actively managed fund focusing on investment-grade corporate bonds. Its objective is to generate current income by applying JPMorgan's research expertise. The active approach differentiates it from passive index-tracking competitors, which has the potential for outperformance but also increased risks. It caters to investors seeking income and believe in active fixed income strategies. The ETF faces risks tied to interest rates, credit spreads and overall market conditions, all of which affect the returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management, ETF.com, Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and risk tolerance. Past performance is not indicative of future results.
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 JPMorgan Corporate Bond Research Enhanced
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its Assets in securities included in the underlying index. The underlying index is market capitalization weighted and is designed to measure the performance of U.S. dollar denominated investment grade corporate debt publicly issued in the U.S. domestic market. The underlying index is a component of the Bloomberg US Credit and Bloomberg US Aggregate indices.
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.