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Upturn AI SWOT - About
JPMorgan Corporate Bond Research Enhanced (JIGB)
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Upturn Advisory Summary
10/23/2025: 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 11.55% | Avg. Invested days 47 | 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 10/23/2025 |
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 (JIG) is an actively managed ETF that invests primarily in U.S. dollar-denominated investment-grade corporate bonds. It aims to outperform the Bloomberg U.S. Corporate Bond Index by using proprietary research and security selection.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with extensive experience in asset management.
Management Expertise
JPMorgan has a dedicated team of fixed-income professionals with expertise in credit analysis and portfolio management.
Investment Objective
Goal
To outperform the Bloomberg U.S. Corporate Bond Index by investing in a diversified portfolio of investment-grade corporate bonds.
Investment Approach and Strategy
Strategy: Actively managed, research-enhanced strategy focused on security selection and sector allocation.
Composition Primarily invests in U.S. dollar-denominated investment-grade corporate bonds.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 512300000
Competitors
Key Competitors
- LQD
- VCSH
- AGG
Competitive Landscape
The investment-grade corporate bond ETF market is competitive, with large, passively managed ETFs dominating. JIG differentiates itself through active management and research-driven security selection, potentially offering higher returns but also exposing investors to manager risk. Competitors like LQD and AGG track broad market indices with low expense ratios, while JIG's active management comes with a higher cost.
Financial Performance
Historical Performance: Historical performance data is available from the ETF provider's website and financial data providers. Performance varies based on interest rates and market conditions.
Benchmark Comparison: Performance should be compared to the Bloomberg U.S. Corporate Bond Index.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
Average trading volume is moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good trading efficiency.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and corporate earnings influence JIG's performance.
Growth Trajectory
Growth depends on demand for active fixed-income strategies and the ability of the portfolio managers to generate alpha.
Moat and Competitive Advantages
Competitive Edge
JIG's competitive advantage lies in its active management approach, utilizing JPMorgan's research capabilities to identify undervalued corporate bonds. This strategy aims to generate higher returns than passively managed index funds. The active approach also allows for flexibility in navigating changing market conditions. JPMorgan's brand recognition and established expertise in fixed-income investing further contribute to its competitive edge.
Risk Analysis
Volatility
Volatility is moderate, similar to other investment-grade corporate bond ETFs.
Market Risk
The ETF is subject to interest rate risk, credit risk, and market risk associated with corporate bonds.
Investor Profile
Ideal Investor Profile
Investors seeking income and potential capital appreciation through exposure to investment-grade corporate bonds, with a willingness to accept active management risk.
Market Risk
Suitable for long-term investors seeking diversification within a fixed-income portfolio.
Summary
The JPMorgan Corporate Bond Research Enhanced ETF (JIG) offers an actively managed approach to investment-grade corporate bond investing, aiming to outperform the benchmark index. It leverages JPMorgan's research capabilities to identify undervalued securities. While active management provides the opportunity for higher returns, it also introduces manager risk and higher fees. JIG is suitable for long-term investors looking for diversification within their fixed-income portfolio and willing to accept some active management risk. Its performance is influenced by factors such as economic growth and interest rate movements.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Website
- ETF.com
- Bloomberg
Disclaimers:
Data is based on available information and may not be entirely up-to-date. Investment decisions should be made based on individual circumstances and after consulting with a financial advisor. Market share data are estimates. 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.