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Upturn AI SWOT - About
JPMorgan Market Expansion Enhanced Equity ETF (JMEE)
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Upturn Advisory Summary
08/14/2025: JMEE (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 11.08% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 48.18 - 66.26 | Updated Date 06/29/2025 |
52 Weeks Range 48.18 - 66.26 | Updated Date 06/29/2025 |
Upturn AI SWOT
JPMorgan Market Expansion Enhanced Equity ETF
ETF Overview
Overview
The JPMorgan Market Expansion Enhanced Equity ETF (JPMX) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Morningstar US Market Index, while overweighting stocks with attractive value, momentum, and quality characteristics.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
JPMorgan has a large and experienced team of investment professionals managing a wide range of investment products, including ETFs.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the Morningstar US Market Index, while overweighting stocks with attractive value, momentum, and quality characteristics.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative investment strategy that seeks to identify and overweight stocks with attractive value, momentum, and quality characteristics within the Morningstar US Market Index.
Composition The ETF primarily holds U.S. equity securities.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 133783795
Competitors
Key Competitors
- IVV
- VTI
- SCHX
Competitive Landscape
The market for U.S. equity ETFs is highly competitive. JPMX competes with larger, more established ETFs like IVV and VTI, which benefit from greater liquidity and brand recognition. JPMX's quantitative strategy offers a potential for enhanced returns, but may not always outperform the broader market.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison should be done against the Morningstar US Market Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF's average trading volume should be monitored to assess the ease of buying and selling shares. This should be found on financial data sites.
Bid-Ask Spread
The bid-ask spread should be monitored to assess the cost of trading the ETF. This information can be found on financial data sites.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can all impact the performance of the ETF's underlying holdings.
Growth Trajectory
The ETF's growth trajectory will depend on its ability to attract assets and deliver competitive returns relative to its benchmark.
Moat and Competitive Advantages
Competitive Edge
JPMX's quantitative strategy aims to enhance returns by systematically overweighting stocks with attractive characteristics. Its low expense ratio is a competitive advantage over some actively managed funds. However, it may not outperform purely passive ETFs. The ETF is offered by JPMorgan, a reputable financial institution, lending it credibility. The fund's focus on value, momentum, and quality could appeal to investors seeking a more sophisticated approach to market exposure.
Risk Analysis
Volatility
Historical volatility should be analyzed using standard deviation or beta to assess the ETF's price fluctuations.
Market Risk
The ETF is subject to market risk, meaning its value can decline due to factors affecting the overall stock market.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking broad U.S. equity exposure with the potential for enhanced returns through a quantitative investment strategy.
Market Risk
This ETF is suitable for long-term investors looking for equity market exposure, rather than active traders. It may also be suitable for passive index followers that are looking to get slightly different results based on fund management.
Summary
JPMX is a U.S. equity ETF that seeks to outperform the Morningstar US Market Index through a quantitative strategy. It overweights stocks with attractive value, momentum, and quality characteristics. It offers a low expense ratio and is managed by JPMorgan. The ETF is suitable for long-term investors seeking broad market exposure with a potential for enhanced returns. Performance is dependent on the effectiveness of the quantitative strategy and market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may be limited. Consult with a qualified financial advisor before making any investment decisions.
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 Market Expansion Enhanced Equity 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 hold at least 80% of its assets in stocks in the index. The index is an index which includes stocks of small- and mid-capitalization companies. The fund may use futures contracts to gain or reduce exposure to its index, maintain liquidity and minimize transaction costs.
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.