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Upturn AI SWOT - About
JPMorgan U.S. Momentum Factor ETF (JMOM)
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Upturn Advisory Summary
04/22/2025: JMOM (1-star) is currently NOT-A-BUY. Pass it for now.
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 6.43% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Volume (30-day avg) 132973 | Beta 1.04 | 52 Weeks Range 48.68 - 62.48 | Updated Date 04/22/2025 |
52 Weeks Range 48.68 - 62.48 | Updated Date 04/22/2025 |
Upturn AI SWOT
JPMorgan U.S. Momentum Factor ETF
ETF Overview
Overview
The JPMorgan U.S. Momentum Factor ETF (JMOM) seeks to provide investment results that closely correspond to the performance of the US Momentum Factor Index, which aims to capture stocks with high price momentum.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
JPMorgan has a team of experienced portfolio managers and analysts dedicated to managing factor-based ETFs.
Investment Objective
Goal
To track the performance of the US Momentum Factor Index by investing in U.S. equities with high momentum characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks the US Momentum Factor Index, which selects securities based on their momentum scores.
Composition The ETF holds a portfolio of U.S. equities selected based on their momentum characteristics. It is diversified across sectors but heavily weighted towards those with stronger momentum.
Market Position
Market Share: The market share of JMOM is variable and depends on the time of valuation. As of today JMOM has not secured substantial market share compared to competitors such as MTUM.
Total Net Assets (AUM): 1913000000
Competitors
Key Competitors
- iShares MSCI USA Momentum Factor ETF (MTUM)
- Invesco S&P 500 Momentum ETF (SPMO)
- Alpha Architect U.S. Quantitative Momentum ETF (QMOM)
Competitive Landscape
The momentum ETF market is moderately competitive. JMOM's advantage lies in JPMorgan's brand recognition and potentially lower expense ratios compared to some competitors. A disadvantage is its lower AUM compared to MTUM, which results in lower trading volume and potential liquidity concerns for larger investors.
Financial Performance
Historical Performance: Historical performance data for JMOM is available from its inception. The ETF's performance is influenced by market conditions and the effectiveness of its momentum factor strategy.
Benchmark Comparison: The ETF's performance should be compared to the US Momentum Factor Index to assess how closely it tracks the benchmark.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
JMOM's average trading volume reflects its liquidity, which is moderate for a factor-based ETF of its size.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable liquidity, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector performance influence JMOM's performance. Bull markets generally favor momentum strategies.
Growth Trajectory
JMOM's growth trajectory depends on the continued popularity of factor-based investing and its ability to attract assets from investors seeking momentum exposure.
Moat and Competitive Advantages
Competitive Edge
JMOM benefits from JPMorgan's well-established brand and resources, offering investors a low-cost way to access the momentum factor. Its competitive advantage is offering competitive fees. However, other ETFs in this space such as MTUM have gathered higher volumes and AUM.
Risk Analysis
Volatility
JMOM exhibits moderate volatility, consistent with equity market exposure and the inherent cyclicality of momentum strategies.
Market Risk
The ETF is exposed to market risk, sector concentration risk, and the risk that the momentum factor may underperform in certain market environments.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to the momentum factor as part of a diversified portfolio or who is looking to tilt their portfolio towards growth stocks.
Market Risk
JMOM is suitable for long-term investors and active traders who understand factor-based investing and are comfortable with moderate risk.
Summary
JPMorgan U.S. Momentum Factor ETF (JMOM) aims to capture the momentum factor in the U.S. equity market. Backed by JPMorgan, JMOM offers a low-cost approach to factor investing. The fund's performance is closely tied to the effectiveness of the momentum strategy, leading to cyclical performance. Investors should consider its moderate volatility and potential for sector concentration risks. JMOM is most suitable for long-term investors seeking factor diversification or active traders comfortable with fluctuating performance.
Similar Companies
SPMO
Invesco S&P 500® Momentum ETF
SPMO
Invesco S&P 500® Momentum ETF
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market share data is dynamic and may vary.
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 U.S. Momentum Factor ETF
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. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent positive momentum factor characteristics.
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