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Upturn AI SWOT - About
JPMorgan U.S. Momentum Factor ETF (JMOM)
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Upturn Advisory Summary
10/10/2025: JMOM (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 42.6% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.03 | 52 Weeks Range 48.57 - 63.96 | Updated Date 06/30/2025 |
52 Weeks Range 48.57 - 63.96 | Updated Date 06/30/2025 |
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 JP Morgan Momentum Factor Index. It targets U.S. equities with high momentum characteristics using a rules-based approach, primarily focusing on large- and mid-cap stocks.
Reputation and Reliability
JPMorgan is a reputable and reliable issuer with a long track record in the asset management industry, known for its extensive resources and expertise.
Management Expertise
The management team for JMOM possesses significant experience in quantitative investing and factor-based strategies.
Investment Objective
Goal
The primary investment goal is to track the performance of the JP Morgan Momentum Factor Index, focusing on U.S. companies exhibiting high momentum.
Investment Approach and Strategy
Strategy: JMOM aims to track a specific index, the JP Morgan Momentum Factor Index, which selects stocks based on momentum criteria.
Composition The ETF primarily holds U.S. equities, focusing on large- and mid-cap stocks identified as having high momentum characteristics.
Market Position
Market Share: Data unavailable to accurately estimate JMOM's precise market share.
Total Net Assets (AUM): 1840000000
Competitors
Key Competitors
- iShares MSCI USA Momentum Factor ETF (MTUM)
- Invesco DWA Momentum ETF (PDP)
Competitive Landscape
The momentum ETF market is competitive, with MTUM holding a dominant share. JMOM offers a similar momentum-based strategy but from JPMorgan, potentially appealing to investors preferring their brand. PDP uses a different momentum methodology, potentially attracting investors seeking diversification in momentum factor implementation. JMOM's expense ratio is competitive.
Financial Performance
Historical Performance: Historical performance data is available on the JPMorgan Asset Management website and other financial data providers.
Benchmark Comparison: Performance should be compared against the JP Morgan Momentum Factor Index to gauge effectiveness.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average daily trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth, and overall market sentiment influence momentum-based ETFs. JMOM's performance depends on the prevalence and persistence of momentum in the U.S. equity market.
Growth Trajectory
Growth depends on the continued investor interest in factor-based investing and the specific performance of the momentum factor.
Moat and Competitive Advantages
Competitive Edge
JMOM's competitive advantage stems from JPMorgan's established brand and distribution network. The ETF's low expense ratio makes it a cost-effective option for investors seeking momentum exposure. JPMorgan's expertise in quantitative investing further strengthens its position. While the fund's approach is similar to other momentum ETFs, JPMorgan's reputation may attract a segment of investors.
Risk Analysis
Volatility
JMOM's volatility is expected to be similar to that of other momentum-focused ETFs, reflecting the inherent volatility of high-momentum stocks.
Market Risk
Specific risks include market risk associated with equity investments, factor risk related to the potential underperformance of the momentum factor, and concentration risk if the index becomes heavily weighted in a few sectors.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to the momentum factor in U.S. equities and is comfortable with the potential volatility associated with momentum strategies.
Market Risk
JMOM is suitable for long-term investors and active traders looking to implement a momentum-based strategy within their portfolios.
Summary
The JPMorgan U.S. Momentum Factor ETF seeks to track the JP Morgan Momentum Factor Index, offering exposure to U.S. equities with high momentum. Its low expense ratio and JPMorgan's brand recognition provide a competitive edge in a field dominated by MTUM. Investors should be aware of the inherent volatility associated with momentum-based strategies. JMOM presents a viable option for investors looking to diversify their portfolio by including the momentum factor and is suited for both long-term investment and active trading.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is an estimate based on available information and may not be precise. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
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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