Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
JPMorgan U.S. Momentum Factor ETF (JMOM)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: 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 39.73% | Avg. Invested days 70 | 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 08/14/2025 |
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 U.S. Momentum Factor Index. It focuses on companies with high momentum characteristics from the U.S. equity market using a rules-based approach to select and weight securities. The ETF generally invests in a diversified portfolio of U.S. stocks exhibiting price momentum.
Reputation and Reliability
JPMorgan is a reputable and well-established financial institution with a long track record in asset management.
Management Expertise
JPMorgan's management team has extensive experience and expertise in factor-based investing and ETF management.
Investment Objective
Goal
The ETF aims to provide investment results that closely correspond to the performance of the U.S. Momentum Factor Index.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, the U.S. Momentum Factor Index.
Composition The ETF primarily holds U.S. stocks selected based on momentum characteristics.
Market Position
Market Share: JMOM's market share varies based on the specific momentum ETF segment; precise figures are difficult to pinpoint without access to real-time market data from financial data providers.
Total Net Assets (AUM): 1773000000
Competitors
Key Competitors
- MTUM
- QUAL
- IVV
Competitive Landscape
The competitive landscape is characterized by numerous ETFs offering exposure to various factors and investment strategies. JMOM differentiates itself through its specific index tracking and rules-based approach. Competitors such as MTUM have higher AUM and established track records, while JMOM offers JPMorgan's expertise and potentially different factor weighting.
Financial Performance
Historical Performance: Historical performance data needs to be pulled from financial data providers. (e.g., 1-year, 3-year, 5-year returns)
Benchmark Comparison: Performance comparison to the U.S. Momentum Factor Index is essential to gauge effectiveness and should be retrieved from financial data providers.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
JMOM exhibits moderate liquidity, indicated by its average daily trading volume.
Bid-Ask Spread
The bid-ask spread for JMOM is generally tight, reflecting its reasonable liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment influence the performance of momentum stocks held by JMOM.
Growth Trajectory
JMOM's growth trajectory depends on the continued investor interest in momentum factor investing, as well as on changes in its underlying index and holdings.
Moat and Competitive Advantages
Competitive Edge
JMOM benefits from JPMorgan's brand recognition and asset management expertise. Its rules-based approach to momentum factor investing can appeal to investors seeking a systematic strategy. The fund's expense ratio is relatively competitive. This ETF offers diversification within the momentum factor, mitigating single-stock risk, making it an appealing option for investors looking to incorporate momentum into their portfolios.
Risk Analysis
Volatility
JMOM's volatility reflects the inherent risk of momentum investing, which can experience periods of heightened price swings.
Market Risk
The ETF is susceptible to market risk due to its holdings in U.S. equities and the specific risks associated with the momentum factor, such as reversals and overvaluation.
Investor Profile
Ideal Investor Profile
The ideal investor is comfortable with the potential volatility of momentum investing and seeks to enhance portfolio returns through factor exposure.
Market Risk
JMOM is suitable for long-term investors with a higher risk tolerance, who are seeking to add momentum as a strategic portfolio component. It is not suitable for risk-averse investors who prefer stable, low-volatility investments.
Summary
The JPMorgan U.S. Momentum Factor ETF (JMOM) offers exposure to U.S. stocks exhibiting strong momentum characteristics. It aims to track the U.S. Momentum Factor Index using a rules-based approach, and benefits from JPMorgan's brand and management expertise. The ETF's performance is influenced by economic conditions, market sentiment, and the specific dynamics of momentum stocks. Investors should consider JMOM's risk profile and suitability for their investment objectives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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.
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.