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Upturn AI SWOT - About
JPMorgan Equity Focus ETF (JPEF)
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Upturn Advisory Summary
08/14/2025: JPEF (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 33.46% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 55.46 - 70.16 | Updated Date 06/30/2025 |
52 Weeks Range 55.46 - 70.16 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan Equity Focus ETF
ETF Overview
Overview
The JPMorgan Equity Focus ETF (JEPI) is an actively managed ETF that aims to provide current income while maintaining prospects for capital appreciation. It invests primarily in U.S. large-cap stocks and uses an options overlay strategy to generate income.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history of managing investment products.
Management Expertise
JPMorgan's asset management division has extensive experience and expertise in actively managing equity portfolios and implementing options strategies.
Investment Objective
Goal
The primary investment goal of JEPI is to provide current income while maintaining prospects for capital appreciation.
Investment Approach and Strategy
Strategy: JEPI is actively managed and does not track a specific index. It uses a covered call strategy in addition to stock selection.
Composition The ETF holds a portfolio of U.S. large-cap stocks and uses equity-linked notes (ELNs) to generate income from option premiums.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 33780000000
Competitors
Key Competitors
- XYLD
- QYLD
- DIVO
- SPYI
Competitive Landscape
The competitive landscape is diverse, with various ETFs offering income-generating strategies. JEPI's active management and covered call approach differentiate it, potentially offering superior risk-adjusted returns compared to passively managed options-based ETFs. Its disadvantage lies in its active management fees and potential underperformance relative to benchmarks during strong bull markets.
Financial Performance
Historical Performance: Historical performance data unavailable in this context.
Benchmark Comparison: Benchmark comparison data unavailable in this context.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume of JEPI is relatively high, indicating good liquidity.
Bid-Ask Spread
JEPI typically has a narrow bid-ask spread, reflecting efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
JEPI's performance is influenced by overall market conditions, interest rates, and volatility in the options market. Higher volatility can lead to increased option premiums and higher income generation.
Growth Trajectory
JEPI has experienced significant growth in assets under management, reflecting investor demand for income-generating investment strategies. The fund's strategy has remained consistent since its inception, focusing on active stock selection and covered call writing.
Moat and Competitive Advantages
Competitive Edge
JEPI's competitive edge lies in its active management approach and the expertise of JPMorgan's investment team. The combination of stock selection and options strategy allows the fund to potentially generate higher risk-adjusted returns than passive strategies. The fundu2019s large AUM further enhances its liquidity and operational efficiency. The established reputation of the issuer also contributes to its competitive advantage.
Risk Analysis
Volatility
JEPI's volatility is generally lower than the broader market due to its covered call strategy, which provides downside protection but also limits upside potential.
Market Risk
The market risk associated with JEPI stems from its investments in equities, which are subject to market fluctuations and economic downturns. The fund's covered call strategy can mitigate some of this risk, but it is not eliminated entirely.
Investor Profile
Ideal Investor Profile
The ideal investor profile for JEPI is a retiree or income-seeking investor who wants current income and some capital appreciation potential.
Market Risk
JEPI is suitable for long-term investors seeking income and willing to accept moderate risk. It may not be suitable for active traders seeking high growth or passive index followers.
Summary
JEPI is an actively managed ETF designed to provide current income and capital appreciation. It invests in U.S. large-cap stocks and employs a covered call strategy to generate income. JEPI is managed by JPMorgan, a reputable financial institution, and has experienced significant growth in assets under management. It is suitable for income-seeking investors with a moderate risk tolerance, but it may underperform during bull market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Seeking Alpha
Disclaimers:
This data is for informational purposes only and should not be considered investment advice. Market share data was unavailable at time of compilation and is populated with placeholders of zero. Investment decisions should be based on individual circumstances 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 Equity Focus ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.
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