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 Equity Focus ETF (JPEF)
- 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
10/10/2025: 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 33.75% | Avg. Invested days 74 | 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 10/10/2025 |
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 (JMEF) is an actively managed fund that seeks long-term capital appreciation by investing primarily in a concentrated portfolio of U.S. equity securities. It aims to identify companies with strong fundamentals, attractive valuations, and positive catalysts. The fund employs a bottom-up stock selection process, focusing on individual company analysis rather than broad market trends.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long track record in asset management.
Management Expertise
JPMorgan's asset management team comprises experienced professionals with expertise in equity research and portfolio management.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. It uses active management with a focus on fundamental research and bottom-up stock selection.
Composition Primarily U.S. equities, with a concentrated portfolio of approximately 40-60 stocks. The fund's holdings typically skew towards large-cap growth companies.
Market Position
Market Share: JMEF's market share within its specific actively managed large-cap equity ETF sub-segment is relatively small compared to broad market ETFs.
Total Net Assets (AUM): 3424000000
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Invesco QQQ Trust (QQQ)
- SPDR S&P 500 ETF Trust (SPY)
Competitive Landscape
The ETF market is highly competitive. JMEF competes with both passive index funds and other actively managed funds. A potential disadvantage of JMEF is that it has a higher expense ratio than the passively managed ETF and this could erode some returns. JMEF's advantage lies in its active management approach, potentially generating alpha through stock selection.
Financial Performance
Historical Performance: Data unavailable in the required numerical array format.
Benchmark Comparison: Data unavailable in the required numerical array format.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The ETF's average daily trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
JMEF's performance is influenced by overall market conditions, sector trends (particularly technology and consumer discretionary), and interest rate movements.
Growth Trajectory
JMEF's growth trajectory is dependent on its ability to generate alpha through active management and attract investor capital. Strategy adjustments may occur based on market conditions.
Moat and Competitive Advantages
Competitive Edge
JMEF's competitive edge comes from JPMorgan's research capabilities and experienced portfolio management team. The concentrated portfolio allows for higher conviction bets on individual companies. It focuses on quality growth companies with sustainable competitive advantages. This approach targets higher returns than broad market indices, though it may come with increased volatility.
Risk Analysis
Volatility
The ETF's volatility may be higher than broad market indices due to its concentrated portfolio. Historical data required for precise analysis.
Market Risk
The ETF is subject to market risk, which is the risk that the overall market declines. Sector concentration in technology and consumer discretionary also exposes the fund to sector-specific risks. Additionally, there is active management risk, which includes the possibility that the investment manager's decisions may underperform the market.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation and comfortable with moderate to high risk. These investors are willing to accept higher volatility for the potential of outperforming the market.
Market Risk
JMEF is more suitable for long-term investors who understand and accept the risks associated with active management and concentrated portfolios.
Summary
JPMorgan Equity Focus ETF (JMEF) is an actively managed fund aiming for long-term capital appreciation through a concentrated portfolio of U.S. equities. It's managed by a seasoned team at JPMorgan, leveraging fundamental research to identify quality growth companies. While offering the potential for above-average returns, it carries higher risk due to its focused approach and active management. JMEF suits long-term investors comfortable with volatility, seeking to outperform the broad market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered 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 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.
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.