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Upturn AI SWOT - About
JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM)
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Upturn Advisory Summary
08/14/2025: JPEM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -2.36% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.73 | 52 Weeks Range 47.17 - 56.05 | Updated Date 06/29/2025 |
52 Weeks Range 47.17 - 56.05 | Updated Date 06/29/2025 |
Upturn AI SWOT
JPMorgan Diversified Return Emerging Markets Equity ETF
ETF Overview
Overview
The JPMorgan Diversified Return Emerging Markets Equity ETF (JPMX) seeks to provide investment results that closely correspond, before fees and expenses, to the Morningstar Diversified Factor Emerging Markets Index. It aims for long-term capital appreciation by investing in a diversified portfolio of emerging market equities.
Reputation and Reliability
JPMorgan is a reputable and well-established financial institution with a long history of managing investment products.
Management Expertise
JPMorgan has a team of experienced portfolio managers and analysts dedicated to managing emerging market equity strategies.
Investment Objective
Goal
The fund seeks to provide investment results that closely correspond, before fees and expenses, to the Morningstar Diversified Factor Emerging Markets Index.
Investment Approach and Strategy
Strategy: The ETF employs a passively managed approach, seeking to track the Morningstar Diversified Factor Emerging Markets Index.
Composition The ETF primarily holds stocks of companies located in emerging market countries.
Market Position
Market Share: Market share varies and requires real-time data from market data providers. It fluctuates based on AUM and trading volumes relative to competitors.
Total Net Assets (AUM): 152500000
Competitors
Key Competitors
- IEMG
- VWO
- EEM
Competitive Landscape
The emerging markets equity ETF industry is highly competitive, dominated by larger ETFs like IEMG, VWO, and EEM. JPMX competes by offering a diversified factor-based approach, potentially providing a different risk-return profile compared to market-cap weighted ETFs. A disadvantage of JPMX is its relatively smaller AUM and lower liquidity compared to its larger competitors.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial data providers and typically includes metrics like total return over various periods (e.g., 1-year, 3-year, 5-year). Numerical data can be directly pulled from the specific data provider.
Benchmark Comparison: The ETF's performance is compared against the Morningstar Diversified Factor Emerging Markets Index to assess its tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume is moderate and depends on market interest in emerging markets.
Bid-Ask Spread
The bid-ask spread is generally tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets, geopolitical risks, currency fluctuations, and global trade conditions influence JPMX's performance.
Growth Trajectory
Growth trends depend on investor demand for emerging market equities and the ETF's ability to effectively track its benchmark index. Changes may include adjusting factor weightings or expanding holdings within the index.
Moat and Competitive Advantages
Competitive Edge
JPMX's competitive advantage lies in its diversified factor-based approach to emerging market equities, aiming to enhance returns and manage risk. The use of the Morningstar Diversified Factor Emerging Markets Index provides a structured and transparent investment methodology. JPMorgan's brand and expertise in asset management provide additional credibility. Its factor-based approach aims to outperform market-cap weighted benchmarks.
Risk Analysis
Volatility
The ETF's volatility is tied to the volatility of emerging market equities, which can be higher than developed market equities.
Market Risk
Specific risks include emerging market economic and political instability, currency risk, and regulatory changes affecting businesses in those regions.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to emerging market equities with a preference for a diversified factor-based approach and a moderate to high-risk tolerance.
Market Risk
The ETF is suitable for long-term investors seeking capital appreciation and diversification within their portfolio.
Summary
JPMX provides exposure to emerging market equities through a diversified factor-based approach, aiming to track the Morningstar Diversified Factor Emerging Markets Index. It is managed by JPMorgan, a reputable asset manager. The ETF's performance is influenced by emerging market economic and political conditions. JPMX is suitable for investors with a moderate to high-risk tolerance seeking long-term capital appreciation and is suited for long term investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- Morningstar
- ETF.com
- Financial Times
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions. Market share data is approximate and may vary based on the source and date.
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 Diversified Return Emerging Markets Equity 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 equity securities from emerging markets selected to represent a diversified set of factor characteristics.
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