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
J.P. Morgan Exchange-Traded Fund Trust (JPIE)
- 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: JPIE (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 11.28% | Avg. Invested days 78 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.22 | 52 Weeks Range 42.81 - 46.31 | Updated Date 06/29/2025 |
52 Weeks Range 42.81 - 46.31 | Updated Date 06/29/2025 |
Upturn AI SWOT
J.P. Morgan Exchange-Traded Fund Trust
ETF Overview
Overview
J.P. Morgan Exchange-Traded Fund Trust offers a diverse range of ETFs, each with a specific investment objective, targeting various sectors, asset classes, and investment strategies. The Trust provides investors with exposure to different markets and asset types through actively and passively managed ETFs.
Reputation and Reliability
J.P. Morgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
J.P. Morgan Asset Management has a team of experienced professionals managing its ETFs, providing expertise across diverse investment areas.
Investment Objective
Goal
The investment goal varies depending on the specific ETF within the J.P. Morgan Exchange-Traded Fund Trust, ranging from capital appreciation to income generation.
Investment Approach and Strategy
Strategy: The Trust includes both actively and passively managed ETFs, with some tracking specific indices and others employing active strategies to outperform benchmarks.
Composition The ETF holdings within the Trust vary widely, including stocks, bonds, commodities, and derivatives, depending on the specific ETF's objective.
Market Position
Market Share: The market share varies greatly between individual J.P. Morgan ETFs, with some having significant market presence and others being relatively smaller.
Total Net Assets (AUM): The total net assets managed within the J.P. Morgan Exchange-Traded Fund Trust are substantial, but specific figures vary across different ETFs.
Competitors
Key Competitors
- IVV
- SPY
- VOO
- IWM
- QQQ
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. J.P. Morgan ETFs benefit from the brand recognition and distribution network of J.P. Morgan Chase. However, they face competition from larger and more established ETF providers like BlackRock (iShares) and Vanguard, who often offer lower expense ratios.
Financial Performance
Historical Performance: Historical performance varies significantly among the individual ETFs within the J.P. Morgan Exchange-Traded Fund Trust, reflecting different investment strategies and market conditions.
Benchmark Comparison: The performance of passively managed J.P. Morgan ETFs is typically closely aligned with their benchmark indices. Actively managed ETFs aim to outperform their benchmarks, but their success varies.
Expense Ratio: Expense ratios vary across the ETF offerings, ranging from low-cost index trackers to higher-cost actively managed funds.
Liquidity
Average Trading Volume
The liquidity of J.P. Morgan ETFs varies, with larger, more popular ETFs exhibiting higher trading volumes.
Bid-Ask Spread
Bid-ask spreads also vary, with more liquid ETFs generally having tighter spreads, resulting in lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth prospects, interest rate changes, and overall market sentiment influence J.P. Morgan ETFs.
Growth Trajectory
Growth trends depend on the specific ETFs' investment strategies and market demand, with some experiencing strong asset growth due to popularity and performance.
Moat and Competitive Advantages
Competitive Edge
J.P. Morgan ETFs leverage the strong J.P. Morgan brand and its extensive distribution network. Their active ETFs differentiate themselves by employing experienced portfolio managers and sophisticated investment strategies. These strategies aim to deliver alpha, providing potential outperformance compared to passive index trackers. Certain J.P. Morgan ETFs focus on niche market segments, which help it stand out. They offer differentiated approaches like tax-aware investing or factor-based investing.
Risk Analysis
Volatility
Volatility depends on the specific ETF, with equity ETFs typically being more volatile than fixed-income ETFs.
Market Risk
The underlying assets of J.P. Morgan ETFs are subject to market risk, with equity ETFs exposed to equity market fluctuations and fixed-income ETFs exposed to interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies widely, ranging from long-term investors seeking diversified exposure to active traders looking for specific investment strategies.
Market Risk
The ETFs are suitable for long-term investors, active traders, and passive index followers, depending on the specific ETF's investment objective and risk profile.
Summary
J.P. Morgan Exchange-Traded Fund Trust provides a variety of ETFs targeting different investment objectives and risk tolerances. As the underlying assets within the Exchange-Traded Fund Trust differ greatly, the financial performance will vary depending on holdings within each ETF. The ETFs offered by J.P. Morgan Exchange-Traded Fund Trust are a mix of actively and passively managed options for investors. The J.P. Morgan Exchange-Traded Fund Trust benefits from the strong J.P. Morgan brand.
Peer Comparison
Sources and Disclaimers
Data Sources:
- J.P. Morgan 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 your own research and consultation with a 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 J.P. Morgan Exchange-Traded Fund Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its objective by investing opportunistically among multiple debt markets and sectors that the fund"s adviser, J.P. Morgan Investment Management Inc. (JPMIM or the adviser) believes have high potential to produce income and have low correlations to each other in order to manage risk. It has broad flexibility to invest in a wide variety of debt securities and instruments of any maturity.
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.