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Upturn AI SWOT - About
JPMorgan Diversified Return International Equity ETF (JPIN)
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Upturn Advisory Summary
08/14/2025: JPIN (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 -7.64% | Avg. Invested days 44 | 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 1.02 | 52 Weeks Range 50.92 - 63.99 | Updated Date 06/29/2025 |
52 Weeks Range 50.92 - 63.99 | Updated Date 06/29/2025 |
Upturn AI SWOT
JPMorgan Diversified Return International Equity ETF
ETF Overview
Overview
The JPMorgan Diversified Return International Equity ETF (JPIN) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan Diversified Factor International Equity Index. It aims to offer diversified exposure to international developed markets by selecting stocks based on multiple factors, including value, momentum, and quality.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long track record in asset management.
Management Expertise
JPMorgan has extensive experience and expertise in managing ETFs and international equity portfolios.
Investment Objective
Goal
The primary investment goal of JPIN is to provide long-term capital appreciation by investing in international equities.
Investment Approach and Strategy
Strategy: JPIN aims to track the JP Morgan Diversified Factor International Equity Index, which selects and weights stocks based on value, momentum, quality, and low volatility factors.
Composition JPIN primarily holds stocks from developed markets outside the United States.
Market Position
Market Share: JPIN's market share in its sector is relatively small compared to larger international equity ETFs.
Total Net Assets (AUM): 146000000
Competitors
Key Competitors
- VEA
- VXUS
- IEFA
Competitive Landscape
The international equity ETF market is highly competitive, with several large, well-established ETFs holding significant market share. JPIN differentiates itself through its multi-factor investment strategy. However, JPIN's AUM is significantly smaller than its competitors, which may affect its liquidity and trading costs. Competing ETF's generally provide a broader representation of the market.
Financial Performance
Historical Performance: Historical performance data should be obtained from official fund factsheets and financial websites.
Benchmark Comparison: Compare the ETF's performance to the JP Morgan Diversified Factor International Equity Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
JPIN's average trading volume is moderate, reflecting its smaller AUM compared to larger international equity ETFs.
Bid-Ask Spread
The bid-ask spread for JPIN is typically moderate, reflecting its trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic indicators in developed international markets, global trade policies, and currency fluctuations can affect JPIN's performance.
Growth Trajectory
JPIN's growth trajectory depends on investor demand for multi-factor international equity strategies and its ability to attract assets from larger competitors.
Moat and Competitive Advantages
Competitive Edge
JPIN's competitive advantage lies in its smart beta, multi-factor approach, which seeks to outperform traditional market-cap-weighted international equity indices. The ETF screens for Value, Momentum, Quality, and low Volatility. Its methodology could potentially provide enhanced returns and lower risk. This nuanced strategy may appeal to investors seeking a more sophisticated approach to international equity investing. JPMorgan's brand recognition also lends credibility.
Risk Analysis
Volatility
JPIN's volatility is expected to be similar to other international equity ETFs, but the factor tilts might reduce some overall volatility.
Market Risk
JPIN is subject to market risk, including fluctuations in international equity markets, currency risk, and geopolitical risks.
Investor Profile
Ideal Investor Profile
The ideal investor for JPIN is one seeking diversified international equity exposure with a factor-based approach and a long-term investment horizon.
Market Risk
JPIN is suitable for long-term investors who are comfortable with international equity risk and seeking to potentially outperform traditional market-cap-weighted indices.
Summary
JPMorgan Diversified Return International Equity ETF is designed for long-term investors seeking international equity exposure with a strategic tilt towards value, momentum, quality, and low volatility factors. JPIN utilizes a smart beta approach, it offers the potential for enhanced returns but comes with inherent market and currency risks. While JPIN's AUM is modest compared to its larger competitors, JPMorgan's name provides a credible foundation. Investors should review the fund's prospectus to understand its specific methodology and risk factors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data is estimated and may vary based on the source.
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 International 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. The underlying index is comprised of equity securities across developed global markets (excluding North America) selected to represent a diversified set of factor characteristics.
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