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JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB)



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Upturn Advisory Summary
08/14/2025: JPMB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 5.55% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 35.89 - 38.82 | Updated Date 06/30/2025 |
52 Weeks Range 35.89 - 38.82 | Updated Date 06/30/2025 |
Upturn AI SWOT
JPMorgan USD Emerging Markets Sovereign Bond ETF
ETF Overview
Overview
The JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) seeks to track the total return of USD-denominated sovereign bonds issued by emerging market countries. It aims to provide exposure to a diversified portfolio of emerging market debt, offering a potential source of income and diversification for investors.
Reputation and Reliability
JPMorgan is a well-established and reputable global financial services firm with a long history in asset management.
Management Expertise
JPMorgan has a large and experienced team of fixed income professionals managing a wide range of bond strategies.
Investment Objective
Goal
To track the performance of USD-denominated sovereign bonds issued by emerging market countries.
Investment Approach and Strategy
Strategy: JPMB aims to replicate the total return of the J.P. Morgan EMBI Global Core Index.
Composition Primarily USD-denominated sovereign bonds issued by emerging market governments.
Market Position
Market Share: Relatively smaller market share compared to larger, more established competitors in the emerging market debt space.
Total Net Assets (AUM): 2408694936
Competitors
Key Competitors
- EMB
- PCY
- VWOB
Competitive Landscape
The emerging market sovereign debt ETF market is dominated by a few large players like iShares (EMB) and Vanguard (VWOB). JPMB offers a similar exposure but with the backing of JPMorgan's fixed income expertise. Advantages include JPMorgan's research capabilities and potential for slightly different index construction. Disadvantages include potentially lower liquidity compared to larger competitors and a higher expense ratio than VWOB.
Financial Performance
Historical Performance: Historical performance can be obtained from various financial websites and compared to benchmark index performance.
Benchmark Comparison: Performance should be compared to the J.P. Morgan EMBI Global Core Index to assess tracking accuracy.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
Average trading volume is moderate, providing sufficient liquidity for most investors but less than the larger competitors.
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, US interest rates, geopolitical risks, and currency fluctuations can all impact the performance of JPMB.
Growth Trajectory
Growth trends are dependent on investor appetite for emerging market debt and JPMorgan's ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
JPMB benefits from JPMorgan's strong brand recognition and fixed income expertise. The ETF offers a relatively low expense ratio compared to actively managed emerging market debt funds. Its index-tracking approach provides transparency and diversification. Furthermore, the ETF is backed by the extensive resources and research capabilities of JPMorgan. The potential to capture income from emerging market sovereign bonds while diversifying a portfolio is a key advantage.
Risk Analysis
Volatility
Emerging market debt is generally more volatile than developed market debt, reflecting the higher risks associated with these economies.
Market Risk
Risks include credit risk (default risk of the sovereign issuers), interest rate risk (sensitivity to changes in US interest rates), and currency risk (fluctuations in emerging market currencies against the US dollar).
Investor Profile
Ideal Investor Profile
Investors seeking diversification in emerging market debt and income generation. Investors who are comfortable with the risks associated with emerging markets and have a moderate to long-term investment horizon.
Market Risk
Suitable for long-term investors seeking income and diversification, not ideal for active traders due to potential volatility.
Summary
JPMB provides exposure to USD-denominated emerging market sovereign bonds. Managed by JPMorgan, the ETF offers diversification and potential income but carries emerging market risks. Its expense ratio is reasonable, and it tracks the J.P. Morgan EMBI Global Core Index. Investors should consider their risk tolerance and investment horizon before investing. While not the market leader in AUM, it offers a viable option for gaining exposure to this asset class.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
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 USD Emerging Markets Sovereign Bond 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 liquid, U.S. dollar-denominated sovereign and quasi-sovereign fixed and floating rate debt securities from emerging markets selected using a rules-based methodology that was developed and is owned by the adviser. The fund is non-diversified.

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