Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
JPMB
Upturn stock ratingUpturn stock rating

JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB)

Upturn stock ratingUpturn stock rating
$39.55
Last Close (24-hour delay)
Profit since last BUY2.91%
upturn advisory
Consider higher Upturn Star rating
BUY since 28 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/14/2025: JPMB (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 5.55%
Avg. Invested days 48
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

ai summary icon Upturn AI SWOT

JPMorgan USD Emerging Markets Sovereign Bond ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

JPMorgan is a well-established and reputable global financial services firm with a long history in asset management.

reliability logo Management Expertise

JPMorgan has a large and experienced team of fixed income professionals managing a wide range of bond strategies.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.