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Upturn AI SWOT - About
JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)
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Upturn Advisory Summary
08/14/2025: JPME (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 9.88% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 87.38 - 109.84 | Updated Date 06/29/2025 |
52 Weeks Range 87.38 - 109.84 | Updated Date 06/29/2025 |
Upturn AI SWOT
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
ETF Overview
Overview
The JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan Diversified Factor US Mid Cap Equity Index. The fund aims for long-term capital appreciation through exposure to U.S. mid-cap stocks.
Reputation and Reliability
JPMorgan is a well-established financial institution with a strong reputation and a long track record in asset management.
Management Expertise
JPMorgan has experienced portfolio managers and analysts dedicated to managing ETFs and other investment products.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan Diversified Factor US Mid Cap Equity Index.
Investment Approach and Strategy
Strategy: The ETF tracks the JP Morgan Diversified Factor US Mid Cap Equity Index, which selects and weights securities based on value, quality, momentum, and low volatility factors.
Composition The ETF primarily holds U.S. mid-cap stocks, diversified across various sectors.
Market Position
Market Share: JPME holds a small market share in the mid-cap ETF segment.
Total Net Assets (AUM): 193000000
Competitors
Key Competitors
- IVOO
- IJH
- VO
Competitive Landscape
The mid-cap ETF space is dominated by large index funds. JPME attempts to differentiate itself through a factor-based investment approach, but faces stiff competition from low-cost, broad-market ETFs. JPME's factor based approach may outperform in certain market conditions but may underperform during others.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers and would include returns over 1, 3, 5, and 10-year periods.
Benchmark Comparison: The ETF's performance should be compared to the JP Morgan Diversified Factor US Mid Cap Equity Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
JPME's average trading volume is relatively moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, which reflects its trading volume and the underlying liquidity of its holdings.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, inflation, and mid-cap sector growth prospects influence JPME. Current market conditions, such as volatility and investor sentiment towards factor-based strategies, also impact JPME's performance.
Growth Trajectory
The growth of JPME depends on the popularity of factor-based investing and its ability to outperform its benchmark over time; changes to its index methodology or holdings might influence its future.
Moat and Competitive Advantages
Competitive Edge
JPME's competitive advantage lies in its factor-based investment strategy, specifically its focus on value, quality, momentum, and low volatility. It provides investors with a targeted approach to mid-cap investing, potentially offering enhanced returns relative to broad-market index funds. The fund benefits from JPMorgan's research capabilities and resources in factor investing. JPME aims to deliver better risk-adjusted returns compared to standard mid-cap ETFs.
Risk Analysis
Volatility
The volatility of JPME is influenced by the volatility of its underlying mid-cap holdings and the performance of the factors it targets.
Market Risk
JPME is subject to market risk, which includes economic downturns and sector-specific risks. Factor-based strategies may underperform during certain market environments.
Investor Profile
Ideal Investor Profile
The ideal investor is one who understands factor-based investing and is seeking exposure to U.S. mid-cap stocks with the potential for enhanced returns.
Market Risk
JPME may be suitable for long-term investors seeking to diversify their portfolios with a factor-based mid-cap strategy.
Summary
JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) seeks to track the performance of the JP Morgan Diversified Factor US Mid Cap Equity Index, employing a factor-based strategy focused on value, quality, momentum, and low volatility. It provides a targeted approach to mid-cap investing, with a moderate expense ratio. JPME faces competition from larger, broad-market mid-cap ETFs, but aims to differentiate itself through its factor selection process. Its performance is subject to market risk and the success of its factor-based strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be made based on your individual circumstances and after consulting with a qualified financial advisor.
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 U.S. Mid Cap 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 U.S. equity securities selected to represent a diversified set of factor characteristics.
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