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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
10/24/2025: JPME (1-star) is currently NOT-A-BUY. Pass it for now.
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 10.75% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 U.S. Research Enhanced Index (RI) Equity Mid Cap Index. It focuses on U.S. mid-cap equities and utilizes a quantitative approach to stock selection.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
JPMorgan has a large team of experienced portfolio managers and analysts with expertise in quantitative investing.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan U.S. Research Enhanced Index (RI) Equity Mid Cap Index.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative investment strategy that seeks to outperform the broad U.S. mid-cap equity market.
Composition The ETF primarily holds stocks of U.S. mid-cap companies across various sectors.
Market Position
Market Share: Data for specific market share of JPME is not readily available.
Total Net Assets (AUM): 93690000
Competitors
Key Competitors
- IVOO
- IJH
- IWR
Competitive Landscape
The mid-cap ETF market is competitive with several established players. JPME's quantitative approach offers a different strategy compared to passively managed index funds, but it needs to demonstrate consistent outperformance to attract significant assets. Its AUM is lower than its more established competitors. This impacts liquidity and trading volume relative to those competitors.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers for analysis.
Benchmark Comparison: Benchmark comparison against the JP Morgan U.S. Research Enhanced Index (RI) Equity Mid Cap Index needs to be analyzed using historical data.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume is low indicating it is less liquid than others.
Bid-Ask Spread
The bid-ask spread is elevated given the lower trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and investor sentiment towards mid-cap stocks can influence the ETF's performance. Sector-specific growth prospects within the mid-cap space also play a role.
Growth Trajectory
Growth trajectory depends on the ETF's ability to consistently outperform its benchmark and attract investor capital. Changes in the underlying index methodology or portfolio management strategy can also impact its growth.
Moat and Competitive Advantages
Competitive Edge
JPME's competitive edge lies in its quantitative investment strategy and the research capabilities of JPMorgan. The fund's diversified approach to stock selection within the U.S. mid-cap space may provide a degree of downside protection. JPMorgan's brand recognition and distribution network could also be considered advantages. However, the fund's relatively small AUM compared to larger competitors presents a challenge. Outperformance relative to benchmark must be consistently demonstrated for AUM to grow significantly.
Risk Analysis
Volatility
Volatility needs to be assessed based on historical price fluctuations and compared to its benchmark and peer group.
Market Risk
Market risk includes the general risk associated with investing in equities, particularly mid-cap stocks, which can be more volatile than large-cap stocks. Sector concentration within the portfolio can also increase market risk.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversified exposure to U.S. mid-cap equities and who wants to try to outperform the broader mid-cap market through a quantitative strategy.
Market Risk
JPME may be suitable for long-term investors who are comfortable with moderate risk and who understand quantitative investment strategies. It is not ideal for active traders due to low trading volume.
Summary
The JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) offers a quantitative approach to investing in U.S. mid-cap stocks. It aims to outperform its benchmark index. Its smaller AUM and lower trading volume is a disadvantage compared to its larger competitors. Investors should consider its expense ratio, performance track record, and suitability to their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Bloomberg
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investors should conduct their own due diligence before making any investment decisions. Market share data may be limited or estimated. Performance data requires further retrieval from financial data providers.
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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