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Upturn AI SWOT - About
JPMorgan Realty Income ETF (JPRE)
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Upturn Advisory Summary
08/14/2025: JPRE (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 0.62% | Avg. Invested days 38 | Today’s Advisory PASS |
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 1.06 | 52 Weeks Range 41.02 - 50.98 | Updated Date 06/29/2025 |
52 Weeks Range 41.02 - 50.98 | Updated Date 06/29/2025 |
Upturn AI SWOT
JPMorgan Realty Income ETF
ETF Overview
Overview
The JPMorgan Realty Income ETF seeks to provide current income by investing primarily in real estate investment trusts (REITs) and other real estate-related companies. It offers investors exposure to a diverse portfolio of income-generating real estate assets.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long track record in asset management.
Management Expertise
JPMorgan has a team of experienced professionals specializing in real estate investments.
Investment Objective
Goal
Seeks current income by investing in REITs and real estate-related companies.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but employs active management to select investments.
Composition Primarily holds equity securities of REITs and other real estate-related companies.
Market Position
Market Share: JPMorgan Realty Income ETF holds a relatively smaller market share compared to major REIT ETFs.
Total Net Assets (AUM): 41.31
Competitors
Key Competitors
- VNQ
- SCHH
- REM
- IYR
Competitive Landscape
The REIT ETF market is highly competitive, dominated by large, passively managed funds like VNQ and SCHH. JPMorgan Realty Income ETF differentiates itself through active management, but faces the challenge of outperforming these established funds while maintaining a competitive expense ratio. Advantages may come from specific stock selection or a focus on certain REIT sub-sectors.
Financial Performance
Historical Performance: Historical performance data is needed to populate this section. [Year1 Return, Year2 Return, Year3 Return, Year4 Return, Year5 Return]
Benchmark Comparison: Performance data is needed to compare the ETF's return to benchmarks. [ETF Return, Benchmark Return]
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The ETF's average trading volume will determine how easily investors can buy and sell shares.
Bid-Ask Spread
The bid-ask spread indicates the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and the overall health of the real estate market significantly impact the ETF's performance.
Growth Trajectory
Growth trends depends on real estate sector performance, active management decisions and shifts in portfolio holdings.
Moat and Competitive Advantages
Competitive Edge
JPMorgan Realty Income ETF's competitive advantage comes from its active management approach, which allows the fund managers to strategically allocate capital to potentially higher-yielding real estate investments. This active strategy aims to outperform passive REIT ETFs by capitalizing on market inefficiencies and identifying undervalued opportunities within the real estate sector. JPMorgan's research capabilities and experience in real estate investing also contribute to its competitive edge. However, active management also carries the risk of underperformance if investment decisions are not successful.
Risk Analysis
Volatility
Volatility depends on the underlying REITs held in the portfolio and overall market conditions. [Volatility Score, Beta Value]
Market Risk
The ETF is subject to market risk associated with REITs, including interest rate risk, property value fluctuations, and economic downturns.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking current income and exposure to the real estate sector.
Market Risk
The ETF is best suited for long-term investors looking for income generation, as active management could increase trading costs.
Summary
The JPMorgan Realty Income ETF offers exposure to the real estate sector through a portfolio of REITs and real estate-related companies, employing an active management strategy to potentially outperform passive REIT ETFs. The ETF is suitable for investors seeking current income and diversification within their portfolio. However, investors should consider the ETF's expense ratio, liquidity, and the inherent risks associated with real estate investments. As an actively managed fund, the ETF's performance relies heavily on the expertise of its investment team and their ability to select profitable opportunities in the real estate market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your individual circumstances and consultation with a 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 Realty Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund is non-diversified.
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