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Upturn AI SWOT - About
JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE)
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Upturn Advisory Summary
08/14/2025: JPSE (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 15.55% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 37.52 - 51.41 | Updated Date 06/29/2025 |
52 Weeks Range 37.52 - 51.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
JPMorgan Diversified Return U.S. Small Cap Equity ETF
ETF Overview
Overview
The JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan Diversified Factor US Small Cap Equity Index. It aims to deliver diversified exposure to U.S. small-cap stocks by employing a multi-factor investment approach.
Reputation and Reliability
JPMorgan is a large, reputable financial institution with a long history and significant experience in asset management.
Management Expertise
JPMorgan has a team of experienced portfolio managers and analysts dedicated to managing its ETFs and other investment products.
Investment Objective
Goal
The primary goal of JPSE is to track the performance of the JP Morgan Diversified Factor US Small Cap Equity Index, aiming for long-term capital appreciation.
Investment Approach and Strategy
Strategy: JPSE aims to track a specific index, the JP Morgan Diversified Factor US Small Cap Equity Index.
Composition The ETF primarily holds U.S. small-cap stocks selected based on factors such as value, momentum, quality, and low volatility.
Market Position
Market Share: JPSE's market share within the U.S. small-cap ETF universe is relatively small compared to more established competitors.
Total Net Assets (AUM): 68837835
Competitors
Key Competitors
- IJR
- VIOV
- AVUV
- SPSM
Competitive Landscape
The small-cap ETF market is highly competitive, with many established players offering similar exposure. JPSE's multi-factor approach differentiates it, but it faces competition from low-cost, broad-based small-cap ETFs and factor-based funds. JPSE needs to demonstrate consistent outperformance to attract significant assets.
Financial Performance
Historical Performance: Historical performance data should be reviewed from reliable sources (e.g., JPMorgan website, Morningstar).
Benchmark Comparison: Benchmark comparison to the JP Morgan Diversified Factor US Small Cap Equity Index, and Russel 2000 should be compared to gauge effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
JPSE's average trading volume is moderate, which may impact the ease of buying or selling large positions.
Bid-Ask Spread
The bid-ask spread is moderate, reflecting the liquidity of the ETF and the underlying small-cap stocks.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment towards small-cap stocks all affect JPSE's performance.
Growth Trajectory
Growth trajectory depend on the increasing AUM and investor preference on multifactor based U.S. Small Cap ETF.
Moat and Competitive Advantages
Competitive Edge
JPSE's competitive advantage lies in its multi-factor investment approach, which aims to capture the benefits of several well-known investment factors. JPMorgan's brand name and expertise in asset management may also attract investors. It differentiates itself by actively selecting stocks based on a diversified set of factors (value, momentum, quality, and low volatility) rather than simply tracking a market-cap weighted index. It potentially leads to superior risk-adjusted returns over the long term.
Risk Analysis
Volatility
JPSE's volatility is expected to be in line with the U.S. small-cap equity market.
Market Risk
JPSE is subject to the risks associated with investing in small-cap stocks, including higher volatility and lower liquidity compared to large-cap stocks.
Investor Profile
Ideal Investor Profile
The ideal investor for JPSE is one seeking diversified exposure to U.S. small-cap stocks with a multi-factor investment approach and a long-term investment horizon.
Market Risk
JPSE is suitable for long-term investors seeking exposure to small-cap stocks with a factor-based approach.
Summary
The JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) offers a multi-factor approach to investing in U.S. small-cap stocks. It aims to track the JP Morgan Diversified Factor US Small Cap Equity Index. JPSE may appeal to investors seeking diversified exposure and potentially enhanced returns compared to traditional market-cap weighted small-cap ETFs. However, its performance will depend on the effectiveness of its factor selection methodology and the prevailing market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data are estimations and might not be exact. Financial data is subject to change.
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. Small 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. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics. The rules based proprietary multi-factor selection process utilizes the following characteristics: value, momentum and quality.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.