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Upturn AI SWOT - About
JPMorgan Ultra-Short Income ETF (JPST)
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Upturn Advisory Summary
09/16/2025: JPST (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 13.19% | Avg. Invested days 562 | 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 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.05 | 52 Weeks Range 48.10 - 50.67 | Updated Date 06/29/2025 |
52 Weeks Range 48.10 - 50.67 | Updated Date 06/29/2025 |
Upturn AI SWOT
JPMorgan Ultra-Short Income ETF
ETF Overview
Overview
The JPMorgan Ultra-Short Income ETF (JPST) seeks to provide current income while maintaining liquidity and focusing on capital preservation. It invests primarily in a diversified portfolio of investment-grade, U.S. dollar-denominated short-term fixed-income securities.
Reputation and Reliability
JPMorgan is a well-established and reputable financial institution with a long history of managing investment products.
Management Expertise
JPMorgan has extensive experience and expertise in fixed-income management, with a dedicated team of professionals overseeing the ETF.
Investment Objective
Goal
To maximize current income consistent with the preservation of capital and maintenance of liquidity.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but actively manages its portfolio to achieve its investment objective.
Composition The ETF primarily holds investment-grade, U.S. dollar-denominated short-term fixed-income securities, including corporate bonds, government bonds, and asset-backed securities.
Market Position
Market Share: JPST has a significant market share in the ultra-short bond ETF category.
Total Net Assets (AUM): 21930000000
Competitors
Key Competitors
- BSCQ
- MINT
- NEAR
- GGOV
Competitive Landscape
The ultra-short bond ETF market is competitive, with several ETFs offering similar investment strategies. JPST benefits from JPMorgan's strong brand and extensive resources. Its active management may provide an advantage over passively managed competitors in certain market conditions, but also results in higher expenses.
Financial Performance
Historical Performance: Historical performance data should be gathered from reliable financial sources like Morningstar or ETF.com. Past performance does not guarantee future results.
Benchmark Comparison: Comparing JPST's performance to a relevant short-term bond index, such as the ICE BofA 1-3 Year US Corporate Index, will provide insights into its effectiveness.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
JPST generally has high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for JPST is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions can significantly impact JPST's performance.
Growth Trajectory
The growth of JPST is influenced by investor demand for low-risk, income-generating investments, as well as changes in interest rate expectations and the credit market.
Moat and Competitive Advantages
Competitive Edge
JPST benefits from JPMorgan's established reputation and vast resources. Its active management style allows for flexibility in responding to changing market conditions, potentially leading to superior risk-adjusted returns. However, active management also leads to slightly higher expenses compared to passive ETFs. The ETF's focus on capital preservation and liquidity makes it attractive to risk-averse investors seeking a stable source of income.
Risk Analysis
Volatility
JPST exhibits low volatility due to its focus on short-term, investment-grade securities.
Market Risk
The ETF is subject to interest rate risk, credit risk, and liquidity risk, although these risks are mitigated by its short duration and investment-grade holdings.
Investor Profile
Ideal Investor Profile
JPST is ideal for risk-averse investors seeking a steady stream of income with minimal price fluctuations.
Market Risk
JPST is best suited for investors looking for a short-term, low-risk investment option and those seeking an alternative to traditional money market funds.
Summary
The JPMorgan Ultra-Short Income ETF (JPST) provides a low-risk avenue for investors seeking current income and capital preservation. Its active management, backed by JPMorgan's expertise, aims to navigate short-term market fluctuations. While the ETF's low volatility makes it attractive to risk-averse investors, potential downsides include its lower yield compared to longer-duration bond funds and management expense ratio. JPST's success hinges on the fund's ability to deliver modest but reliable returns while mitigating credit and interest rate risks within its ultra-short-term portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- JPMorgan Asset Management Website
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be based on 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 Ultra-Short Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in investment grade, U.S. dollar denominated short-term fixed, variable and floating rate debt. Assets means net assets, plus the amount of borrowings for investment purposes. As part of its principal investment strategy, it may invest in corporate securities, asset-backed securities, mortgage-backed and mortgage-related securities, and high quality money market instruments such as commercial paper and certificates of deposit.
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.