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Upturn AI SWOT - About
JPMorgan Ultra-Short Income ETF (JPST)
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Upturn Advisory Summary
07/09/2025: 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 11.92% | Avg. Invested days 514 | 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 07/09/2025 |
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) aims to maximize current income while maintaining liquidity and preserving capital by investing primarily in 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 in asset management.
Management Expertise
JPMorgan has a dedicated team of experienced fixed income professionals managing the ETF.
Investment Objective
Goal
To provide current income while seeking to maintain liquidity and preserve capital.
Investment Approach and Strategy
Strategy: The fund does not track a specific index but uses active management to select securities.
Composition Primarily invests in investment-grade, U.S. dollar-denominated short-term fixed income securities, including corporate bonds, government securities, and asset-backed securities.
Market Position
Market Share: JPST holds a significant market share within the ultra-short bond ETF category.
Total Net Assets (AUM): 24460000000
Competitors
Key Competitors
- MINT
- GSY
- NEAR
Competitive Landscape
The ultra-short bond ETF market is competitive, with several large players. JPST benefits from JPMorgan's brand recognition and distribution network. Its active management strategy could lead to outperformance, but it also introduces manager risk. Some competitors focus on specific niches within the short-term fixed income market, offering potentially higher yields at slightly increased risk.
Financial Performance
Historical Performance: Historical performance data should be sourced directly from financial data providers. Data will vary and change.
Benchmark Comparison: The ETF's performance should be compared to a relevant short-term bond index, such as the ICE BofA 1-3 Year US Corporate Index.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
JPST generally exhibits high liquidity with robust average daily trading volume.
Bid-Ask Spread
JPST typically has a tight bid-ask spread due to its high trading volume and institutional interest.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, and economic growth all influence JPST's performance. Higher interest rates can negatively impact bond values, while a strong economy can improve credit quality.
Growth Trajectory
Growth trends depend on investor demand for short-term fixed income and JPMorgan's ability to attract and retain assets. Changes to strategy and holdings will be announced via regulatory filings.
Moat and Competitive Advantages
Competitive Edge
JPST's competitive advantages include its large AUM, which provides economies of scale, JPMorgan's strong brand and distribution network, and an active management strategy that allows for tactical adjustments to changing market conditions. The actively managed approach aims to generate returns above those of passively managed ultra-short bond ETFs. JPST also benefits from a seasoned management team with significant experience in fixed income investing. These factors contribute to investor confidence and the ETF's ability to attract and retain assets.
Risk Analysis
Volatility
JPST generally exhibits low volatility due to its focus on short-term, investment-grade securities.
Market Risk
The ETF is exposed to interest rate risk (rising rates could decrease bond values) and credit risk (issuers may default). JPST mitigate risk through diversification and rigorous credit analysis.
Investor Profile
Ideal Investor Profile
JPST is suitable for conservative investors, corporations and other entities seeking to preserve capital, maintain liquidity, and generate modest income.
Market Risk
JPST is best suited for short-term investors, those seeking a cash alternative, or as a component of a diversified portfolio.
Summary
The JPMorgan Ultra-Short Income ETF (JPST) offers a conservative investment approach, focusing on capital preservation and income generation through short-term, investment-grade fixed income securities. Its active management strategy and the backing of JPMorganu2019s brand contribute to its market presence and investor confidence. While it offers limited growth potential, it serves as a solid option for investors prioritizing safety and liquidity. Market dynamics and interest rate changes influence the returns and the ETF is best suited for short-term investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly and impact investment outcomes. Consult with a qualified financial advisor before making any investment decisions.
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.