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JPST
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JPMorgan Ultra-Short Income ETF (JPST)

Upturn stock ratingUpturn stock rating
$50.74
Last Close (24-hour delay)
Profit since last BUY12.83%
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Consider higher Upturn Star rating
BUY since 551 days
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Upturn Advisory Summary

08/29/2025: JPST (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 12.83%
Avg. Invested days 551
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/29/2025

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

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JPMorgan Ultra-Short Income ETF

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ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

JPMorgan is a well-established and reputable financial institution with a long history of managing investment products.

reliability logo Management Expertise

JPMorgan has extensive experience and expertise in fixed-income management, with a dedicated team of professionals overseeing the ETF.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.