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JSCP
Upturn stock rating

JPMorgan Short Duration Core Plus ETF (JSCP)

Upturn stock rating
$47.71
Last Close (24-hour delay)
Profit since last BUY5.9%
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BUY since 218 days
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Upturn Advisory Summary

10/24/2025: JSCP (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 11.9%
Avg. Invested days 106
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

Key Highlights

Volume (30-day avg) -
Beta 0.45
52 Weeks Range 44.13 - 47.41
Updated Date 06/30/2025
52 Weeks Range 44.13 - 47.41
Updated Date 06/30/2025

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JPMorgan Short Duration Core Plus ETF

stock logo

ETF Overview

overview logo Overview

The JPMorgan Short Duration Core Plus ETF (JSCP) seeks to provide current income while maintaining liquidity and capital preservation. It invests primarily in investment-grade debt securities with a short duration, offering a diversified fixed income portfolio.

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 a large and experienced team of fixed income professionals managing its ETF products.

Investment Objective

overview logo Goal

To provide current income consistent with capital preservation and liquidity.

Investment Approach and Strategy

Strategy: The ETF employs an active management strategy, allocating investments among various fixed-income sectors to enhance returns.

Composition The ETF invests primarily in investment-grade U.S. dollar-denominated debt securities, including corporate bonds, government bonds, and mortgage-backed securities.

Market Position

Market Share: The market share of JSCP relative to other short-term bond ETFs is moderate.

Total Net Assets (AUM): 2524700000

Competitors

overview logo Key Competitors

  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT)
  • iShares Short Treasury Bond ETF (SHV)
  • SPDR Portfolio Short Term Corporate Bond ETF (SPSB)

Competitive Landscape

The short-term bond ETF market is competitive, with a few large players dominating. JSCP differentiates itself through its active management and focus on core plus strategies, potentially leading to higher returns compared to purely passive funds but also introducing manager risk. Its expense ratio is higher than some passive alternatives.

Financial Performance

Historical Performance: Historical performance can be found on investment websites. Please refer to the latest fact sheet for accurate numerical values.

Benchmark Comparison: Benchmark comparison can be found on investment websites. Please refer to the latest fact sheet for accurate numerical values.

Expense Ratio: 0.23

Liquidity

Average Trading Volume

The average trading volume for JSCP is adequate, which enables investors to buy and sell shares with reasonable ease.

Bid-Ask Spread

The bid-ask spread for JSCP is typically tight, indicating efficient trading and lower transaction costs.

Market Dynamics

Market Environment Factors

Economic indicators such as interest rate movements, inflation expectations, and credit spreads significantly impact JSCP's performance.

Growth Trajectory

JSCP's growth depends on demand for short-duration fixed income products and the fund's ability to deliver competitive risk-adjusted returns. Changes may occur in sector allocation based on market opportunities.

Moat and Competitive Advantages

Competitive Edge

JSCP's competitive edge lies in its active management and the expertise of JPMorgan's fixed income team. The active management strategy aims to generate alpha through security selection and sector rotation. The ETFu2019s diversified portfolio and short duration focus can provide downside protection in rising interest rate environments. The J.P. Morgan brand name is also a contributing factor.

Risk Analysis

Volatility

JSCP's volatility is generally low due to its short duration and focus on investment-grade securities.

Market Risk

Market risk includes interest rate risk (sensitivity to changes in interest rates), credit risk (risk of default by issuers), and liquidity risk (risk of difficulty in selling certain securities).

Investor Profile

Ideal Investor Profile

JSCP is suitable for investors seeking current income with a focus on capital preservation and low volatility. It is appropriate for those with a short investment horizon or those looking to reduce interest rate risk in their fixed income portfolio.

Market Risk

JSCP is best for long-term investors seeking a stable income stream with lower risk than traditional bond funds.

Summary

The JPMorgan Short Duration Core Plus ETF (JSCP) aims to provide current income while prioritizing capital preservation through investments in short-duration, investment-grade debt. Its active management seeks to enhance returns within its defined risk parameters. The ETF benefits from the expertise of JPMorgan's fixed income team and offers a diversified portfolio. JSCP is well-suited for investors seeking lower volatility and a stable income stream, particularly in environments of rising interest rates.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • JPMorgan Asset Management Website
  • ETF.com
  • Morningstar

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is approximate and may vary based on reporting period.

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

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

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

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About JPMorgan Short Duration Core Plus ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal conditions, at least 70% of the fund's net assets must be invested in securities that, at the time of purchase, are rated investment grade by a nationally recognized statistical rating organization (NRSRO) or in securities that are unrated but are deemed by the adviser to be of comparable quality. The fund will not invest more than 30% of its net assets in below investment grade securities (or the unrated equivalent) under normal conditions. Up to 25% of the fund's net assets may be invested in foreign securities including sovereign and agency debt.