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J.P. Morgan Exchange-Traded Fund Trust (JUSA)
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Upturn Advisory Summary
08/14/2025: JUSA (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 9.96% | Avg. Invested days 63 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 43.73 - 55.85 | Updated Date 06/6/2025 |
52 Weeks Range 43.73 - 55.85 | Updated Date 06/6/2025 |
Upturn AI SWOT
J.P. Morgan Exchange-Traded Fund Trust
ETF Overview
Overview
J.P. Morgan Exchange-Traded Fund Trust offers a range of ETFs spanning various asset classes and investment strategies, aiming to provide investors with diversified exposure and potential for capital appreciation. The funds cover sectors like equities, fixed income, and alternatives.
Reputation and Reliability
J.P. Morgan is a well-established and reputable financial institution with a long track record in asset management.
Management Expertise
The management team comprises experienced professionals with expertise in various investment disciplines.
Investment Objective
Goal
The primary investment goal varies by specific ETF within the J.P. Morgan Exchange-Traded Fund Trust, focusing on capital appreciation, income generation, or a combination of both.
Investment Approach and Strategy
Strategy: The ETFs track specific indexes, sectors, or utilize active management strategies depending on the fund.
Composition The ETF holds stocks, bonds, commodities, or a mix, depending on the specific fund's investment objective.
Market Position
Market Share: Varies significantly by specific ETF and sector. J.P. Morgan has a substantial presence across different ETF categories.
Total Net Assets (AUM): Varies significantly by specific ETF.
Competitors
Key Competitors
- IVV
- SPY
- VTI
- AGG
- IWM
Competitive Landscape
The ETF industry is highly competitive. J.P. Morgan ETFs benefit from the firm's brand recognition and distribution network. However, they face competition from larger, more established players with lower expense ratios.
Financial Performance
Historical Performance: Historical performance varies significantly by specific ETF. Refer to individual fund fact sheets for details.
Benchmark Comparison: Performance relative to benchmarks varies by ETF, with some funds outperforming and others underperforming.
Expense Ratio: Expense ratios vary by ETF, ranging from low to moderate depending on the investment strategy.
Liquidity
Average Trading Volume
Average trading volume varies by ETF, with larger, more popular funds exhibiting higher liquidity.
Bid-Ask Spread
Bid-ask spreads vary by ETF, generally tighter for more liquid funds.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions influence the performance of J.P. Morgan ETFs.
Growth Trajectory
Growth depends on the specific ETF and overall market trends, with potential for expansion in growing sectors and asset classes.
Moat and Competitive Advantages
Competitive Edge
J.P. Morgan's competitive advantages include its strong brand, extensive distribution network, and access to the firm's research and investment expertise. Some ETFs offer unique investment strategies or exposures, differentiating them from competitors. The issuer benefits from a global presence and a comprehensive suite of financial services. The ETFs could offer niche market focus providing focused and targeted exposure.
Risk Analysis
Volatility
Volatility varies by ETF, depending on the underlying assets and investment strategy. Equity-focused ETFs typically exhibit higher volatility than fixed-income ETFs.
Market Risk
Market risk is inherent in all ETFs, and specific risks depend on the underlying assets. For example, equity ETFs are exposed to equity market risk, while bond ETFs are exposed to interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies by ETF. Investors seeking diversified exposure to specific asset classes or sectors may find J.P. Morgan ETFs suitable.
Market Risk
Suitability depends on the investor's risk tolerance, investment goals, and time horizon. Some ETFs are suitable for long-term investors, while others are better suited for active traders.
Summary
J.P. Morgan Exchange-Traded Fund Trust offers a diverse range of ETFs catering to various investment objectives and risk profiles. The ETFs benefit from the firm's strong brand and extensive resources. Performance varies by ETF, and investors should carefully consider their investment goals and risk tolerance before investing. While they have advantages, they often face stiff competition from established, low-cost ETF providers. Investors must analyze the individual fund within the trust to determine suitability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- J.P. Morgan Asset Management Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.
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 J.P. Morgan Exchange-Traded Fund Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund manager seeks to provide capital appreciation through participation in the broad equity markets. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well-established, U.S. companies. In implementing its strategy, the fund primarily invests in the common stocks of U.S. companies.
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.