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Upturn AI SWOT - About
JPMorgan Fundamental Data Science Mid Core ETF (MCDS)
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Upturn Advisory Summary
08/14/2025: MCDS (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 -3.28% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 46.12 - 59.59 | Updated Date 06/28/2025 |
52 Weeks Range 46.12 - 59.59 | Updated Date 06/28/2025 |
Upturn AI SWOT
JPMorgan Fundamental Data Science Mid Core ETF
ETF Overview
Overview
The JPMorgan Fundamental Data Science Mid Core ETF (JPME) aims to provide investment results that closely correspond to the performance of the U.S. mid-capitalization equity market by employing a fundamental, data science-driven approach to stock selection. It primarily focuses on mid-cap stocks within the United States. Its investment strategy leverages data science to identify stocks with strong fundamentals.
Reputation and Reliability
JPMorgan is a reputable and well-established financial institution with a long track record in asset management.
Management Expertise
JPMorgan has extensive experience in managing ETFs and employs experienced professionals in data science and investment management.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the U.S. mid-capitalization equity market.
Investment Approach and Strategy
Strategy: The ETF uses a fundamental, data science-driven approach to identify and select stocks.
Composition The ETF primarily holds a diversified portfolio of mid-capitalization stocks within the United States.
Market Position
Market Share: The ETF's market share within the mid-cap ETF sector is not dominant but growing.
Total Net Assets (AUM): 68880000
Competitors
Key Competitors
- IJH
- MDY
- IWR
Competitive Landscape
The mid-cap ETF market is competitive, dominated by established ETFs like IJH, MDY and IWR. JPME's data science approach offers a differentiating factor, but it needs to demonstrate consistent outperformance to gain significant market share. JPME's advantage lies in its modern, data-driven investment strategy. Disadvantages include a smaller AUM and limited track record compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data is available on financial websites. This information will vary over time.
Benchmark Comparison: Comparison of the ETFu2019s performance to its benchmark can be found on financial websites.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards mid-cap stocks all influence the ETF's performance.
Growth Trajectory
The ETF's growth depends on its ability to attract investors seeking a data-driven approach to mid-cap investing. Changes include potential adjustments to the data science model and stock selection process.
Moat and Competitive Advantages
Competitive Edge
JPME's competitive edge lies in its use of data science to identify undervalued mid-cap stocks. This approach aims to provide superior risk-adjusted returns compared to traditional indexing or active management. By leveraging advanced analytics, the ETF seeks to uncover hidden insights and opportunities in the mid-cap market. The data-driven methodology helps mitigate biases and improves stock selection. JPMorgan's strong brand and resources also contribute to its competitive advantage.
Risk Analysis
Volatility
The ETF's volatility is typical of mid-cap equity investments.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and economic downturns.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to the U.S. mid-cap market with a preference for a data-driven, fundamental approach should consider this ETF.
Market Risk
The ETF is suitable for long-term investors seeking capital appreciation and diversification.
Summary
JPME is a mid-cap ETF that uses a data-driven approach to stock selection. It offers a differentiated investment strategy compared to traditional mid-cap ETFs. Its potential lies in the ability of its data science model to generate superior returns. However, its smaller AUM and relatively short track record compared to larger competitors are factors to consider. Investors interested in a smart beta approach to mid-cap investing should evaluate JPME's suitability for their portfolios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- JPMorgan Asset Management
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a 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 Fundamental Data Science Mid Core ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and consumer discretionary sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.
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.