JDIV - ETF AI Analysis
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JPMorgan Dividend Leaders ETF (JDIV)
Rating:65Neutral
Price Target:―
Positive Factors
Broad Global Diversification
The fund invests across multiple countries, with meaningful exposure outside the U.S., which can help reduce the impact of weakness in any single market.
Balanced Sector Mix
Holdings are spread across technology, financials, health care, consumer sectors, and more, limiting reliance on any one industry.
Generally Positive Recent Performance
The ETF has shown positive returns over the year to date and in the most recent month, indicating supportive recent momentum.
Negative Factors
Moderate Expense Ratio
The fund’s fee is not especially low for an ETF, which can slightly reduce long-term returns compared with cheaper alternatives.
Mixed Performance Among Top Holdings
Some of the largest positions, such as Microsoft and a few others, have been weak this year, which can drag on overall results.
Small Asset Base
The ETF manages a relatively modest amount of assets, which can sometimes mean less trading liquidity for investors.
JDIV vs. SPDR S&P 500 ETF (SPY)
AUM11.16M
RegionGlobal
Expense Ratio0.47%
Beta0.76
IssuerJPMorgan
Inception DateSep 25, 2024
Dividend Yield1.6%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume948
30 Day Avg. Volume1,388
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
64.64Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering79
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JDIV Summary
JDIV is the JPMorgan Dividend Leaders ETF, which invests in large, established companies around the world that are known for paying steady dividends rather than tracking a specific index. It holds well-known names like Microsoft and McDonald’s, and spreads money across many sectors, including technology, finance, and health care. Someone might consider JDIV if they want a mix of potential long-term growth and regular income from dividends in a single, diversified fund. A key risk is that stock prices and dividend payments can still go up and down with the overall market.
How much will it cost me?The JPMorgan Dividend Leaders ETF (JDIV) has an expense ratio of 0.47%, which means you’ll pay $4.70 per year for every $1,000 invested. This is slightly higher than average for ETFs because JDIV is actively managed, focusing on selecting high-quality dividend-paying companies rather than tracking a broad index. The higher cost reflects the expertise and research involved in building its portfolio.
What would affect this ETF?JDIV's focus on large-cap companies with strong dividend performance could benefit from stable economic growth and increased investor demand for income-generating assets, especially in sectors like technology and financials. However, rising interest rates or economic downturns could negatively impact dividend-paying stocks, and regulatory changes in key sectors or regions might pose additional risks. Its global exposure and reliance on industry leaders like Microsoft and Johnson & Johnson provide resilience but also tie its performance to broader market trends.
JDIV Top 10 Holdings
JDIV leans on a mix of global dividend heavyweights, with tech and financial names quietly steering the ship. Broadcom has been a clear bright spot, rising on the back of AI chip demand, while Microsoft’s performance has been more mixed, adding stability but not fireworks. Trane Technologies is another climber, giving the fund an industrial tailwind, and Morgan Stanley has been a steady contributor from the financial side. On the softer side, McDonald’s and Safran have been losing a bit of steam, modestly tugging on returns. Overall, sector exposure is spread across tech, financials, industrials, and defensives, with a global tilt thanks to holdings like Munich Re and Safran.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 4.45% | $495.00K | $1.97T | 107.50% | 76 Outperform | |
| Microsoft | 4.40% | $489.45K | $3.07T | -5.17% | 79 Outperform | |
| NextEra Energy | 2.82% | $313.25K | $199.17B | 44.49% | 71 Outperform | |
| Trane Technologies | 2.42% | $269.02K | $107.54B | 20.75% | 70 Outperform | |
| Yum! Brands | 2.18% | $241.97K | $42.64B | 5.33% | 59 Neutral | |
| NXP Semiconductors | 2.17% | $241.51K | $73.41B | 57.21% | 70 Neutral | |
| Lowe's | 2.05% | $228.43K | $125.30B | -0.65% | 69 Neutral | |
| McDonald's | 1.93% | $214.12K | $201.95B | -10.02% | 65 Neutral | |
| ― | 1.87% | $207.85K | ― | ― | ― | |
| Morgan Stanley | 1.86% | $207.29K | $297.32B | 57.20% | 76 Outperform |
JDIV Technical Analysis
Positive
―
Price Trends
54.47
Positive
54.51
Positive
53.35
Positive
Market Momentum
0.49
Positive
54.20
Neutral
62.76
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JDIV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.45, equal to the 50-day MA of 54.47, and equal to the 200-day MA of 53.35, indicating a bullish trend. The MACD of 0.49 indicates Positive momentum. The RSI at 54.20 is Neutral, neither overbought nor oversold. The STOCH value of 62.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JDIV.
JDIV Peer Comparison
Comparison Results
Performance Comparison
JDIV
JPMorgan Dividend Leaders ETF
55.50
8.58
18.29%
RCGE
RockCreek Global Equality ETF
―
―
―
BCGS
Bancreek Global Select ETF
―
―
―
OAKG
Oakmark Global Large Cap ETF
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―
―
NTSD
WisdomTree Efficient U.S. Plus International Equity Fund
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―
―
GPT
Intelligent Alpha Atlas ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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