JMOM - ETF AI Analysis
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JPMorgan U.S. Momentum Factor ETF (JMOM)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The fund has delivered strong gains so far this year, showing that its momentum strategy has recently worked well.
Leading Tech and Chip Stocks
Several top holdings in technology and semiconductor companies have shown strong performance, helping drive the ETF’s returns.
Low Expense Ratio
The fund charges a relatively low fee, which means more of the investment returns can stay in investors’ pockets over time.
Negative Factors
Heavy U.S. Focus
Almost all of the fund’s assets are invested in U.S. companies, offering little diversification across other countries.
High Technology Concentration
A large share of the portfolio is in the technology sector, which can increase risk if that part of the market experiences a downturn.
Mixed Performance Among Top Holdings
While some major positions have performed strongly, a few key names have shown weak or negative recent performance, which can add volatility to the fund.
JMOM vs. SPDR S&P 500 ETF (SPY)
AUM2.60B
RegionNorth America
Expense Ratio0.12%
Beta1.05
IssuerJPMorgan
Inception DateNov 08, 2017
Dividend Yield0.75%
Asset ClassEquity
Index TrackedJP Morgan US Momentum Factor Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume152,479
30 Day Avg. Volume112,209
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
96.19Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering290
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JMOM Summary
The JPMorgan U.S. Momentum Factor ETF (JMOM) tracks the JP Morgan US Momentum Factor Index and focuses on large U.S. companies whose stock prices have been rising strongly. It holds many well-known names, including Apple and Microsoft, and leans heavily toward technology, but also owns industrial, financial, and health care stocks. An investor might choose JMOM to seek growth by riding trends in strong-performing U.S. stocks while still staying diversified across several sectors. A key risk is that momentum stocks can fall quickly when trends reverse, and the fund can go up and down sharply with the overall stock market.
How much will it cost me?The JPMorgan U.S. Momentum Factor ETF (JMOM) has an expense ratio of 0.12%, meaning you’ll pay $1.20 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking a specific index rather than relying on active stock picking.
What would affect this ETF?JMOM's focus on large-cap U.S. stocks with strong momentum characteristics could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings. However, the ETF may face challenges if interest rates rise or economic conditions weaken, as these factors can negatively impact high-growth sectors like technology and consumer cyclical industries. Regulatory changes affecting major companies in its top holdings, such as Nvidia, Microsoft, and Meta Platforms, could also influence its performance.
JMOM Top 10 Holdings
JMOM is riding a powerful U.S. tech momentum wave, with chip makers like Micron, AMD, and Intel doing much of the heavy lifting thanks to strong, AI-driven rallies. Apple has been steadily adding support, while Nvidia and Broadcom have seen more mixed action lately, cooling a bit after big runs. On the flip side, Meta and Microsoft have been lagging, acting as a mild brake on overall returns. With most of its key names in U.S. large-cap technology and communication services, the fund is clearly concentrated in the American Big Tech and semiconductor story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 2.09% | $52.34M | $1.85T | 31.74% | 76 Outperform | |
| Apple | 2.05% | $51.18M | $4.54T | 49.21% | 79 Outperform | |
| Alphabet Class A | 2.03% | $50.86M | $4.36T | 91.50% | 85 Outperform | |
| Nvidia | 2.00% | $50.12M | $4.86T | 14.80% | 76 Outperform | |
| Microsoft | 1.98% | $49.44M | $3.45T | -8.96% | 79 Outperform | |
| Advanced Micro Devices | 1.91% | $47.82M | $776.41B | 174.15% | 73 Outperform | |
| Johnson & Johnson | 1.89% | $47.25M | $617.78B | 48.74% | 78 Outperform | |
| Micron | 1.72% | $43.07M | $929.52B | 669.69% | 79 Outperform | |
| Meta Platforms | 1.56% | $38.91M | $1.42T | -23.97% | 76 Outperform | |
| Walmart | 1.26% | $31.62M | $884.94B | 11.16% | 78 Outperform |
JMOM Technical Analysis
Positive
―
Price Trends
82.50
Positive
78.16
Positive
73.53
Positive
Market Momentum
0.10
Negative
55.76
Neutral
86.78
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JMOM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 81.92, equal to the 50-day MA of 82.50, and equal to the 200-day MA of 73.53, indicating a bullish trend. The MACD of 0.10 indicates Negative momentum. The RSI at 55.76 is Neutral, neither overbought nor oversold. The STOCH value of 86.78 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JMOM.
JMOM Peer Comparison
Comparison Results
Performance Comparison
JMOM
JPMorgan U.S. Momentum Factor ETF
83.43
19.31
30.12%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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RWL
Invesco S&P 500 Revenue ETF
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VFLO
VictoryShares Free Cash Flow ETF
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VONE
Vanguard Russell 1000 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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