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JMOM - ETF AI Analysis
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JPMorgan U.S. Momentum Factor ETF (JMOM)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, like Nvidia and Broadcom, have delivered strong year-to-date gains, driving overall performance.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, making it cost-effective for investors.
Sector Diversification
The fund is spread across multiple sectors, including Technology, Industrials, and Health Care, reducing reliance on any single industry.
Negative Factors
High Technology Exposure
Over one-third of the portfolio is concentrated in the Technology sector, making it vulnerable to downturns in tech stocks.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across international markets.
Recent Performance Volatility
The fund's one-month performance has been slightly negative, indicating short-term volatility despite strong year-to-date returns.
JMOM vs. SPDR S&P 500 ETF (SPY)
AUM1.80B
RegionNorth America
Expense Ratio0.12%
Beta1.07
IssuerJPMorgan
Inception DateNov 08, 2017
Dividend YieldN/A
Asset ClassEquity
Index TrackedJP Morgan US Momentum Factor Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume88,820
30 Day Avg. Volume61,204
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
80.17Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering268
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JMOM Summary
The JPMorgan U.S. Momentum Factor ETF (JMOM) is an investment fund that focuses on large U.S. companies showing strong momentum, meaning stocks that have been performing well and may continue to do so. It includes well-known names like Nvidia and Alphabet (Google), and covers industries such as technology, healthcare, and financials. Investors might consider JMOM for potential growth and exposure to leading companies across various sectors. However, since it follows momentum trends, its performance can be sensitive to market shifts, meaning it could drop quickly if momentum stocks lose favor.
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
The JMOM ETF leans heavily into technology, with names like Alphabet and Nvidia driving its momentum-focused strategy. Alphabet’s rising performance, fueled by AI and cloud growth, is a bright spot, while Nvidia’s mixed signals and valuation concerns are holding it back despite its AI leadership. Apple and Broadcom offer steady contributions, benefiting from their strategic focus on services and semiconductors. Meanwhile, Meta’s lagging performance and expense challenges weigh on the fund. With its U.S.-centric portfolio and tech-heavy tilt, JMOM is riding the wave of innovation but faces headwinds from valuation pressures and uneven stock momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 2.00% | $35.34M | $4.49T | 36.15% | 76 Outperform | |
| Microsoft | 1.99% | $35.22M | $3.55T | 14.12% | 79 Outperform | |
| Meta Platforms | 1.95% | $34.47M | $1.65T | 4.90% | 76 Outperform | |
| Apple | 1.93% | $34.11M | $3.83T | 9.37% | 79 Outperform | |
| Alphabet Class A | 1.91% | $33.83M | $3.97T | 69.46% | 85 Outperform | |
| Berkshire Hathaway B | 1.82% | $32.14M | $1.08T | 12.90% | 66 Neutral | |
| Broadcom | 1.74% | $30.70M | $1.58T | 48.22% | 76 Outperform | |
| Walmart | 1.53% | $27.07M | $901.19B | 21.58% | 78 Outperform | |
| Palantir Technologies | 1.42% | $25.06M | $423.04B | 162.95% | 74 Outperform | |
| Netflix | 1.31% | $23.14M | $413.68B | 8.07% | 73 Outperform |
JMOM Technical Analysis
Positive
―
Price Trends
68.23
Positive
67.51
Positive
63.88
Positive
Market Momentum
0.42
Negative
55.89
Neutral
81.81
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 68.83, equal to the 50-day MA of 68.23, and equal to the 200-day MA of 63.88, indicating a bullish trend. The MACD of 0.42 indicates Negative momentum. The RSI at 55.89 is Neutral, neither overbought nor oversold. The STOCH value of 81.81 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
69.47
11.51
19.86%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
―
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QYLD
Global X NASDAQ 100 Covered Call ETF
―
―
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FTCS
First Trust Capital Strength ETF
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―
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JQUA
JPMorgan U.S. Quality Factor 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.
Disclaimer
This 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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