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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
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, with meaningful exposure to technology, industrials, financials, health care, and consumer stocks, which helps reduce reliance on any single industry.
Solid Overall Recent Performance
The ETF has shown steady gains over the year and in recent months, indicating its momentum strategy has been working in the current market.
Negative Factors
Heavy U.S.-Only Exposure
Almost all assets are invested in U.S. companies, so the fund offers little geographic diversification if the U.S. market struggles.
Tech and Growth Tilt
A large weight in technology and other growth-oriented sectors means the fund may be more sensitive to market swings in these areas.
Mixed Performance Among Top Holdings
Several of the largest positions, including major technology names, have shown weak or lagging performance this year, which could drag on future returns if the trend continues.
JMOM vs. SPDR S&P 500 ETF (SPY)
AUM1.95B
RegionNorth America
Expense Ratio0.12%
Beta1.06
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. Volume200,474
30 Day Avg. Volume89,010
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
82.78Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering268
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JMOM Summary
JMOM is the JPMorgan U.S. Momentum Factor ETF, which follows the JP Morgan US Momentum Factor Index. It invests in large U.S. companies whose stock prices have been rising strongly, with a big tilt toward technology and other major sectors. Well-known holdings include Apple, Microsoft, Alphabet (Google), and Nvidia. Someone might invest in JMOM if they want growth potential from stocks that have been recent winners, while still spreading money across many big companies. A key risk is that momentum stocks can fall quickly when trends reverse, so the ETF’s value can go up and down sharply with the 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 leaning hard into U.S. mega-cap momentum, with Big Tech and chip names setting the tone. Alphabet is one of the bright spots, still rising on the back of its AI and cloud story, while Micron has been a real engine lately as demand for AI-related memory heats up. On the flip side, Microsoft, Meta, and Apple have been losing steam, turning from leaders into mild drags. Broadcom’s performance looks mixed, and steady retailers like Walmart and Costco help cushion volatility, but the fund’s story is still dominated by U.S. tech momentum—for better or worse.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Meta Platforms | 2.13% | $41.31M | $1.81T | 3.96% | 76 Outperform | |
| Nvidia | 2.05% | $39.78M | $4.64T | 59.18% | 76 Outperform | |
| Alphabet Class A | 2.05% | $39.68M | $4.08T | 65.67% | 85 Outperform | |
| Apple | 1.80% | $34.92M | $3.81T | 9.95% | 79 Outperform | |
| Microsoft | 1.74% | $33.81M | $3.20T | 3.67% | 79 Outperform | |
| Micron | 1.72% | $33.25M | $466.95B | 354.71% | 79 Outperform | |
| Berkshire Hathaway B | 1.70% | $32.92M | $1.04T | 2.53% | 66 Neutral | |
| Broadcom | 1.65% | $31.94M | $1.57T | 49.73% | 76 Outperform | |
| Walmart | 1.56% | $30.32M | $949.57B | 21.37% | 78 Outperform | |
| Costco | 1.39% | $26.89M | $417.35B | -4.04% | 72 Outperform |
JMOM Technical Analysis
Positive
―
Price Trends
68.92
Positive
68.30
Positive
65.07
Positive
Market Momentum
0.46
Positive
51.93
Neutral
68.52
Neutral
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 70.17, equal to the 50-day MA of 68.92, and equal to the 200-day MA of 65.07, indicating a neutral trend. The MACD of 0.46 indicates Positive momentum. The RSI at 51.93 is Neutral, neither overbought nor oversold. The STOCH value of 68.52 is Neutral, 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
70.07
9.39
15.47%
MGC
Vanguard Mega Cap ETF
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―
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PRF
Invesco FTSE RAFI US 1000 ETF
―
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QYLD
Global X NASDAQ 100 Covered Call ETF
―
―
―
QQQI
NEOS Nasdaq 100 High Income ETF
―
―
―
FTCS
First Trust Capital Strength 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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