JPIN - ETF AI Analysis
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J.P. Morgan Diversified Return International Equity ETF (JPIN)
Rating:58Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Broad International Diversification
Holdings spread across many countries such as Japan, the UK, Australia, and several European and Asian markets help reduce reliance on any single economy.
Multiple Sector Exposure
The fund invests across a wide range of sectors, including industrials, consumer stocks, real estate, health care, utilities, and more, which can help smooth out sector-specific ups and downs.
Negative Factors
Moderate Expense Ratio
The fund’s fee is not extremely high but is also not among the cheapest, which slightly reduces net returns over time.
Concentration in Japan and the UK
A large share of assets is invested in Japan and the UK, so negative developments in these markets could have an outsized impact on the ETF.
Some Lagging Top Holdings
A few of the largest positions, such as certain banks and an airline, have shown weaker performance this year, which can drag on overall returns.
JPIN vs. SPDR S&P 500 ETF (SPY)
AUM351.08M
RegionDeveloped Markets
Expense Ratio0.37%
Beta0.61
IssuerJPMorgan
Inception DateNov 05, 2014
Dividend Yield4.27%
Asset ClassEquity
Index TrackedJPMorgan Diversified Factor International Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,972
30 Day Avg. Volume11,887
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
82.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering464
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JPIN Summary
JPIN is the J.P. Morgan Diversified Return International Equity ETF, which follows the JPMorgan Diversified Factor International Equity Index. It invests in a wide mix of companies outside the U.S. across many countries like Japan and the UK and many sectors, from industrials to health care and utilities. Well-known holdings include HSBC and Shell. Someone might invest in JPIN to diversify beyond the U.S. stock market and spread risk across many international companies and industries. A key risk is that international stocks can go up and down with global markets and currency swings.
How much will it cost me?The J.P. Morgan Diversified Return International Equity ETF (JPIN) has an expense ratio of 0.37%, which means you’ll pay $3.70 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it uses a rules-based strategy to select stocks with strong fundamentals and momentum, offering a more tailored approach to international diversification.
What would affect this ETF?JPIN's focus on developed markets outside North America and its diversified sector exposure, including industrials and consumer defensive, could benefit from stable economic growth and increased global trade. However, potential risks include regulatory changes in key regions and economic slowdowns in Europe or Asia, which could negatively impact its top holdings in mining, energy, and utilities sectors.
JPIN Top 10 Holdings
JPIN’s performance story is being written mostly overseas, with a clear tilt toward developed markets outside North America and a noticeable industrials and materials flavor. Tokyo Electron has been a key engine, riding the global semiconductor upswing, while Rio Tinto has been steadily climbing on the back of firm commodity demand. Mitsui Kinzoku looks more mixed, adding some bumpiness to returns, and NGK Spark Plug has recently lost a bit of spark after a softer stretch. Overall, no single stock dominates, keeping the fund broadly diversified despite its industrial and materials lean.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 1.38% | $5.02M | ― | ― | ― | |
| ― | 1.14% | $4.15M | ― | ― | ― | |
| ― | 0.76% | $2.77M | ― | ― | ― | |
| Tokyo Electron | 0.68% | $2.49M | ¥34.26T | 208.65% | 73 Outperform | |
| Mitsui Kinzoku Co | 0.57% | $2.08M | ¥2.79T | 381.16% | 69 Neutral | |
| NGK SPARK PLUG CO | 0.56% | $2.04M | ¥2.15T | 45.80% | 79 Outperform | |
| Lenovo Group | 0.56% | $2.03M | HK$294.98B | 171.00% | 70 Outperform | |
| SoftBank Group | 0.55% | $2.02M | ¥40.59T | 194.10% | 64 Neutral | |
| Standard Chartered | 0.49% | $1.79M | £44.50B | 76.59% | 77 Outperform | |
| Sumitomo Mitsui Financial Group | 0.49% | $1.78M | ¥24.74T | 73.47% | 77 Outperform |
JPIN Technical Analysis
Negative
―
Price Trends
73.14
Negative
72.52
Negative
69.20
Positive
Market Momentum
-0.15
Positive
41.34
Neutral
10.81
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPIN, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 73.19, equal to the 50-day MA of 73.14, and equal to the 200-day MA of 69.20, indicating a neutral trend. The MACD of -0.15 indicates Positive momentum. The RSI at 41.34 is Neutral, neither overbought nor oversold. The STOCH value of 10.81 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JPIN.
JPIN Peer Comparison
Comparison Results
Performance Comparison
JPIN
J.P. Morgan Diversified Return International Equity ETF
72.26
11.39
18.71%
JHMD
John Hancock Multifactor Developed International ETF
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IQDG
WisdomTree International Quality Dividend Growth Fund
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NUDM
Nuveen ESG International Developed Markets Equity ETF
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DWM
WisdomTree International Equity Fund
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EFAX
SPDR MSCI EAFE Fossil Fuel Free 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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