JPIN - ETF AI Analysis

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J.P. Morgan Diversified Return International Equity ETF (JPIN)

Rating:59Neutral

Price Target:―

JPIN’s rating suggests it is a solid but not top-tier international equity ETF, with its quality largely supported by strong, diversified holdings like Rio Tinto and HSBC, which show robust financial performance, reasonable valuations, and positive outlooks. Additional strength comes from companies such as GlaxoSmithKline and Sun Hung Kai Properties, which combine solid fundamentals with supportive technical trends, though some holdings like Orange SA and Antofagasta face issues such as potential overvaluation, cash flow challenges, or weaker momentum that temper the fund’s overall appeal. The main risk factor is its exposure to several stocks showing overbought technical signals or valuation concerns, which could increase volatility if market conditions turn.

Positive Factors

Broad International Diversification

The fund spreads its investments across many countries such as Japan, the UK, Australia, and several European and Asian markets, which helps reduce reliance on any single economy.

Balanced Sector Mix

Holdings are spread across a wide range of sectors, including industrials, real estate, consumer, materials, health care, and utilities, helping to limit the impact if one industry struggles.

Generally Strong Top Holdings Performance

Most of the top positions have shown strong or steady gains so far this year, which has supported the ETF’s overall performance.

Negative Factors

Moderate Expense Ratio

The fund’s fee is not especially low for an ETF, which slightly reduces the net return that investors keep over time.

Heavy Country Concentration

A large portion of assets is concentrated in just a few markets, especially Japan and the UK, increasing the impact of negative news or economic weakness in those countries.

Some Lagging Top Holding

At least one major holding has shown weak performance this year, which can drag on the fund’s overall results if the weakness continues.

JPIN vs. SPDR S&P 500 ETF (SPY)

AUM380.55M

RegionDeveloped Markets

Expense Ratio0.37%

Beta0.55

IssuerJPMorgan

Inception DateNov 05, 2014

Dividend YieldN/A

Asset ClassEquity

Index TrackedJPMorgan Diversified Factor International Equity Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume13,246

30 Day Avg. Volume20,202

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

81.04

Price Target Upside― Downside

Rating ConsensusHold

Number of Analyst Covering402

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

JPIN Summary

JPIN is an international stock ETF from J.P. Morgan that follows the JPMorgan Diversified Factor International Equity Index. It invests in companies outside the U.S., with big exposure to Japan and the UK, and spreads money across many sectors like industrials, real estate, and health care. Well-known holdings include HSBC Holdings and Rolls-Royce. Someone might invest in JPIN to diversify beyond the U.S. market and tap into growth in overseas economies with one simple fund. A key risk is that international stocks can be volatile and can go up or 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 is leaning on a cast of international heavyweights, with Japanese names like Mitsui Kinzoku and Marubeni, plus miners Rio Tinto and Antofagasta, doing much of the heavy lifting as they ride strong, commodity-linked momentum. Sun Hung Kai Properties and Tokyo Gas add a steady, defensive backbone, while HSBC and GSK provide a more traditional financial and healthcare tilt that has been quietly rising rather than sprinting. With a clear bias toward developed markets outside North America and a noticeable tilt to industrials, materials, and real assets, this fund is more global workhorse than flashy tech rocket.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
5706	Mitsui Kinzoku Co	0.63%	$2.39M	¥1.63T	448.19%	69 Neutral
FRES	FRESNILLO	0.52%	$1.97M	£28.83B	454.52%	76 Outperform
8002	Marubeni	0.49%	$1.85M	¥9.69T	140.26%	71 Outperform
RIO	Rio Tinto	0.48%	$1.82M	£124.72B	43.04%	82 Outperform
HSBA	HSBC Holdings	0.48%	$1.82M	£222.90B	47.29%	80 Outperform
ANTO	Antofagasta	0.48%	$1.82M	£39.43B	130.63%	69 Neutral
0016	Sun Hung Kai Properties	0.47%	$1.77M	HK$390.33B	71.30%	74 Outperform
ORA	ORANGE SA	0.47%	$1.76M	€44.88B	58.57%	65 Neutral
CCH	Coca Cola HBC	0.46%	$1.76M	£17.22B	45.38%	78 Outperform
9531	TOKYO GAS Co	0.45%	$1.73M	¥2.79T	70.10%	77 Outperform

JPIN Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

70.99

Positive

100DMA

68.42

Positive

200DMA

65.41

Positive

Market Momentum

MACD

1.51

Negative

RSI

74.65

Negative

STOCH

91.29

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPIN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 74.05, equal to the 50-day MA of 70.99, and equal to the 200-day MA of 65.41, indicating a bullish trend. The MACD of 1.51 indicates Negative momentum. The RSI at 74.65 is Negative, neither overbought nor oversold. The STOCH value of 91.29 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JPIN.

JPIN Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
JPIN	―	―	$380.55M	0.37%	59 Neutral
GSID	―	―	$955.67M	0.20%	66 Neutral
IQDG	―	―	$751.62M	0.42%	66 Neutral
DMXF	―	―	$697.35M	0.12%	65 Neutral
DWM	―	―	$686.84M	0.48%	64 Neutral
NUDM	―	―	$676.32M	0.28%	64 Neutral

Performance Comparison

JPIN

J.P. Morgan Diversified Return International Equity ETF

76.14

21.64

39.71%

GSID

Goldman Sachs MarketBeta International Equity ETF

―

IQDG

WisdomTree International Quality Dividend Growth Fund

―

DMXF

iShares ESG Advanced MSCI EAFE ETF

―

DWM

WisdomTree International Equity Fund

―

NUDM

Nuveen ESG International Developed Markets Equity ETF

―

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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