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JPME - AI Analysis
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JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)
Rating:70Neutral
Price Target:
$117.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Ubiquiti Networks and Ciena, have delivered strong year-to-date gains, supporting overall performance.
Broad Sector Diversification
The ETF is spread across 11 sectors, including Health Care, Technology, and Real Estate, reducing reliance on any single industry.
Low Expense Ratio
The fund charges a competitive expense ratio of 0.24%, making it cost-efficient compared to many actively managed funds.
Negative Factors
Overwhelming U.S. Exposure
With over 99% of its assets invested in U.S. companies, the ETF lacks meaningful international diversification.
Mixed Recent Performance
While the ETF has positive year-to-date returns, its one-month performance has been slightly negative, indicating short-term volatility.
Small Position Sizes
The top holdings each represent less than 1% of the portfolio, which may dilute the impact of strong-performing stocks on overall returns.
JPME vs. SPDR S&P 500 ETF (SPY)
AUM371.56M
RegionNorth America
Expense Ratio0.24%
Beta0.77
IssuerJPMorgan
Inception DateMay 11, 2016
Dividend Yield2%
Asset ClassEquity
Index TrackedJPMorgan Diversified Factor US Mid Cap Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,836
30 Day Avg. Volume7,263
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
123.54Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering352
JPME Summary
The JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) is an investment fund that focuses on mid-sized U.S. companies, offering a mix of growth potential and stability. It follows the JPMorgan Diversified Factor US Mid Cap Equity Index, which uses a strategy to balance returns and manage risks. Some of its holdings include well-known companies like Ciena and Xcel Energy. Investors might consider this ETF for diversification and exposure to the mid-cap market, which can provide opportunities for steady growth. However, new investors should be aware that the ETF's performance can fluctuate with the overall market, especially since it focuses on mid-cap stocks.
How much will it cost me?The expense ratio for the JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) is 0.24%, which means you’ll pay $2.40 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it uses a strategic approach to mid-cap investing while keeping costs relatively low.
What would affect this ETF?The JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) could benefit from economic growth in the U.S., as mid-cap companies often thrive during periods of expansion and innovation, particularly in sectors like technology and healthcare, which are key exposures for this ETF. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially in sectors like real estate and utilities that are sensitive to borrowing costs. Regulatory changes or shifts in consumer spending could also influence the performance of top holdings such as NRG Energy and Tapestry.
JPME Top 10 Holdings
The JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) is leaning on steady performers like Ciena and Ubiquiti Networks, whose strong financial results and strategic moves are helping drive the fund forward. However, names like Lumentum Holdings are lagging, with financial challenges dampening their momentum despite some technical strength. The ETF showcases a balanced sector mix, with notable exposure to health care, technology, and real estate, reflecting its diversified approach. Focused entirely on U.S. mid-cap stocks, JPME offers a blend of growth potential and stability, though some holdings may face valuation concerns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ciena | 0.60% | $2.23M | $26.70B | 192.85% | 70 Outperform | |
| Ubiquiti Networks | 0.50% | $1.86M | $46.80B | 194.83% | 71 Outperform | |
| Medpace Holdings | 0.49% | $1.85M | $16.47B | 83.62% | 79 Outperform | |
| Monolithic Power | 0.47% | $1.75M | $52.40B | 18.95% | 78 Outperform | |
| Quanta Services | 0.46% | $1.72M | $66.11B | 43.98% | 76 Outperform | |
| Lumentum Holdings | 0.45% | $1.69M | $15.20B | 227.90% | 54 Neutral | |
| EMCOR Group | 0.45% | $1.68M | $34.78B | 79.96% | 77 Outperform | |
| Tapestry | 0.44% | $1.66M | $23.38B | 133.30% | 64 Neutral | |
| NRG Energy | 0.44% | $1.66M | $34.53B | 101.81% | 59 Neutral | |
| Xcel Energy | 0.44% | $1.66M | $47.13B | 26.39% | 68 Neutral |
JPME Technical Analysis
Neutral
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Price Trends
107.71
Negative
105.81
Positive
102.91
Positive
Market Momentum
-0.08
Positive
41.74
Neutral
21.58
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPME, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 107.54, equal to the 50-day MA of 107.71, and equal to the 200-day MA of 102.91, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 41.74 is Neutral, neither overbought nor oversold. The STOCH value of 21.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JPME.
JPME Peer Comparison
Comparison Results
Performance Comparison
JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
106.10
4.85
4.79%
EZM
WisdomTree U.S. MidCap Fund
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XMLV
Invesco S&P MidCap Low Volatility ETF
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BKMC
BNY Mellon US Mid Cap Core Equity ETF
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GRPM
Invesco S&P MidCap 400 GARP ETF
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PTMC
Pacer Trendpilot US Mid Cap 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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