JPME - ETF AI Analysis
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JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, such as technology, real estate, industrials, health care, and utilities, which helps reduce the impact of weakness in any single industry.
Healthy Top Holdings Performance
Most of the top 10 stocks have delivered strong year-to-date results, supporting the fund’s overall performance.
Negative Factors
Single-Country Concentration
Almost all assets are invested in U.S. companies, so the fund is heavily exposed to the U.S. economy and market conditions.
Moderate Expense Ratio
While not extremely high, the fund’s fee is higher than the cheapest index ETFs, which slightly reduces net returns over time.
Mid-Cap Volatility Risk
Because the ETF focuses on mid-sized companies, it may experience larger price swings than funds that hold more large, established firms.
JPME vs. SPDR S&P 500 ETF (SPY)
AUM445.99M
RegionNorth America
Expense Ratio0.24%
Beta0.69
IssuerJPMorgan
Inception DateMay 11, 2016
Dividend Yield1.83%
Asset ClassEquity
Index TrackedJPMorgan Diversified Factor US Mid Cap Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,574
30 Day Avg. Volume13,514
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
138.43Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering351
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JPME Summary
JPME is the JPMorgan Diversified Return U.S. Mid Cap Equity ETF, which tracks the JPMorgan Diversified Factor US Mid Cap Equity Index. It invests in medium‑sized U.S. companies across many sectors, including technology, health care, real estate, and more. Well-known holdings include Western Digital and Corning. Investors might consider this ETF if they want growth potential from mid-sized companies along with broad diversification instead of betting on just a few stocks. A key risk is that mid-cap stocks can be more volatile than large, established companies, so the ETF’s value can go up and down with the market.
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
JPME’s story is all about U.S. mid-caps riding the tech and industrials wave. Western Digital, Ciena, and Lumentum are doing the heavy lifting, with rising momentum tied to data, networking, and AI themes. Flex and Quanta Services are also pulling their weight, helped by strong demand in manufacturing and infrastructure. On the flip side, Devon Energy looks a bit sluggish, with more muted gains as energy sentiment cools. Overall, the fund is broadly diversified across sectors but leans into tech-driven names, all firmly rooted in the U.S. market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Western Digital | 0.81% | $3.56M | $183.09B | 930.48% | 77 Outperform | |
| Ciena | 0.76% | $3.34M | $80.62B | 624.74% | 70 Outperform | |
| Lumentum Holdings | 0.72% | $3.19M | $66.96B | 1082.84% | 61 Neutral | |
| Devon Energy | 0.65% | $2.87M | $50.86B | 47.02% | 79 Outperform | |
| Corning | 0.64% | $2.84M | $157.47B | 265.32% | 74 Outperform | |
| Monolithic Power | 0.62% | $2.75M | $80.24B | 136.62% | 75 Outperform | |
| Jabil | 0.58% | $2.56M | $38.37B | 116.99% | 73 Outperform | |
| Flex | 0.56% | $2.49M | $53.07B | 256.45% | 74 Outperform | |
| Element Solutions | 0.56% | $2.48M | $10.21B | 98.46% | 65 Neutral | |
| Quanta Services | 0.56% | $2.45M | $109.56B | 107.77% | 78 Outperform |
JPME Technical Analysis
Positive
―
Price Trends
118.74
Positive
116.88
Positive
111.88
Positive
Market Momentum
0.73
Negative
59.16
Neutral
84.71
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPME, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 120.80, equal to the 50-day MA of 118.74, and equal to the 200-day MA of 111.88, indicating a bullish trend. The MACD of 0.73 indicates Negative momentum. The RSI at 59.16 is Neutral, neither overbought nor oversold. The STOCH value of 84.71 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JPME.
JPME Peer Comparison
Comparison Results
Performance Comparison
JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
122.01
22.67
22.82%
EZM
WisdomTree U.S. MidCap Fund
―
―
―
XMLV
Invesco S&P MidCap Low Volatility ETF
―
―
―
BKMC
BNY Mellon US Mid Cap Core Equity ETF
―
―
―
GRPM
Invesco S&P MidCap 400 GARP ETF
―
―
―
QVMM
Invesco S&P MidCap 400 QVM Multi-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.
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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