JPME - ETF AI Analysis

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JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)

Rating:70Outperform

Price Target:―

JPME, the JPMorgan Diversified Return U.S. Mid Cap Equity ETF, has an overall rating that suggests it is a solid but not flawless choice, supported by several strong underlying companies. Standout holdings like TechnipFMC and Royal Gold help lift the fund’s quality through strong financial performance, positive trends, and healthy balance sheets, while names like Lumentum and Ubiquiti add some risk due to weaker technical momentum, higher valuations, or operational concerns. The main risk factor is that several holdings show signs of overbought or bearish technical trends and valuation pressures, which could increase volatility even though the overall mix remains reasonably well balanced.

Positive Factors

Strong Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Well-Performing Top Holdings

Many of the largest positions, such as Alcoa, Royal Gold, Celsius Holdings, and Western Digital, have delivered strong year-to-date results that support the fund’s overall performance.

Broad Sector Diversification

The portfolio is spread across many sectors, including health care, industrials, real estate, consumer stocks, technology, utilities, and energy, which helps reduce the impact of weakness in any single area.

Negative Factors

Heavy U.S. Concentration

With almost all assets invested in U.S. companies and only a very small allocation to Canada, the fund offers limited geographic diversification.

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.

Moderate Expense Ratio

While not especially high, the fund’s expense ratio is not among the very cheapest, so fees still slightly reduce investors’ net returns over time.

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

AUM394.86M

RegionNorth America

Expense Ratio0.24%

Beta0.73

IssuerJPMorgan

Inception DateMay 11, 2016

Dividend Yield1.94%

Asset ClassEquity

Index TrackedJPMorgan Diversified Factor US Mid Cap Equity Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume6,757

30 Day Avg. Volume10,435

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

131.03

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering346

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

JPME Summary

JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) tracks the JPMorgan Diversified Factor US Mid Cap Equity Index, focusing on medium‑sized U.S. companies. It spreads investments across many sectors, including health care, industrials, real estate, and technology. Well-known holdings include Alcoa and Western Digital. Investors might consider JPME for growth potential that sits between small and large companies, along with broad diversification across industries. However, because it invests in mid-cap stocks, the share price can be more volatile and can go up and down with the overall stock 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 less about one star and more about a deep mid-cap bench, with several players quietly pulling their weight. Tech-oriented names like Western Digital, Teradyne, and Ciena have been rising, helped by AI and cloud demand, giving the fund a helpful tailwind. Materials and gold plays such as Alcoa and Royal Gold are more mixed, occasionally losing steam and softening the overall punch. With exposure spread across U.S. sectors from industrials to real estate, the ETF avoids heavy concentration in any single name while staying firmly rooted in the domestic mid-cap arena.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
LITE	Lumentum Holdings	0.78%	$3.10M	$43.99B	921.88%	61 Neutral
CIEN	Ciena	0.65%	$2.58M	$47.63B	440.57%	70 Outperform
WDC	Western Digital	0.61%	$2.44M	$88.55B	521.41%	77 Outperform
CF	Cf Industries Holdings	0.59%	$2.36M	$20.90B	77.04%	72 Outperform
TER	Teradyne	0.58%	$2.30M	$44.87B	235.88%	71 Outperform
AA	Alcoa	0.57%	$2.26M	$17.39B	104.05%	76 Outperform
FTI	TechnipFMC	0.54%	$2.14M	$25.01B	135.92%	80 Outperform
RGLD	Royal Gold	0.52%	$2.09M	$22.88B	75.74%	78 Outperform
CRS	Carpenter Technology	0.51%	$2.03M	$18.79B	113.85%	75 Outperform
UI	Ubiquiti Networks	0.51%	$2.03M	$45.38B	146.79%	60 Neutral

JPME Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

115.14

Negative

100DMA

111.36

Positive

200DMA

107.93

Positive

Market Momentum

MACD

-0.33

Positive

RSI

35.78

Neutral

STOCH

13.99

Positive

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 117.46, equal to the 50-day MA of 115.14, and equal to the 200-day MA of 107.93, indicating a neutral trend. The MACD of -0.33 indicates Positive momentum. The RSI at 35.78 is Neutral, neither overbought nor oversold. The STOCH value of 13.99 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JPME.

JPME Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
JPME	―	―	$394.86M	0.24%	70 Outperform
EZM	―	―	$834.42M	0.38%	70 Neutral
XMLV	―	―	$747.37M	0.25%	71 Outperform
BKMC	―	―	$595.04M	0.04%	69 Neutral
GRPM	―	―	$479.08M	0.35%	74 Outperform
QVMM	―	―	$391.84M	0.15%	71 Outperform

Performance Comparison

JPME

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

113.57

14.49

14.62%

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

―

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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