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 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)
AUM422.06M
RegionNorth America
Expense Ratio0.24%
Beta0.71
IssuerJPMorgan
Inception DateMay 11, 2016
Dividend Yield1.87%
Asset ClassEquity
Index TrackedJPMorgan Diversified Factor US Mid Cap Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume20,077
30 Day Avg. Volume14,491
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
132.52Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering352
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 right now is a mid-cap fund quietly powered by a mix of U.S. tech and energy names. On the tech side, Ciena, Western Digital, and Lumentum have been rising, giving the ETF a helpful tailwind as demand tied to AI and cloud spending picks up. Teradyne is more mixed, with recent trading a bit choppy, so it’s not pulling its full weight. In the real-world economy camp, CF Industries and APA are climbing, showing that old-school materials and energy are still key drivers in this all‑U.S. portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ciena | 0.64% | $2.71M | $67.86B | 686.78% | 70 Outperform | |
| Lumentum Holdings | 0.62% | $2.62M | $62.20B | 1563.83% | 61 Neutral | |
| Western Digital | 0.53% | $2.25M | $118.72B | 877.55% | 77 Outperform | |
| Corning | 0.53% | $2.25M | $150.47B | 313.64% | 74 Outperform | |
| Teradyne | 0.52% | $2.18M | $57.95B | 401.12% | 71 Outperform | |
| Monolithic Power | 0.51% | $2.13M | $67.40B | 152.13% | 75 Outperform | |
| ― | 0.51% | $2.13M | ― | ― | ― | |
| Alcoa | 0.48% | $2.00M | $19.34B | 191.08% | 76 Outperform | |
| Jabil | 0.47% | $1.98M | $32.22B | 125.79% | 73 Outperform | |
| Ubiquiti Networks | 0.47% | $1.97M | $57.56B | 213.74% | 60 Neutral |
JPME Technical Analysis
Positive
―
Price Trends
116.22
Positive
113.02
Positive
109.20
Positive
Market Momentum
1.03
Negative
61.70
Neutral
92.82
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 115.46, equal to the 50-day MA of 116.22, and equal to the 200-day MA of 109.20, indicating a bullish trend. The MACD of 1.03 indicates Negative momentum. The RSI at 61.70 is Neutral, neither overbought nor oversold. The STOCH value of 92.82 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
118.52
26.26
28.46%
EZM
WisdomTree U.S. MidCap Fund
―
―
―
XMLV
Invesco S&P MidCap Low Volatility ETF
―
―
―
GRPM
Invesco S&P MidCap 400 GARP ETF
―
―
―
BKMC
BNY Mellon US Mid Cap Core Equity 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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