Jpmorgan Diversified Return Etf Profile
| JPME Etf | USD 93.81 0.79 0.84% |
Performance8 of 100
| Odds Of DistressLess than 9
|
JPMorgan Diversified is trading at 93.81 as of the 16th of April 2024, a -0.84 percent down since the beginning of the trading day. The etf's lowest day price was 93.54. JPMorgan Diversified has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for JPMorgan Diversified Return are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in securities included in the underlying index. JPM Dvsd is traded on NYSEARCA Exchange in the United States. More on JPMorgan Diversified Return
Moving together with JPMorgan Etf
| 0.94 | VO | Vanguard Mid Cap | PairCorr |
| 0.99 | IJH | iShares Core SP | PairCorr |
| 0.94 | IWR | iShares Russell Mid | PairCorr |
| 0.92 | MDY | SPDR SP MIDCAP | PairCorr |
| 0.9 | FV | First Trust Dorsey | PairCorr |
| 0.9 | IVOO | Vanguard SP Mid | PairCorr |
| 1.0 | JHMM | John Hancock Multifactor | PairCorr |
Moving against JPMorgan Etf
| 0.63 | TSL | GraniteShares 125x Long | PairCorr |
JPMorgan Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. JPMorgan Diversified's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding JPMorgan Diversified or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Mid Cap ETFs, Mid-Cap Blend, JPMorgan (View all Sectors) |
| Issuer | JPMorgan |
| Inception Date | 2016-05-11 |
| Benchmark | JP Morgan Diversified Factor US Mid Cap Equity Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 369.35 Million |
| Average Trading Valume | 14,622.8 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Mid Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | J.P. Morgan Investment Management Inc. |
| Advisor | J.P. Morgan Investment Management Inc. |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | JPMorgan Distribution Services, Inc. |
| Portfolio Manager | Yazann Romahi, Jonathan Msika, Joe Staines, Steven Yegang Wu |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-Jul |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 404 |
| Market Maker | Jane Street |
| Total Expense | 0.24 |
| Management Fee | 0.24 |
| Country Name | USA |
| Returns Y T D | 3.23 |
| Name | JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
| Currency Code | USD |
| Open Figi | BBG00CVTZCJ0 |
| In Threey Volatility | 18.2 |
| 1y Volatility | 16.89 |
| 200 Day M A | 89.2577 |
| 50 Day M A | 95.0211 |
| Code | JPME |
| Updated At | 14th of April 2024 |
| Currency Name | US Dollar |
JPMorgan Diversified Return [JPME] is traded in USA and was established 2016-05-11. The fund is listed under Mid-Cap Blend category and is part of JPMorgan family. The entity is thematically classified as Size And Style ETFs. JPMorgan Diversified currently have 244.62 M in assets under management (AUM). , while the total return for the last 3 years was 5.6%.
Check JPMorgan Diversified Probability Of Bankruptcy
Geographic Allocation (%)
JPMorgan Diversified Currency Exposure
JPMorgan Diversified Return holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of JPMorgan Diversified will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in JPMorgan Diversified Return.
Top JPMorgan Diversified Return Etf Constituents
| FCX | Freeport McMoran Copper Gold | Stock | Materials |
| MSI | Motorola Solutions | Stock | Information Technology |
| HSY | Hershey Co | Stock | Consumer Staples |
| CRL | Charles River Laboratories | Stock | Health Care |
| RS | Reliance Steel Aluminum | Stock | Materials |
| SNPS | Synopsys | Stock | Information Technology |
| NEM | Newmont Goldcorp Corp | Stock | Materials |
JPMorgan Diversified Top Holders
| PFSEX | Riskproreg 30 Fund | Mutual Fund | World Large-Stock Blend |
JPMorgan Diversified Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. JPMorgan Diversified market risk premium is the additional return an investor will receive from holding JPMorgan Diversified long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in JPMorgan Diversified. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although JPMorgan Diversified's alpha and beta are two of the key measurements used to evaluate JPMorgan Diversified's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0689 | |||
| Jensen Alpha | 0.0661 | |||
| Total Risk Alpha | 0.0073 | |||
| Sortino Ratio | 0.0198 |
JPMorgan Diversified Against Markets
Picking the right benchmark for JPMorgan Diversified etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in JPMorgan Diversified etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for JPMorgan Diversified is critical whether you are bullish or bearish towards JPMorgan Diversified Return at a given time. Please also check how JPMorgan Diversified's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in JPMorgan Diversified without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Piotroski F Score Now
Piotroski F ScoreGet Piotroski F Score based on the binary analysis strategy of nine different fundamentals |
| All Next | Launch Module |
How to buy JPMorgan Etf?
Before investing in JPMorgan Diversified, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in JPMorgan Diversified. To buy JPMorgan Diversified etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of JPMorgan Diversified. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase JPMorgan Diversified etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located JPMorgan Diversified Return etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased JPMorgan Diversified Return etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as JPMorgan Diversified Return, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy JPMorgan Etf please use our How to Invest in JPMorgan Diversified guide.
Already Invested in JPMorgan Diversified Return?
The danger of trading JPMorgan Diversified Return is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of JPMorgan Diversified is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than JPMorgan Diversified. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile JPMorgan Diversified is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether JPMorgan Diversified is a strong investment it is important to analyze JPMorgan Diversified's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Diversified's future performance. For an informed investment choice regarding JPMorgan Etf, refer to the following important reports: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Diversified Return. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Stocks Directory module to find actively traded stocks across global markets.
The market value of JPMorgan Diversified is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Diversified's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Diversified's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Diversified's market value can be influenced by many factors that don't directly affect JPMorgan Diversified's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Diversified is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Diversified's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.