JPM Dvsd Etf Profile

JPSE -  USA Etf  

USD 42.37  0.11  0.26%

JPM Dvsd is trading at 42.37 as of the 21st of September 2021, a -0.26 percent decrease since the beginning of the trading day. The etf's lowest day price was 42.05. JPM Dvsd has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for JPM Dvsd Rtns are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of August 2021 and ending today, the 21st of September 2021. Click here to learn more.
 Market Performance
0 of 100
  Odds Of Distress
Less than 3

JPM Dvsd Etf Profile

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan Diversified Factor US Small Cap Equity Index. JPM Dvsd is traded on NYSEArca Exchange in the United States. more on JPM Dvsd
JPM Dvsd Rtns generates negative expected return over the last 90 days
JPM Dvsd Rtns is unlikely to experience financial distress in the next 2 years
The fund retains 99.81% of its assets under management (AUM) in equities
Legal NameJPM Dvsd Rtns
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of JPM Dvsd's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyUndervalued
IssuerJPMorgan
DescriptionJPMorgan Diversified Return U.S. Small Cap Equity ETF
Inception Date2016-11-15
BenchmarkRussell 2000 Diversified Factor Index
Entity TypeRegulated Investment Company
Asset Under Management168.35 Million
Average Trading Valume7,977.4
Asset TypeEquity
CategorySize and Style
FocusSmall Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorJ.P. Morgan Investment Management Inc.
AdvisorJ.P. Morgan Investment Management Inc.
CustodianJPMorgan Chase Bank, N.A.
DistributorJPMorgan Distribution Services, Inc.
Portfolio ManagerYazann Romahi, Jonathan Msika, Joe Staines, Steven Yegang Wu
Transfer AgentJPMorgan Chase Bank, N.A.
Fiscal Year End31-Jul
ExchangeNYSE Arca, Inc.
Number of Constituents842
Market MakerJane Street
Total Expense0.97
Management Fee0.29
Nav Price43.53
Two Hundred Day Average43.38
Ytd23.67%
Average Daily Volume In Three Month13.51k
Fifty Two Week Low27.01
As Of Date30th of June 2021
Average Daily Volume Last 10 Day10.79k
Fifty Two Week High45.32
One Month1.19%
Fifty Day Average43.62
Three Month5.10%
JPM Dvsd Rtns [JPSE] is traded in USA and was established 2016-11-15. The fund is listed under Small Blend category and is part of JPMorgan family. JPM Dvsd Rtns currently have 175.18 M in assets under management (AUM). , while the total return for the last 3 years was 13.61%.
Check JPM Dvsd Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on JPM Dvsd Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JPM Dvsd , and the less return is expected.

JPM Dvsd Rtns Currency Exposure (%)

Top JPM Dvsd Rtns Constituents

JPM Dvsd Target Price Odds Analysis

What are JPM Dvsd's target price odds to finish over the current price? Based on a normal probability distribution, the odds of JPM Dvsd jumping above the current price in 90 days from now is under 95%. The JPM Dvsd Rtns probability density function shows the probability of JPM Dvsd etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.3348. This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, JPM Dvsd will likely underperform. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. JPM Dvsd Rtns is significantly underperforming DOW.
 Odds Down 42.37HorizonTargetOdds Up 42.37 
5.37%90 days
 42.37 
94.46%
Based on a normal probability distribution, the odds of JPM Dvsd to move above the current price in 90 days from now is under 95 (This JPM Dvsd Rtns probability density function shows the probability of JPM Dvsd Etf to fall within a particular range of prices over 90 days) .

JPM Dvsd Top Holders

JPM Dvsd Major Institutional Holders

Institutional Holdings refers to the ownership stake in JPM Dvsd that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of JPM Dvsd's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing JPM Dvsd's value.
InstituionSecurity TypeTotal SharesValue
Kossolinger Consulting LlcFund Units601.4 K26.7 M
View JPM Dvsd Diagnostics

JPM Dvsd Rtns Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. JPM Dvsd market risk premium is the additional return an investor will receive from holding JPM Dvsd 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 JPM Dvsd. 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 JPM Dvsd's alpha and beta are two of the key measurements used to evaluate JPM Dvsd's performance over the market, the standard measures of volatility play an important role as well.

JPM Dvsd Rtns Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. Cosine Of JPM Dvsd Rtns Price Series is a trigonometric function that describes price patterns. View also all equity analysis or get more info about cosine of price series math transform indicator.

JPM Dvsd Against Markets

Picking the right benchmark for JPM Dvsd 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 JPM Dvsd 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 JPM Dvsd is critical whether you are bullish or bearish towards JPM Dvsd Rtns at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in JPM Dvsd without increasing your portfolio risk or giving up 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.

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Please see Risk vs Return Analysis. Note that the JPM Dvsd Rtns information on this page should be used as a complementary analysis to other JPM Dvsd's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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When running JPM Dvsd Rtns price analysis, check to measure JPM Dvsd's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPM Dvsd is operating at the current time. Most of JPM Dvsd's value examination focuses on studying past and present price action to predict the probability of JPM Dvsd's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JPM Dvsd's price. Additionally, you may evaluate how the addition of JPM Dvsd to your portfolios can decrease your overall portfolio volatility.
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The market value of JPM Dvsd Rtns is measured differently than its book value, which is the value of JPM Dvsd that is recorded on the company's balance sheet. Investors also form their own opinion of JPM Dvsd's value that differs from its market value or its book value, called intrinsic value, which is JPM Dvsd'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 JPM Dvsd's market value can be influenced by many factors that don't directly affect JPM Dvsd Rtns underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPM Dvsd's value and its price as these two are different measures arrived at by different means. Investors typically determine JPM Dvsd value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPM Dvsd'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.