JMOM - ETF AI Analysis
Top Page
JPMorgan U.S. Momentum Factor ETF (JMOM)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past month and year-to-date, indicating solid recent momentum.
Low Expense Ratio
The fund charges relatively low fees, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, with meaningful exposure beyond just technology, helping reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, offering little diversification across global markets.
Tech-Weighted Portfolio
A large share of the fund is in technology stocks, which can make the ETF more sensitive to swings in that sector.
Mixed Performance Among Top Holdings
Some major positions, including well-known large-cap names, have shown weak or negative performance this year, which could drag on overall returns if the trend continues.
JMOM vs. SPDR S&P 500 ETF (SPY)
AUM2.49B
RegionNorth America
Expense Ratio0.12%
Beta1.05
IssuerJPMorgan
Inception DateNov 08, 2017
Dividend Yield0.74%
Asset ClassEquity
Index TrackedJP Morgan US Momentum Factor Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume88,348
30 Day Avg. Volume87,385
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
99.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering290
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JMOM Summary
JMOM is the JPMorgan U.S. Momentum Factor ETF, which follows the JP Morgan US Momentum Factor Index. It invests in large U.S. companies whose stock prices have been rising strongly, with a big focus on technology and other major sectors. Well-known holdings include Apple, Microsoft, Nvidia, and Alphabet (Google). Someone might invest in JMOM if they want growth potential from stocks that have recently been strong, while still spreading money across many big companies. A key risk is that momentum stocks can fall quickly when trends reverse, so the share price can go up and down sharply with the market.
How much will it cost me?The JPMorgan U.S. Momentum Factor ETF (JMOM) has an expense ratio of 0.12%, meaning you’ll pay $1.20 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking a specific index rather than relying on active stock picking.
What would affect this ETF?JMOM's focus on large-cap U.S. stocks with strong momentum characteristics could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings. However, the ETF may face challenges if interest rates rise or economic conditions weaken, as these factors can negatively impact high-growth sectors like technology and consumer cyclical industries. Regulatory changes affecting major companies in its top holdings, such as Nvidia, Microsoft, and Meta Platforms, could also influence its performance.
JMOM Top 10 Holdings
JMOM is riding a powerful U.S. tech wave, with chip makers like Micron and Lam Research doing much of the heavy lifting as their momentum in AI and high-end semiconductors keeps pushing the fund forward. AMD and Intel are also in the mix, adding steady, if sometimes choppy, support. Big Tech names like Alphabet and Nvidia have recently cooled a bit, so they’re no longer sprinting but still setting the tone. With a heavy tilt toward U.S. technology and only lighter exposure to other sectors, this ETF lives and dies by America’s momentum stocks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Advanced Micro Devices | 2.14% | $53.14M | $893.78B | 230.55% | 73 Outperform | |
| Nvidia | 2.05% | $51.05M | $5.13T | 24.00% | 76 Outperform | |
| Broadcom | 2.03% | $50.51M | $1.85T | 40.41% | 76 Outperform | |
| Apple | 2.02% | $50.35M | $4.62T | 55.83% | 79 Outperform | |
| Micron | 2.00% | $49.67M | $1.11T | 676.67% | 79 Outperform | |
| Alphabet Class A | 1.99% | $49.57M | $4.36T | 102.72% | 85 Outperform | |
| Johnson & Johnson | 1.81% | $45.16M | $611.07B | 49.91% | 78 Outperform | |
| Meta Platforms | 1.79% | $44.61M | $1.68T | -3.07% | 76 Outperform | |
| Microsoft | 1.59% | $39.53M | $2.86T | -21.75% | 79 Outperform | |
| Intel | 1.41% | $35.14M | $541.60B | 353.90% | 64 Neutral |
JMOM Technical Analysis
Neutral
―
Price Trends
81.74
Negative
76.42
Positive
72.46
Positive
Market Momentum
0.31
Positive
45.57
Neutral
28.60
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JMOM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 83.48, equal to the 50-day MA of 81.74, and equal to the 200-day MA of 72.46, indicating a neutral trend. The MACD of 0.31 indicates Positive momentum. The RSI at 45.57 is Neutral, neither overbought nor oversold. The STOCH value of 28.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JMOM.
JMOM Peer Comparison
Comparison Results
Performance Comparison
JMOM
JPMorgan U.S. Momentum Factor ETF
81.67
17.78
27.83%
PRF
Invesco FTSE RAFI US 1000 ETF
―
―
―
RWL
Invesco S&P 500 Revenue ETF
―
―
―
VONE
Vanguard Russell 1000 ETF
―
―
―
QYLD
Global X NASDAQ 100 Covered Call ETF
―
―
―
VFLO
VictoryShares Free Cash Flow 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.
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: ―
Table of Contents