JMOM - ETF AI Analysis
Top Page
JPMorgan U.S. Momentum Factor ETF (JMOM)
JMOM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.78B
- Region
- North America
- Expense Ratio
- 0.12%
- Beta
- 1.07
- Issuer
- JPMorgan
- Inception Date
- Nov 08, 2017
- Dividend Yield
- 0.78%
- Asset Class
- Equity
- Index Tracked
- JP Morgan US Momentum Factor Index
JMOM Summary
JMOM is the JPMorgan U.S. Momentum Factor ETF, which follows the JP Morgan US Momentum Factor Index. It focuses on large U.S. companies whose stock prices have been rising strongly, aiming to ride those upward trends. The fund is heavily invested in technology and other major sectors, and holds well-known names like Apple, Microsoft, Nvidia, and Walmart. Someone might invest in JMOM to seek growth by owning a basket of strong-performing U.S. stocks in one simple investment. A key risk is that momentum stocks can fall quickly if trends reverse, and the fund can go up and down sharply with the stock market.
How much will it cost me?
JMOM has an expense ratio of 0.12%, which means you’ll pay about $1.20 per year for every $1,000 invested. This cost is lower than the average stock ETF because it uses a relatively efficient, rules-based momentum strategy rather than being fully actively managed.
What would affect this ETF?
JMOM could benefit if large U.S. technology and other growth-focused companies like Microsoft, Apple, and Nvidia continue to perform well, especially in a stable or falling interest rate environment that supports higher stock prices. On the other hand, it could be hurt if tech stocks fall out of favor, if the U.S. economy slows sharply, or if changing regulations and market swings cause momentum-driven strategies to lag the broader market.
JMOM Top 10 Holdings
JMOM is riding a powerful U.S. tech momentum wave, with heavy exposure to chip makers and Big Tech names. Nvidia and AMD have been key engines, rising over the year even if their recent moves look a bit choppy, while Micron has been a standout winner that’s giving the fund extra thrust. Apple and Microsoft are steadier contributors, helping smooth out volatility. On the flip side, Alphabet has been lagging lately, acting as a mild brake. Outside tech, defensive giants like Johnson & Johnson and Walmart add stability, keeping this U.S.-only, large-cap portfolio from feeling too turbocharged.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AMD | Advanced Micro Devices | 2.40% | $66.45M | $824.07B | 98.09% | 73Outperform |
 AAPL | Apple | 2.21% | $61.09M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 2.15% | $59.44M | $3.88T | -0.73% | 79Outperform |
 AVGO | Broadcom | 1.95% | $54.01M | $1.56T | -13.38% | 76Outperform |
 MU | Micron | 1.86% | $51.49M | $1.00T | 294.96% | 79Outperform |
 GOOGL | Alphabet Class A | 1.70% | $46.98M | $3.41T | -0.58% | 85Outperform |
 NVDA | Nvidia | 1.88% | $51.96M | $4.93T | 0.86% | 76Outperform |
 JNJ | Johnson & Johnson | 1.91% | $52.77M | $657.68B | 44.51% | 78Outperform |
 PLTR | Palantir Technologies | 1.35% | $37.34M | $442.43B | -5.37% | 74Outperform |
 INTC | Intel | 1.27% | $35.31M | $347.61B | 63.75% | 64Neutral |
JMOM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JMOM, the sentiment is Negative. The current price of 79.52 is below the 20-day moving average (MA) of 82.33, below the 50-day MA of 82.61, and above the 200-day MA of 77.85, indicating a neutral trend. The MACD of -0.68 indicates Positive momentum. The RSI at 38.73 is Neutral, neither overbought nor oversold. The STOCH value of 69.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JMOM.
JMOM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| JMOM | $79.52 | $88.00(10.66% Upside) | $2.78B | 0.12% | 72Outperform |
 JQUA | $75.52 | $89.30(18.25% Upside) | $9.70B | 0.12% | 73Outperform |
 VONE | $341.66 | $429.11(25.60% Upside) | $9.54B | 0.06% | 73Outperform |
 FELC | $42.70 | $52.71(23.44% Upside) | $8.88B | 0.18% | 74Outperform |
 QYLD | $17.89 | $23.77(32.87% Upside) | $8.41B | 0.60% | 74Outperform |
 TCAF | $42.82 | $53.78(25.60% Upside) | $8.15B | 0.31% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JMOM | JPMorgan U.S. Momentum Factor ETF | 79.52 | 11.32 | 16.60% | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 75.52 | 13.70 | 22.17% | |
| VONE | Vanguard Russell 1000 ETF | 341.66 | 35.48 | 11.59% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 42.70 | 4.97 | 13.16% | |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 17.89 | 2.40 | 15.52% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 42.82 | 4.28 | 11.12% |
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.