JPIN - ETF AI Analysis
Top Page
J.P. Morgan Diversified Return International Equity ETF (JPIN)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The fund has delivered solid gains so far this year and in recent months, showing positive momentum for investors.
Well-Diversified International Exposure
Holdings spread across multiple countries such as Japan, the UK, Australia, and others help reduce the impact of problems in any single market.
Broad Sector Mix
Exposure to many different sectors, including industrials, consumer stocks, real estate, financials, and utilities, helps smooth out returns when one area of the market struggles.
Negative Factors
Moderate Expense Ratio
The fund’s fees are not especially low for an ETF, which slightly reduces the net return investors keep over time.
Heavy Country Concentration
Large weights in Japan and the UK mean the fund’s performance is heavily influenced by how these two markets perform.
Financials Influence in Top Holdings
Several of the largest positions are financial companies, so any weakness in global banking and financial markets could weigh on the fund.
JPIN vs. SPDR S&P 500 ETF (SPY)
AUM374.07M
RegionDeveloped Markets
Expense Ratio0.37%
Beta0.60
IssuerJPMorgan
Inception DateNov 05, 2014
Dividend Yield4.01%
Asset ClassEquity
Index TrackedJPMorgan Diversified Factor International Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,330
30 Day Avg. Volume8,577
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
84.51Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering463
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JPIN Summary
JPIN is the J.P. Morgan Diversified Return International Equity ETF, which follows the JPMorgan Diversified Factor International Equity Index. It invests in a wide mix of companies outside the U.S. across many countries like Japan and the UK and many sectors, from banks to technology and consumer goods. Well-known holdings include HSBC Holdings and Rolls-Royce. Someone might invest in JPIN to add global diversification to a U.S.-heavy portfolio and tap into growth in overseas markets. A key risk is that international stocks can be volatile and their prices can go up or down with global markets and currency swings.
How much will it cost me?The J.P. Morgan Diversified Return International Equity ETF (JPIN) has an expense ratio of 0.37%, which means you’ll pay $3.70 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it uses a rules-based strategy to select stocks with strong fundamentals and momentum, offering a more tailored approach to international diversification.
What would affect this ETF?JPIN's focus on developed markets outside North America and its diversified sector exposure, including industrials and consumer defensive, could benefit from stable economic growth and increased global trade. However, potential risks include regulatory changes in key regions and economic slowdowns in Europe or Asia, which could negatively impact its top holdings in mining, energy, and utilities sectors.
JPIN Top 10 Holdings
JPIN is leaning heavily on big international banks, with rising names like OCBC, HSBC, Mitsubishi UFJ, and Sumitomo Mitsui doing much of the heavy lifting for performance. Standard Chartered and Barclays add to this financial backbone, keeping returns generally steady. Outside of finance, Rolls-Royce has been more mixed, occasionally losing altitude, while Tokyo Electron brings a punchy semiconductor angle with strong longer-term momentum despite recent choppiness. The fund is firmly ex-North America, with a broad developed-markets mix rather than a single-country bet.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| OCBC | 0.49% | $1.84M | S$136.17B | 70.40% | 71 Outperform | |
| Rolls-Royce Holdings | 0.48% | $1.81M | £127.45B | 43.87% | 71 Outperform | |
| Otsuka Holdings Co | 0.47% | $1.76M | ¥6.70T | 85.94% | 78 Outperform | |
| HSBC Holdings | 0.46% | $1.73M | £262.77B | 60.76% | 80 Outperform | |
| ― | 0.45% | $1.70M | ― | ― | ― | |
| Japan Tobacco | 0.45% | $1.67M | ¥12.62T | 45.04% | 75 Outperform | |
| Standard Chartered | 0.44% | $1.67M | £48.24B | 58.95% | 77 Outperform | |
| Barclays | 0.44% | $1.65M | £69.55B | 39.62% | 78 Outperform | |
| UniCredit SpA | 0.44% | $1.65M | €127.27B | 23.54% | 75 Outperform | |
| NatWest Group | 0.44% | $1.64M | £56.63B | 33.54% | 75 Outperform |
JPIN Technical Analysis
Positive
―
Price Trends
73.76
Positive
73.11
Positive
70.93
Positive
Market Momentum
0.86
Negative
63.01
Neutral
71.93
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPIN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 75.04, equal to the 50-day MA of 73.76, and equal to the 200-day MA of 70.93, indicating a bullish trend. The MACD of 0.86 indicates Negative momentum. The RSI at 63.01 is Neutral, neither overbought nor oversold. The STOCH value of 71.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JPIN.
JPIN Peer Comparison
Comparison Results
Performance Comparison
JPIN
J.P. Morgan Diversified Return International Equity ETF
76.39
13.49
21.45%
JHMD
John Hancock Multifactor Developed International ETF
―
―
―
DMXF
iShares ESG Advanced MSCI EAFE ETF
―
―
―
IQDG
WisdomTree International Quality Dividend Growth Fund
―
―
―
NUDM
Nuveen ESG International Developed Markets Equity ETF
―
―
―
DWM
WisdomTree International Equity Fund
―
―
―
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