JPME - ETF AI Analysis
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JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum.
Balanced Sector Mix
Holdings are spread across many sectors like health care, real estate, industrials, and utilities, helping reduce reliance on any single industry.
Moderate Expense Ratio
The fund’s expense ratio is relatively low for an actively managed, diversified mid-cap strategy, which helps investors keep more of their returns.
Negative Factors
Very Heavy U.S. Exposure
Almost all assets are invested in U.S. companies, offering very little geographic diversification outside the United States.
Small Individual Position Sizes
Each top holding makes up only a small slice of the portfolio, so even strong-performing stocks have limited impact on overall returns.
Mid-Cap Market Sensitivity
Because the ETF focuses on mid-sized companies, it may be more sensitive to market swings than funds that hold larger, more established firms.
JPME vs. SPDR S&P 500 ETF (SPY)
AUM468.67M
RegionNorth America
Expense Ratio0.24%
Beta0.67
IssuerJPMorgan
Inception DateMay 11, 2016
Dividend Yield1.78%
Asset ClassEquity
Index TrackedJPMorgan Diversified Factor US Mid Cap Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,129
30 Day Avg. Volume10,397
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
144.84Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering345
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JPME Summary
JPME is an exchange-traded fund that follows the JPMorgan Diversified Factor US Mid Cap Equity Index, focusing on mid-sized U.S. companies across many industries like health care, real estate, and industrials. It holds well-known names such as Illumina and Archer Daniels Midland, giving investors a broad mix instead of betting on just one sector. Someone might invest in JPME to seek growth from mid-sized companies while spreading risk across many stocks and sectors. However, like any stock-focused ETF, its value can go up and down with the overall stock market.
How much will it cost me?The expense ratio for the JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) is 0.24%, which means you’ll pay $2.40 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it uses a strategic approach to mid-cap investing while keeping costs relatively low.
What would affect this ETF?The JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) could benefit from economic growth in the U.S., as mid-cap companies often thrive during periods of expansion and innovation, particularly in sectors like technology and healthcare, which are key exposures for this ETF. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially in sectors like real estate and utilities that are sensitive to borrowing costs. Regulatory changes or shifts in consumer spending could also influence the performance of top holdings such as NRG Energy and Tapestry.
JPME Top 10 Holdings
JPME is powered by a diverse cast of U.S. mid-cap names, with health care quietly steering the ship. Illumina and Halozyme have been rising, giving the fund a lift as investors warm to innovative biotech and tools. Royalty Pharma and Labcorp add steady, if sometimes mixed, momentum from the broader life sciences space. On the cyclical side, HF Sinclair and Permian Resources have been climbing, helping the energy sleeve pull its weight. Overall, performance is driven by a balanced mix of health care and energy, with no single stock dominating the story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HF Sinclair Corporation | 0.61% | $2.87M | $19.17B | 111.00% | 68 Neutral | |
| Halozyme | 0.55% | $2.57M | $12.17B | 39.40% | 73 Outperform | |
| Vivmark Residential | 0.54% | $2.50M | $50.71B | -1.35% | 70 Outperform | |
| APA | 0.49% | $2.29M | $15.67B | 95.84% | 73 Outperform | |
| Permian Resources | 0.48% | $2.25M | $19.92B | 73.58% | 81 Outperform | |
| Illumina | 0.48% | $2.23M | $31.17B | 117.04% | 71 Outperform | |
| Hewlett Packard Enterprise | 0.48% | $2.23M | $82.42B | 151.07% | 68 Neutral | |
| Darling Ingredients | 0.47% | $2.21M | $10.27B | 107.09% | 69 Neutral | |
| Cf Industries Holdings | 0.47% | $2.18M | $20.14B | 55.40% | 72 Outperform | |
| Skyworks Solutions | 0.46% | $2.16M | $13.29B | 18.65% | 70 Outperform |
JPME Technical Analysis
Negative
―
Price Trends
126.25
Negative
123.97
Negative
118.69
Positive
Market Momentum
-0.78
Positive
32.84
Neutral
7.41
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPME, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 126.29, equal to the 50-day MA of 126.25, and equal to the 200-day MA of 118.69, indicating a neutral trend. The MACD of -0.78 indicates Positive momentum. The RSI at 32.84 is Neutral, neither overbought nor oversold. The STOCH value of 7.41 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JPME.
JPME Peer Comparison
Comparison Results
Performance Comparison
JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
123.13
17.11
16.14%
EZM
WisdomTree U.S. MidCap Fund
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―
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XMLV
Invesco S&P MidCap Low Volatility ETF
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BKMC
BNY Mellon US Mid Cap Core Equity ETF
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GRPM
Invesco S&P MidCap 400 GARP ETF
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AVMC
Avantis U.S. Mid Cap Equity ETF
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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: ―
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