JPME - ETF AI Analysis
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JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)
JPME, the JPMorgan Diversified Return U.S. Mid Cap Equity ETF, earns a solid overall rating thanks to strong contributors like NetApp, APA, and Williams-Sonoma, which bring robust financial performance, attractive or fair valuations, and strategic focus on growth areas such as cloud, AI, and operational efficiencies. The rating is held back somewhat by weaker names like MSC Industrial, Revvity, and HF Sinclair, where profitability, valuation, and margin challenges are more pronounced, and by risks such as bearish or overbought technical signals and exposure to issues like tariffs and renewables segment headwinds.
JPME vs. SPDR S&P 500 ETF (SPY)
- AUM
- 496.12M
- Region
- North America
- Expense Ratio
- 0.24%
- Beta
- 0.64
- Issuer
- JPMorgan
- Inception Date
- May 11, 2016
- Dividend Yield
- 1.78%
- Asset Class
- Equity
- Index Tracked
- JPMorgan Diversified Factor US Mid Cap Equity Index
JPME Summary
JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) is a fund that follows the JPMorgan Diversified Factor US Mid Cap Equity Index, focusing on medium‑sized U.S. companies. It spreads your money across many sectors, including health care, real estate, utilities, and technology. Some well-known holdings include Illumina and Williams-Sonoma. Investors might consider JPME for growth potential from mid-sized companies along with broad diversification across industries. A key risk is that mid-cap stocks can be more volatile than large, established companies, so the value of the ETF can go up and down with the stock market.
How much will it cost me?
This ETF has an expense ratio of 0.24%, which means you’ll pay about $2.40 per year for every $1,000 you invest. That cost is a bit higher than the cheapest index ETFs because it uses a more complex, diversified factor strategy rather than simple passive tracking.
What would affect this ETF?
JPME could benefit if the U.S. economy grows steadily, supporting mid-sized companies across sectors like health care, technology, and consumer goods, and if interest rates stabilize or fall, which can help real estate and utilities holdings. On the downside, higher interest rates, slower U.S. growth, or sector-specific challenges in areas like energy or health care could weigh on the fund’s performance, especially since it is focused entirely on U.S. mid-cap stocks.
JPME Top 10 Holdings
JPME leans into U.S. mid-caps with a mix of rising health care and tech names setting the tone. Illumina, Revvity, and Halozyme have been climbing steadily, giving the fund a strong health care backbone, while NetApp and Hewlett Packard Enterprise add tech exposure tied to cloud and AI themes. On the flip side, F5 is lagging and occasionally drags on performance, showing that not every software play is firing. With all holdings U.S.-based and spread across sectors, the fund avoids single-stock risk but clearly tilts toward innovative, growth-focused businesses.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 SWKS | Skyworks Solutions | 0.76% | $3.75M | $20.60B | 10.64% | 70Outperform |
 ILMN | Illumina | 0.54% | $2.66M | $35.63B | 138.35% | 71Outperform |
 RVTY | Revvity | 0.52% | $2.56M | $17.52B | 72.49% | 67Neutral |
 NTAP | NetApp | 0.48% | $2.37M | $39.12B | 72.35% | 76Outperform |
 APA | APA | 0.49% | $2.41M | $18.51B | 135.80% | 73Outperform |
 HALO | Halozyme | 0.48% | $2.38M | $14.86B | 102.55% | 73Outperform |
 HPE | Hewlett Packard Enterprise | 0.46% | $2.28M | $73.13B | 125.69% | 68Neutral |
 HST | Host Hotels & Resorts | 0.47% | $2.34M | $17.33B | 57.34% | 77Outperform |
 UTHR | United Therapeutics | 0.46% | $2.29M | $25.68B | 32.01% | 79Outperform |
 MEDP | Medpace Holdings | 0.44% | $2.20M | $18.24B | 12.34% | 79Outperform |
JPME Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPME, the sentiment is Positive. The current price of 124.89 is above the 20-day moving average (MA) of 122.73, above the 50-day MA of 123.30, and above the 200-day MA of 120.33, indicating a bullish trend. The MACD of 0.68 indicates Negative momentum. The RSI at 59.66 is Neutral, neither overbought nor oversold. The STOCH value of 84.12 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JPME.
JPME Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| JPME | $124.89 | $134.00(7.29% Upside) | $496.12M | 0.24% | 70Neutral |
 EZM | $74.99 | $87.96(17.29% Upside) | $948.23M | 0.38% | 70Neutral |
 XMLV | $66.05 | $73.28(10.94% Upside) | $725.79M | 0.25% | 71Outperform |
 BKMC | $39.24 | $48.63(23.94% Upside) | $655.88M | 0.04% | 68Neutral |
 GRPM | $144.72 | $160.56(10.94% Upside) | $616.60M | 0.35% | 74Outperform |
 AVMC | $78.70 | $93.97(19.40% Upside) | $538.14M | 0.18% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 124.89 | 20.58 | 19.73% | |
| EZM | WisdomTree U.S. MidCap Fund | 74.99 | 10.96 | 17.12% | |
| XMLV | Invesco S&P MidCap Low Volatility ETF | 66.05 | 6.15 | 10.27% | |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | 39.24 | 3.89 | 11.01% | |
| GRPM | Invesco S&P MidCap 400 GARP ETF | 144.72 | 26.91 | 22.84% | |
| AVMC | Avantis U.S. Mid Cap Equity ETF | 78.70 | 10.39 | 15.22% |
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.