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JPUS - ETF AI Analysis

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JPUS

JPMorgan Diversified Return U.S. Equity ETF (JPUS)

Rating:71Outperform
Price Target:
JPUS, the JPMorgan Diversified Return U.S. Equity ETF, has an overall rating that reflects a generally solid portfolio supported by strong performers like Lam Research, Cisco, KLA, and Applied Materials, all benefiting from robust financial results, positive earnings commentary, and growth tied to AI and advanced technologies. The fund’s rating is held back somewhat by names like Lumentum and Hewlett Packard Enterprise, where financial and valuation concerns introduce more uncertainty, and there is some risk from sector concentration in technology and exposure to regulatory issues such as export controls and trade restrictions.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, showing solid momentum.
Low Expense Ratio
The fund’s relatively low fee means more of the investment returns stay in investors’ pockets.
Broad Sector Diversification
Holdings are spread across many sectors, which helps reduce the impact if any single industry struggles.
Negative Factors
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, offering little diversification across global markets.
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.
Exposure to Cyclical and Rate-Sensitive Sectors
Meaningful weights in areas like real estate, industrials, and consumer cyclical stocks can make the fund more sensitive to economic slowdowns and interest rate changes.

JPUS vs. SPDR S&P 500 ETF (SPY)

JPUS Summary

JPUS is the JPMorgan Diversified Return U.S. Equity ETF, which follows the JPMorgan Diversified Factor US Equity Index. It invests in many large U.S. companies across different sectors like technology, health care, and consumer goods. Well-known holdings include Lam Research and Applied Materials. Someone might consider this ETF to get broad, one-stop exposure to major U.S. stocks with built-in diversification, instead of picking individual companies. A key risk is that, because it invests in stocks, its value can go up and down with the overall U.S. stock market.
How much will it cost me?The JPMorgan Diversified Return U.S. Equity ETF (JPUS) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it uses a systematic approach to stock selection rather than traditional active management, helping to keep costs down.
What would affect this ETF?The JPMorgan Diversified Return U.S. Equity ETF (JPUS) could benefit from positive trends in large-cap U.S. equities, such as advancements in technology and healthcare sectors, which are among its top exposures. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact sectors like real estate and consumer cyclical industries. Regulatory changes or geopolitical tensions affecting U.S. markets could also influence the ETF's performance.

JPUS Top 10 Holdings

JPUS is leaning into an AI-and-infrastructure story, with chip-equipment names like Western Digital, Lam Research, Applied Materials, and KLA doing much of the heavy lifting as they ride rising demand for advanced semiconductors. Old-guard tech such as Cisco and Hewlett Packard Enterprise is also climbing, adding a steady tailwind. On the flip side, Ciena and Lumentum look a bit mixed, occasionally tripping over valuation and execution worries. Despite these tech standouts, the fund stays broadly diversified across U.S. sectors, so no single name or industry fully drives the show.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Iridium Communications0.54%$2.46M$5.70B60.31%
71
Outperform
Corteva0.44%$2.03M$57.38B12.81%
75
Outperform
Amphenol0.43%$1.95M$202.48B62.83%
78
Outperform
Carpenter Technology0.42%$1.93M$29.67B114.31%
75
Outperform
Applied Materials0.42%$1.93M$478.79B184.37%
77
Outperform
Apple0.42%$1.93M$4.53T47.93%
79
Outperform
Caterpillar0.42%$1.93M$443.84B138.43%
76
Outperform
Jazz Pharmaceuticals0.42%$1.92M$15.29B127.00%
64
Neutral
Royalty Pharma0.42%$1.92M$33.27B59.93%
79
Outperform
Monster Beverage0.42%$1.91M$95.45B58.09%
80
Outperform

JPUS Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
137.16
Positive
100DMA
134.80
Positive
200DMA
129.10
Positive
Market Momentum
MACD
0.99
Positive
RSI
54.32
Neutral
STOCH
46.95
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 139.34, equal to the 50-day MA of 137.16, and equal to the 200-day MA of 129.10, indicating a bullish trend. The MACD of 0.99 indicates Positive momentum. The RSI at 54.32 is Neutral, neither overbought nor oversold. The STOCH value of 46.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JPUS.

JPUS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$456.82M0.18%
71
Outperform
$987.60M0.25%
71
Outperform
$983.04M0.25%
74
Outperform
$978.09M0.18%
72
Outperform
$926.99M0.75%
71
Outperform
$923.20M0.95%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JPUS
JPMorgan Diversified Return U.S. Equity ETF
139.49
22.51
19.24%
SPHB
Invesco S&P 500 High Beta ETF
QLC
FlexShares US Quality Large Cap Index Fund
DSPY
Tema S&P 500 Historical Weight ETF Strategy
FTQI
First Trust Hedged BuyWrite Income ETF
OMAH
VistaShares Target 15 Berkshire Select Income 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: ―
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