JPUS - ETF AI Analysis
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JPMorgan Diversified Return U.S. Equity ETF (JPUS)
Rating:71Outperform
Price Target:―
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)
AUM456.82M
RegionNorth America
Expense Ratio0.18%
Beta0.61
IssuerJPMorgan
Inception DateSep 29, 2015
Dividend Yield1.99%
Asset ClassEquity
Index TrackedJPMorgan Diversified Factor US Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,623
30 Day Avg. Volume9,129
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
159.55Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering371
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 Communications | 0.54% | $2.46M | $5.70B | 60.31% | 71 Outperform | |
| Corteva | 0.44% | $2.03M | $57.38B | 12.81% | 75 Outperform | |
| Amphenol | 0.43% | $1.95M | $202.48B | 62.83% | 78 Outperform | |
| Carpenter Technology | 0.42% | $1.93M | $29.67B | 114.31% | 75 Outperform | |
| Applied Materials | 0.42% | $1.93M | $478.79B | 184.37% | 77 Outperform | |
| Apple | 0.42% | $1.93M | $4.53T | 47.93% | 79 Outperform | |
| Caterpillar | 0.42% | $1.93M | $443.84B | 138.43% | 76 Outperform | |
| Jazz Pharmaceuticals | 0.42% | $1.92M | $15.29B | 127.00% | 64 Neutral | |
| Royalty Pharma | 0.42% | $1.92M | $33.27B | 59.93% | 79 Outperform | |
| Monster Beverage | 0.42% | $1.91M | $95.45B | 58.09% | 80 Outperform |
JPUS Technical Analysis
Positive
―
Price Trends
137.16
Positive
134.80
Positive
129.10
Positive
Market Momentum
0.99
Positive
54.32
Neutral
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
Performance Comparison
JPUS
JPMorgan Diversified Return U.S. Equity ETF
139.49
22.51
19.24%
SPHB
Invesco S&P 500 High Beta ETF
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QLC
FlexShares US Quality Large Cap Index Fund
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―
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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―
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FTQI
First Trust Hedged BuyWrite Income ETF
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―
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OMAH
VistaShares Target 15 Berkshire Select Income 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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