Jpmorgan Diversified Return Etf Profile
| JPSE Etf | USD 51.70 0.83 1.63% |
Performance11 of 100
| Odds Of DistressLess than 9
|
JPMorgan Diversified is trading at 51.70 as of the 26th of November 2024, a 1.63 percent increase since the beginning of the trading day. The etf's lowest day price was 51.49. JPMorgan Diversified has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for JPMorgan Diversified Return are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in securities included in the underlying index. JPM Dvsd is traded on NYSEARCA Exchange in the United States. More on JPMorgan Diversified Return
Moving together with JPMorgan Etf
| 0.98 | VB | Vanguard Small Cap | PairCorr |
| 0.99 | IJR | iShares Core SP | PairCorr |
| 0.99 | IWM | iShares Russell 2000 Aggressive Push | PairCorr |
| 0.99 | VRTIX | Vanguard Russell 2000 | PairCorr |
| 0.99 | VTWO | Vanguard Russell 2000 | PairCorr |
| 0.99 | FNDA | Schwab Fundamental Small | PairCorr |
Moving against JPMorgan Etf
JPMorgan Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Small Cap ETFs, Size And Style ETFs, Small Blend, JPMorgan (View all Sectors) |
| Issuer | JPMorgan |
| Inception Date | 2016-11-15 |
| Benchmark | JP Morgan Diversified Factor US Small Cap Equity Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 547.6 Million |
| Average Trading Valume | 45,902 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | J.P. Morgan Investment Management Inc. |
| Advisor | J.P. Morgan Investment Management Inc. |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | JPMorgan Distribution Services, Inc. |
| Portfolio Manager | Yazann Romahi, Jonathan Msika, Joe Staines, Steven Yegang Wu |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-Jul |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 568 |
| Market Maker | Jane Street |
| Total Expense | 0.29 |
| Management Fee | 0.29 |
| Country Name | USA |
| Returns Y T D | 16.72 |
| Name | JPMorgan Diversified Return U.S. Small Cap Equity ETF |
| Currency Code | USD |
| Open Figi | BBG00F7XDQX8 |
| In Threey Volatility | 21.45 |
| 1y Volatility | 19.14 |
| 200 Day M A | 45.4716 |
| 50 Day M A | 48.2853 |
| Code | JPSE |
| Updated At | 26th of November 2024 |
| Currency Name | US Dollar |
JPMorgan Diversified Return [JPSE] is traded in USA and was established 2016-11-15. The fund is listed under Small Blend category and is part of JPMorgan family. The entity is thematically classified as Small Cap ETFs. JPMorgan Diversified currently have 238.44 M in assets under management (AUM). , while the total return for the last 3 years was 4.6%.
Check JPMorgan Diversified Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on JPMorgan Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JPMorgan Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as JPMorgan Diversified Return Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
JPMorgan Diversified Currency Exposure
JPMorgan Diversified Return holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of JPMorgan Diversified will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in JPMorgan Diversified Return.
Top JPMorgan Diversified Return Etf Constituents
| WBS | Webster Financial | Stock | Financials | |
| PACB | Pacific Biosciences of | Stock | Health Care | |
| HELE | Helen of Troy | Stock | Consumer Discretionary | |
| ORA | Ormat Technologies | Stock | Utilities | |
| SXT | Sensient Technologies | Stock | Materials | |
| NJR | NewJersey Resources | Stock | Utilities | |
| MED | MEDIFAST INC | Stock | Consumer Staples | |
| UCTT | Ultra Clean Holdings | Stock | Information Technology |
JPMorgan Diversified Top Holders
| PFSEX | Riskproreg 30 Fund | Mutual Fund | World Large-Stock Blend | |
| PFJDX | Riskproreg Dynamic 20 30 | Mutual Fund | Allocation--50% to 70% Equity |
JPMorgan Diversified Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in JPMorgan Diversified. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0975 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | 0.0202 |
JPMorgan Diversified Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Diversified Return. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
The market value of JPMorgan Diversified is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Diversified's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Diversified's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Diversified's market value can be influenced by many factors that don't directly affect JPMorgan Diversified's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Diversified is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Diversified's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.