JPMorgan Diversified is selling for under 123.36 as of the 26th of November 2024; that is 0.70 percent increase since the beginning of the trading day. The etf's lowest day price was 122.99. 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 27th of October 2024 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
Yazann Romahi, Jonathan Msika, Joe Staines, Steven Yegang Wu
Transfer Agent
JPMorgan Chase Bank, N.A.
Fiscal Year End
31-Oct
Exchange
NYSE Arca, Inc.
Number of Constituents
377
Market Maker
Jane Street
Total Expense
0.18
Management Fee
0.18
Country Name
USA
Returns Y T D
20.95
Name
JPMorgan Diversified Return U.S. Equity ETF
Currency Code
USD
Open Figi
BBG00B3QWPQ5
In Threey Volatility
16.82
1y Volatility
12.05
200 Day M A
112.69
50 Day M A
119.51
Code
JPUS
Updated At
25th of November 2024
Currency Name
US Dollar
JPMorgan Diversified Return [JPUS] is traded in USA and was established 2015-09-29. The fund is listed under Mid-Cap Value category and is part of JPMorgan family. The entity is thematically classified as Broad Equity ETFs. JPMorgan Diversified currently have 461.13 M in assets under management (AUM). , while the total return for the last 3 years was 8.1%.
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.
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.
When determining whether JPMorgan Diversified is a strong investment it is important to analyze JPMorgan Diversified's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Diversified's future performance. For an informed investment choice regarding JPMorgan Etf, refer to the following important reports:
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 employment.
You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
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.