Jpmorgan Momentum Factor Etf Profile
| JMOM Etf | USD 61.41 0.34 0.56% |
Performance19 of 100
| Odds Of DistressLess than 9
|
JPMorgan Momentum is selling at 61.41 as of the 30th of November 2024; that is 0.56 percent increase since the beginning of the trading day. The etf's lowest day price was 61.27. JPMorgan Momentum has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for JPMorgan Momentum Factor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th 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 US is traded on NYSEARCA Exchange in the United States. More on JPMorgan Momentum Factor
Moving together with JPMorgan Etf
JPMorgan Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Large Growth, JPMorgan (View all Sectors) |
| Issuer | JPMorgan |
| Inception Date | 2017-11-08 |
| Benchmark | JP Morgan US Momentum Factor Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.29 Billion |
| Average Trading Valume | 70,839.3 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| 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, Aijaz Hussain |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-Jul |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 288 |
| Market Maker | Jane Street |
| Total Expense | 0.12 |
| Management Fee | 0.12 |
| Country Name | USA |
| Returns Y T D | 34.25 |
| Name | JPMorgan U.S. Momentum Factor ETF |
| Currency Code | USD |
| Open Figi | BBG00J5DRXL9 |
| In Threey Volatility | 18.18 |
| 1y Volatility | 12.7 |
| 200 Day M A | 54.1067 |
| 50 Day M A | 58.4906 |
| Code | JMOM |
| Updated At | 29th of November 2024 |
| Currency Name | US Dollar |
JPMorgan Momentum Factor [JMOM] is traded in USA and was established 2017-11-08. The fund is listed under Large Growth category and is part of JPMorgan family. The entity is thematically classified as Strategy ETFs. JPMorgan Momentum Factor currently have 202.26 M in assets under management (AUM). , while the total return for the last 3 years was 9.7%.
Check JPMorgan Momentum 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 Momentum Factor 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.
Top JPMorgan Momentum Factor Etf Constituents
| CMCSA | Comcast Corp | Stock | Communication Services | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| T | ATT Inc | Stock | Communication Services | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples |
JPMorgan Momentum Top Holders
| NFDIX | Newfound Risk Managed | Mutual Fund | Tactical Allocation | |
| PFJDX | Riskproreg Dynamic 20 30 | Mutual Fund | Allocation--50% to 70% Equity | |
| PFSEX | Riskproreg 30 Fund | Mutual Fund | World Large-Stock Blend |
JPMorgan Momentum Factor 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 Momentum. 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 | 0.1523 | |||
| Jensen Alpha | 0.0399 | |||
| Total Risk Alpha | 0.0168 | |||
| Sortino Ratio | 0.0394 |
JPMorgan Momentum Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Momentum Factor. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
The market value of JPMorgan Momentum Factor 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 Momentum's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Momentum'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 Momentum's market value can be influenced by many factors that don't directly affect JPMorgan Momentum'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 Momentum's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Momentum is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Momentum'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.