JPMorgan Momentum Ownership
| JMOM Etf | USD 60.43 0.51 0.84% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
JPMorgan |
JPMorgan Etf Ownership Analysis
JPMorgan Momentum is is formed as Regulated Investment Company in the United States. ETF is managed and operated by J.P. Morgan Investment Management Inc.. The fund has 289 constituents with avarage daily trading value of 71.6 K. The fund charges 0.12 percent management fee with a total expences of 0.12 percent of total asset. The fund created five year return of 17.0%. JPMorgan Momentum Factor retains 99.59% of assets under management (AUM) in equities. This fund last dividend was 0.066 per share. 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. To learn more about JPMorgan Momentum Factor call the company at NA.Sector Exposure (%)
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 Momentum , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| CMCSA | Comcast Corp | Stock | |
| CSCO | Cisco Systems | Stock | |
| ADBE | Adobe Systems Incorporated | Stock | |
| V | Visa Class A | Stock | |
| TSLA | Tesla Inc | Stock | |
| T | ATT Inc | Stock | |
| PYPL | PayPal Holdings | Stock | |
| PG | Procter Gamble | Stock | |
| NVDA | NVIDIA | Stock | |
| MSFT | Microsoft | Stock | |
| MRK | Merck Company | Stock | |
| MA | Mastercard | Stock | |
| JNJ | Johnson Johnson | Stock | |
| HD | Home Depot | Stock | |
| CRM | Salesforce | Stock | |
| BAC | Bank of America | Stock | |
| AMZN | Amazon Inc | Stock | |
| AAPL | Apple Inc | Stock | |
| VZ | Verizon Communications | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| BA | The Boeing | Stock | |
| GOOGL | Alphabet Inc Class A | Stock |
Institutional Etf Holders for JPMorgan Momentum
| NFDIX | Newfound Risk Managed | Mutual Fund | |
| PFJDX | Riskproreg Dynamic 20 30 | Mutual Fund | |
| PFSEX | Riskproreg 30 Fund | Mutual Fund |
JPMorgan Momentum Outstanding Bonds
JPMorgan Momentum issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. JPMorgan Momentum Factor uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most JPMorgan bonds can be classified according to their maturity, which is the date when JPMorgan Momentum Factor has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| JPMORGAN CHASE CO Corp BondUS46647PBK12 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBJ49 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBM77 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBL94 | View | |
| US46647PBP09 Corp BondUS46647PBP09 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBN50 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBR64 | View | |
| JPMORGAN CHASE CO Corp BondUS46647PBT21 | View |
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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.