JPMorgan Momentum is selling at 62.45 as of the 17th of February 2025; that is 0.05 percent increase since the beginning of the trading day. The etf's lowest day price was 62.16. JPMorgan Momentum has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 17th of February 2025. 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
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
325
Market Maker
Jane Street
Total Expense
0.12
Management Fee
0.12
Country Name
USA
Returns Y T D
7.17
Name
JPMorgan U.S. Momentum Factor ETF
Currency Code
USD
Open Figi
BBG00J5DRXL9
In Threey Volatility
17.98
1y Volatility
14.35
200 Day M A
56.5519
50 Day M A
60.5902
Code
JMOM
Updated At
16th of February 2025
Currency Name
US Dollar
JPMorgan Momentum Factor [JMOM] is traded in USA and was established 2017-11-08. The fund is listed under Large Blend category and is part of JPMorgan family. The entity is thematically classified as Broad Equity ETFs. JPMorgan Momentum Factor currently have 202.26 M in assets under management (AUM). , while the total return for the last 3 years was 14.7%.
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.
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.
When determining whether JPMorgan Momentum Factor is a strong investment it is important to analyze JPMorgan Momentum'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 Momentum'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 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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
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.