Jpmorgan Ultra Short Municipal Etf Performance
| JMST Etf | USD 50.82 0.02 0.04% |
The etf retains a Market Volatility (i.e., Beta) of 0.0013, which attests to not very significant fluctuations relative to the market. As returns on the market increase, JPMorgan Ultra's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Ultra is expected to be smaller as well.
Risk-Adjusted Performance
Solid
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Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Ultra Short Municipal are ranked lower than 25 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, JPMorgan Ultra is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | Beacon Investment Advisory Services Inc. Grows Stake in JPMorgan Ultra-Short Municipal ETF | 01/23/2025 |
2 | SOL Capital Management CO Has 4.41 Million Stake in JPMorgan Ultra-Short Municipal ETF | 01/31/2025 |
3 | JPMorgan Ultra-Short Municipal Income ETF declares 0.1208 dividend | 02/04/2025 |
4 | Opal Wealth Advisors LLC Sells 4,453 Shares of JPMorgan Ultra-Short Municipal ETF | 02/10/2025 |
5 | JPMorgan Ultra-Short Municipal ETF Shares Sold by Clear Point Advisors Inc. | 02/19/2025 |
6 | JPMorgan Ultra-Short Municipal ETF Holdings Boosted by MONECO Advisors LLC | 02/25/2025 |
7 | Avantax Advisory Services Inc. Has 1.90 Million Holdings in JPMorgan Ultra-Short Municipal ETF | 03/18/2025 |
| In Threey Sharp Ratio | -2.28 |
JPMorgan |
JPMorgan Ultra Relative Risk vs. Return Landscape
If you would invest 5,041 in JPMorgan Ultra Short Municipal on December 27, 2024 and sell it today you would earn a total of 43.00 from holding JPMorgan Ultra Short Municipal or generate 0.85% return on investment over 90 days. JPMorgan Ultra Short Municipal is currently generating 0.0142% in daily expected returns and assumes 0.0437% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% of etfs are less volatile than JPMorgan, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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JPMorgan Ultra Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Ultra's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Ultra Short Municipal, and traders can use it to determine the average amount a JPMorgan Ultra's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3241
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Based on monthly moving average JPMorgan Ultra is performing at about 25% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of JPMorgan Ultra by adding it to a well-diversified portfolio.
JPMorgan Ultra Fundamentals Growth
JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Ultra, and JPMorgan Ultra fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on JPMorgan Etf performance.
| Total Asset | 2.88 B | |||
About JPMorgan Ultra Performance
Assessing JPMorgan Ultra's fundamental ratios provides investors with valuable insights into JPMorgan Ultra's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the JPMorgan Ultra is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its assets in municipal securities, the income from which is exempt from federal income tax. JPM Ultra-Short is traded on BATS Exchange in the United States.| Latest headline from thelincolnianonline.com: Avantax Advisory Services Inc. Has 1.90 Million Holdings in JPMorgan Ultra-Short Municipal ETF | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Ultra Short Municipal. 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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
The market value of JPMorgan Ultra Short 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 Ultra's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Ultra'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 Ultra's market value can be influenced by many factors that don't directly affect JPMorgan Ultra'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 Ultra's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Ultra is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Ultra'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.