Jpmorgan Diversified Return Etf Profile
| JPIN Etf | USD 53.99 0.03 0.06% |
Performance3 of 100
| Odds Of DistressLess than 9
|
JPMorgan Diversified is selling at 53.99 as of the 19th of April 2024; that is -0.06 percent decrease since the beginning of the trading day. The etf's open price was 54.02. JPMorgan Diversified has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant 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 20th of March 2024 and ending today, the 19th of April 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
Moving together with JPMorgan Etf
| 0.97 | EFV | iShares MSCI EAFE | PairCorr |
| 0.93 | FNDF | Schwab Fundamental | PairCorr |
| 0.98 | VYMI | Vanguard International | PairCorr |
| 0.84 | IDV | iShares International | PairCorr |
| 0.93 | DFIV | Dimensional International | PairCorr |
| 0.91 | IVLU | iShares Edge MSCI | PairCorr |
| 0.96 | RODM | Hartford Multifactor | PairCorr |
JPMorgan Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. JPMorgan Diversified's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding JPMorgan Diversified or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Foreign Large Value, JPMorgan (View all Sectors) |
| Issuer | JPMorgan |
| Inception Date | 2014-11-06 |
| Benchmark | JP Morgan Diversified Factor International Equity Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 367.33 Million |
| Average Trading Valume | 25,136.6 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | Global ex-U.S. |
| 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, Kartik Aiyar, Albert Chuang, Wei Victor Li, Joe Staines |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 579 |
| Market Maker | Jane Street |
| Total Expense | 0.37 |
| Management Fee | 0.37 |
| Country Name | USA |
| Returns Y T D | (0.52) |
| Name | JPMorgan Diversified Return International Equity ETF |
| Currency Code | USD |
| Open Figi | BBG007H0QWB4 |
| In Threey Volatility | 16.12 |
| 1y Volatility | 13.57 |
| 200 Day M A | 52.8923 |
| 50 Day M A | 55.0409 |
| Code | JPIN |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
JPMorgan Diversified Return [JPIN] is traded in USA and was established 2014-11-05. The fund is listed under Foreign Large Value category and is part of JPMorgan family. The entity is thematically classified as Strategy ETFs. JPMorgan Diversified currently have 646.08 M in assets under management (AUM). , while the total return for the last 3 years was -0.4%.
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.
JPMorgan Diversified Currency Exposure
JPMorgan Diversified Return holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of JPMorgan Diversified will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in JPMorgan Diversified Return.
Top JPMorgan Diversified Return Etf Constituents
| AZJ | Aurizon Holdings | Stock | Industrials |
| GLEN | Glencore PLC | Stock | Materials |
| ELISA | Elisa Oyj | Stock | Communication Services |
| 000810 | Samsung Fire Marine | Stock | Financials |
| 161390 | Hankook Tire | Stock | Consumer Discretionary |
| VOD | Vodafone Group PLC | Stock | Communication Services |
| 000100 | Yuhan | Stock | Health Care |
JPMorgan Diversified Target Price Odds Analysis
Contingent on a normal probability distribution, the odds of JPMorgan Diversified jumping above the current price in 90 days from now is about 72.39%. The JPMorgan Diversified Return probability density function shows the probability of JPMorgan Diversified etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days JPMorgan Diversified has a beta of 0.8341. This indicates as returns on the market go up, JPMorgan Diversified average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding JPMorgan Diversified Return will be expected to be much smaller as well. Additionally, jPMorgan Diversified Return has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of JPMorgan Diversified to move above the current price in 90 days from now is about 72.39 (This JPMorgan Diversified Return probability density function shows the probability of JPMorgan Etf to fall within a particular range of prices over 90 days) .
JPMorgan Diversified Top Holders
| PFJDX | Riskproreg Dynamic 20 30 | Mutual Fund | Allocation--50% to 70% Equity |
| PFSEX | Riskproreg 30 Fund | Mutual Fund | World Large-Stock Blend |
| LAGIX | Ladenburg Aggressive Growth | Mutual Fund | Allocation--85%+ Equity |
| LAWCX | Ladenburg Aggressive Growth | Mutual Fund | Allocation--85%+ Equity |
| LAWAX | Ladenburg Aggressive Growth | Mutual Fund | Allocation--85%+ Equity |
| LGWIX | Ladenburg Growth | Mutual Fund | Allocation--70% to 85% Equity |
| LOWIX | Ladenburg Growth Income | Mutual Fund | Allocation--50% to 70% Equity |
JPMorgan Diversified Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. JPMorgan Diversified market risk premium is the additional return an investor will receive from holding JPMorgan Diversified long position in a well-diversified 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. Although JPMorgan Diversified's alpha and beta are two of the key measurements used to evaluate JPMorgan Diversified's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0217 | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.07) |
JPMorgan Diversified Against Markets
Picking the right benchmark for JPMorgan Diversified etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in JPMorgan Diversified etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for JPMorgan Diversified is critical whether you are bullish or bearish towards JPMorgan Diversified Return at a given time. Please also check how JPMorgan Diversified's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in JPMorgan Diversified without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy JPMorgan Etf?
Before investing in JPMorgan Diversified, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in JPMorgan Diversified. To buy JPMorgan Diversified etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of JPMorgan Diversified. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase JPMorgan Diversified etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located JPMorgan Diversified Return etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased JPMorgan Diversified Return etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as JPMorgan Diversified Return, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy JPMorgan Etf please use our How to Invest in JPMorgan Diversified guide.
Already Invested in JPMorgan Diversified Return?
The danger of trading JPMorgan Diversified Return is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of JPMorgan Diversified is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than JPMorgan Diversified. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile JPMorgan Diversified is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
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.