(JPIN) JPMorgan Diversified Return - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46641Q2093 • Foreign Large Value
JPIN: International Stocks, Developed Markets, Equity Securities
The JPMorgan Diversified Return International Equity ETF (JPIN) is designed to provide exposure to a diversified portfolio of international developed market equities, excluding North America. The fund invests at least 80% of its assets in securities included in its underlying index, which is constructed to represent a balanced mix of factor characteristics such as value, momentum, size, and volatility. This approach aims to optimize returns while mitigating risks associated with individual factors. The ETF is categorized as a Foreign Large Value fund, focusing on large-cap companies in developed international markets.
Based on the provided
Over the next three months, JPIN is expected to maintain its current trajectory, with potential upside driven by its exposure to developed international markets. The funds average volume of 14,362 shares over the past 20 days indicates moderate liquidity, while its last price of $56.48 suggests stability near its 20-day SMA of $56.28. The 50-day SMA of $54.89 and 200-day SMA of $55.59 indicate a slight upward trend. With an ATR of 0.45, volatility is expected to remain low. The funds AUM of $318.00M reflects a sizable asset base, providing liquidity and diversification benefits.
Additional Sources for JPIN ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
JPIN ETF Overview
Market Cap in USD | 317m |
Category | Foreign Large Value |
TER | 0.37% |
IPO / Inception | 2014-11-05 |
JPIN ETF Ratings
Growth 5y | 48.7% |
Fundamental | - |
Dividend | 59.9% |
Rel. Strength Industry | -3.09 |
Analysts | - |
Fair Price Momentum | 56.61 USD |
Fair Price DCF | - |
JPIN Dividends
Dividend Yield 12m | 3.96% |
Yield on Cost 5y | 5.90% |
Annual Growth 5y | 9.55% |
Payout Consistency | 79.8% |
JPIN Growth Ratios
Growth Correlation 3m | 69.9% |
Growth Correlation 12m | 43.9% |
Growth Correlation 5y | 58.3% |
CAGR 5y | 8.88% |
CAGR/Max DD 5y | 0.30 |
Sharpe Ratio 12m | 1.75 |
Alpha | -0.37 |
Beta | 0.53 |
Volatility | 10.61% |
Current Volume | 12k |
Average Volume 20d | 12.6k |
As of March 09, 2025, the stock is trading at USD 58.36 with a total of 11,990 shares traded.
Over the past week, the price has changed by +3.33%, over one month by +4.88%, over three months by +5.06% and over the past year by +8.63%.
Partly, yes. Based on ValueRay Analyses, JPMorgan Diversified Return (NYSE ARCA:JPIN) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 48.67 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JPIN as of March 2025 is 56.61. This means that JPIN is currently overvalued and has a potential downside of -3%.
JPMorgan Diversified Return has no consensus analysts rating.
According to ValueRays Forecast Model, JPIN JPMorgan Diversified Return will be worth about 63.5 in March 2026. The stock is currently trading at 58.36. This means that the stock has a potential upside of +8.84%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 63.5 | 8.8% |