(JPME) JPMorgan Diversified Return - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46641Q8868 • Mid-Cap Blend
JPME: U.S. Stocks, Mid Cap, Equity Securities
The JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) is designed to provide exposure to U.S. mid-capitalization equities through a diversified factor-based approach. The fund invests at least 80% of its assets in securities from its underlying index, which selects companies based on a multi-factor model. This model aims to balance exposure across key equity factors such as value, momentum, size, and volatility. The ETF is structured to capture the performance of mid-sized U.S. companies while mitigating concentration risk through diversification. For more information, visit http://www.jpmorganfunds.com.
Based on the provided data, JPME is trading at $103.09 with a 20-day average volume of 14,405 shares. The funds short-term moving averages (SMA 20: $104.85, SMA 50: $104.45) are slightly above its current price, while its long-term SMA 200 ($101.49) is below, indicating potential support at higher levels. The ATR of 1.04 suggests low volatility. Over the next three months, JPME is expected to remain range-bound between $101 and $105, supported by its long-term uptrend and moderate AUM of $409.73M. Investors may anticipate steady returns with limited downside risk due to the funds diversified factor exposure and stable mid-cap focus.
Additional Sources for JPME ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
JPME ETF Overview
Market Cap in USD | 395m |
Category | Mid-Cap Blend |
TER | 0.24% |
IPO / Inception | 2016-05-11 |
JPME ETF Ratings
Growth 5y | 76.5% |
Fundamental | - |
Dividend | 61.7% |
Rel. Strength Industry | -5.22 |
Analysts | - |
Fair Price Momentum | 99.87 USD |
Fair Price DCF | - |
JPME Dividends
Dividend Yield 12m | 1.79% |
Yield on Cost 5y | 3.47% |
Annual Growth 5y | 9.85% |
Payout Consistency | 99.1% |
JPME Growth Ratios
Growth Correlation 3m | -25.8% |
Growth Correlation 12m | 83.4% |
Growth Correlation 5y | 82.4% |
CAGR 5y | 14.23% |
CAGR/Max DD 5y | 0.50 |
Sharpe Ratio 12m | 0.66 |
Alpha | -3.88 |
Beta | 0.78 |
Volatility | 15.34% |
Current Volume | 18.5k |
Average Volume 20d | 9.3k |
As of March 09, 2025, the stock is trading at USD 101.74 with a total of 18,499 shares traded.
Over the past week, the price has changed by -2.29%, over one month by -2.89%, over three months by -5.51% and over the past year by +7.39%.
Yes. Based on ValueRay Analyses, JPMorgan Diversified Return (NYSE ARCA:JPME) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 76.51 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JPME as of March 2025 is 99.87. This means that JPME is currently overvalued and has a potential downside of -1.84%.
JPMorgan Diversified Return has no consensus analysts rating.
According to ValueRays Forecast Model, JPME JPMorgan Diversified Return will be worth about 114.3 in March 2026. The stock is currently trading at 101.74. This means that the stock has a potential upside of +12.37%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 114.3 | 12.4% |