(JPUS) JPMorgan Diversified Return - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46641Q4073 • Mid-Cap Value

JPUS: Stocks, Bonds, Real Estate

The JPMorgan Diversified Return U.S. Equity ETF (JPUS) is designed to provide exposure to a diversified portfolio of U.S. equity securities, with a focus on capturing a broad range of factor characteristics. The fund invests at least 80% of its assets in securities that are part of its underlying index, which is constructed to represent a mix of large- and mid-cap U.S. companies. These companies are selected based on their exposure to various equity factors, such as value, momentum, and quality. The funds holdings include common stocks, preferred stocks, and real estate investment trusts (REITs), offering a balanced exposure to different segments of the U.S. equity market.

As of the latest data, JPUS has an average trading volume of 15,629 shares over the past 20 days, indicating moderate liquidity. The funds last price was $116.58, with key moving averages showing a SMA 20 of $117.59, SMA 50 of $116.58, and SMA 200 of $114.70. The Average True Range (ATR) of 0.97 suggests relatively low volatility in recent trading sessions. With assets under management (AUM) of $446.38 million, JPUS is a mid-sized ETF in its category, providing a stable vehicle for investors seeking diversified U.S. equity exposure.

Over the next three months, JPUS is expected to trade within a range of $114.50 to $118.50, based on its current price action and moving averages. The SMA 200 at $114.70 will likely act as a key support level, while the SMA 50 at $116.58 could serve as resistance. The ATR of 0.97 indicates that volatility is expected to remain muted, with average daily price movements of less than 1%.

From a fundamental perspective, JPUSs AUM of $446.38 million reflects a stable investor base. The funds focus on diversified factor characteristics positions it well to navigate varying market conditions. With no significant changes in its investment strategy anticipated, JPUS is likely to maintain its current risk-return profile over the next quarter.

Additional Sources for JPUS ETF

JPUS ETF Overview

Market Cap in USD 373m
Category Mid-Cap Value
TER 0.18%
IPO / Inception 2015-09-29

JPUS ETF Ratings

Growth Rating 71.3
Fundamental -
Dividend Rating 61.4
Rel. Strength -3.71
Analysts -
Fair Price Momentum 107.45 USD
Fair Price DCF -

JPUS Dividends

Dividend Yield 12m 2.29%
Yield on Cost 5y 4.39%
Annual Growth 5y 8.31%
Payout Consistency 99.3%

JPUS Growth Ratios

Growth Correlation 3m -86.5%
Growth Correlation 12m 47.4%
Growth Correlation 5y 86.1%
CAGR 5y 13.62%
CAGR/Max DD 5y 0.71
Sharpe Ratio 12m -0.59
Alpha -2.75
Beta 0.687
Volatility 29.33%
Current Volume 4.9k
Average Volume 20d 15.6k
What is the price of JPUS stocks?
As of April 28, 2025, the stock is trading at USD 111.60 with a total of 4,927 shares traded.
Over the past week, the price has changed by +3.72%, over one month by -3.07%, over three months by -5.32% and over the past year by +5.27%.
Is JPMorgan Diversified Return a good stock to buy?
Yes. Based on ValueRay Analyses, JPMorgan Diversified Return (NYSE ARCA:JPUS) is currently (April 2025) a good stock to buy. It has a ValueRay Growth Rating of 71.25 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JPUS as of April 2025 is 107.45. This means that JPUS is currently overvalued and has a potential downside of -3.72%.
Is JPUS a buy, sell or hold?
JPMorgan Diversified Return has no consensus analysts rating.
What are the forecast for JPUS stock price target?
According to ValueRays Forecast Model, JPUS JPMorgan Diversified Return will be worth about 120 in April 2026. The stock is currently trading at 111.60. This means that the stock has a potential upside of +7.54%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 120 7.5%