(JPLD) J P Morgan Exchange-Traded - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46654Q7732
JPLD: Mortgage-Backed Securities, Asset-Backed Securities, Mortgage Securities
The J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (BATS: JPLD) is a fixed-income ETF designed to provide exposure to short-duration bonds and related securities. The fund primarily invests in mortgage-backed securities (MBS), asset-backed securities (ABS), mortgage-related securities, and adjustable-rate mortgages (ARMs). It also allocates to money market instruments and structured investments to enhance liquidity and diversification. Under normal market conditions, the ETF maintains at least 80% of its assets in debt securities, focusing on fixed- and floating-rate instruments tied to residential mortgage loans. This strategy aims to balance income generation with reduced sensitivity to interest rate fluctuations, making it suitable for investors seeking stable returns in a low-interest-rate environment.
From a technical standpoint, JPLD has shown stability with a 20-day average volume of 102,150 shares, indicating moderate liquidity. Its last price of $51.69 is slightly above the 20-day moving average of $51.57 and the 50-day moving average of $51.53, suggesting mild upward momentum. The 200-day moving average of $50.76 provides a higher support level, reinforcing the ETFs long-term bullish trend. The Average True Range (ATR) of 0.14 reflects low volatility, highlighting the funds suitability for risk-averse investors. With an AUM of $1,158.81 million, JPLD is a sizable ETF, ensuring market impact is minimized during buy or sell activities.
Additional Sources for JPLD ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
JPLD ETF Overview
Market Cap in USD | 1,196m |
Category | Short-Term Bond |
TER | 0.24% |
IPO / Inception | 1993-02-02 |
JPLD ETF Ratings
Growth Rating | 54.4 |
Fundamental | - |
Dividend Rating | 57.0 |
Rel. Strength | 8.71 |
Analysts | - |
Fair Price Momentum | 53.00 USD |
Fair Price DCF | - |
JPLD Dividends
Dividend Yield 12m | 4.44% |
Yield on Cost 5y | 4.93% |
Annual Growth 5y | 57.75% |
Payout Consistency | 100.0% |
Payout Ratio | % |
JPLD Growth Ratios
Growth Correlation 3m | 71% |
Growth Correlation 12m | 97.2% |
Growth Correlation 5y | 99.4% |
CAGR 5y | 6.66% |
CAGR/Max DD 5y | 5.67 |
Sharpe Ratio 12m | 0.51 |
Alpha | 2.63 |
Beta | -0.018 |
Volatility | 1.93% |
Current Volume | 56.5k |
Average Volume 20d | 71k |
As of June 02, 2025, the stock is trading at USD 52.00 with a total of 56,465 shares traded.
Over the past week, the price has changed by +0.37%, over one month by +0.46%, over three months by +0.94% and over the past year by +6.32%.
Partly, yes. Based on ValueRay´s Analyses, J P Morgan Exchange-Traded (BATS:JPLD) is currently (June 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 54.39 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of JPLD is around 53.00 USD . This means that JPLD is currently overvalued and has a potential downside of 1.92%.
J P Morgan Exchange-Traded has no consensus analysts rating.
According to our own proprietary Forecast Model, JPLD J P Morgan Exchange-Traded will be worth about 57.2 in June 2026. The stock is currently trading at 52.00. This means that the stock has a potential upside of +10.08%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 57.2 | 10.1% |