JMOM ETF Analysis: JPMorgan U.S. Momentum | NYSE

Large Blend | NYSE, USA | Market Cap: 2.772m USD | 12M Return: 26% | US46641Q7795 | Charts, Fundamentals & Technical Analysis

U.S. Equities, Momentum Factor, Large-Cap Stocks, Factor Investing
Total Rating 69
Safety 54
Buy Signal -0.08
Large Blend
Category Rotation: +7.2
TER: 0.12%
AUM: 2.77B
Avg Turnover: 9.91M
Risk 3d forecast
Volatility12.7%
VaR 5th Pctl2.39%
VaR vs Median4.22%
Reward TTM
Sharpe Ratio1.19
Rel. Str. IBD74
Rel. Str. Peer Group95.6
Character TTM
Beta1.106
Beta Downside1.088
Hurst Exponent0.441
Drawdowns 3y
Max DD19.51%
CAGR/Max DD1.48
CAGR/Mean DD13.88

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 8.9 years of data

Jan +1.7% 30
Feb -1.3% 16
Mar -1.3% 12
Apr +0.6% 0
May +0.4% 17
Jun +2.6% 46
Jul +0.3% 11
Aug -0.3% 17
Sep -3.8% 42
Oct -0.5% 20
Nov +2.9% 16
Dec -0.8% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: JMOM JPMorgan U.S. Momentum

JPMorgan U.S. Momentum Factor ETF (JMOM) is an exchange-traded fund that invests at least 80% of its assets in securities comprising its underlying index, which is composed of U.S. equity securities selected for positive momentum factor characteristics. As a factor-based ETF, JMOM employs a passive indexing strategy that targets the momentum factor-a quantitative investment approach that typically selects stocks based on their recent price appreciation trends rather than fundamental value or market capitalization. The fund provides investors with targeted exposure to U.S. large-cap equities exhibiting upward price momentum, making it a thematic tool for investors seeking to incorporate factor investing into their portfolio allocation.

Headlines to Watch Out For
  • Momentum factor outperforms value amid U.S. large cap rally
  • JPMorgan ETF franchise expands AUM across factor strategies
  • Fed rate cuts boost growth and momentum stock valuations
What is the price of JMOM shares?

As of October 05, 2026, the stock is trading at USD 85.04 with a total of 212,399 shares traded. Over the past week, the price has changed by +1.14%, over one month by +4.17%, over three months by +2.44% and over the past year by +26.01%.

Current recommended Stop Loss: 83.80 (which is 1.5% or 1.4 ATR below the current price).

Is JMOM a buy, sell or hold?

JPMorgan U.S. Momentum has no consensus analysts rating.