(JMOM) JPMorgan U.S. Momentum - Overview
Etf: Stocks, Momentum, U.S., Equity, ETF
Dividends
| Dividend Yield | 0.90% |
| Yield on Cost 5y | 1.50% |
| Yield CAGR 5y | 17.54% |
| Payout Consistency | 95.1% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 17.5% |
| Relative Tail Risk | 4.78% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.56 |
| Alpha | -1.14 |
| Character TTM | |
|---|---|
| Beta | 1.001 |
| Beta Downside | 0.992 |
| Drawdowns 3y | |
|---|---|
| Max DD | 19.51% |
| CAGR/Max DD | 1.16 |
Description: JMOM JPMorgan U.S. Momentum January 16, 2026
JPMorgan U.S. Momentum Factor ETF (NYSE ARCA: JMOM) is designed to track an index of U.S. large-cap equities that exhibit strong positive momentum. The fund commits at least 80 % of its net assets (plus any investment-purpose borrowing) to the securities that compose the underlying index, ensuring tight alignment with the momentum-focused methodology.
Key quantitative points (as of Q3 2024, subject to change) include an expense ratio of roughly 0.15 %, total assets under management near $600 million, and an annualized turnover rate of about 35 %, reflecting the need to rebalance frequently as momentum signals evolve. The ETF’s sector tilt typically leans toward information technology and consumer discretionary, which have historically driven momentum outperformance, while macro-level drivers such as U.S. earnings growth and the stance of the Federal Reserve on interest rates heavily influence the factor’s performance.
For a deeper dive into how JMOM’s factor exposure compares with peers and to explore broader momentum-strategy analytics, the ValueRay platform offers a free, data-rich overview that can help you validate the ETF’s fit within your portfolio.
What is the price of JMOM shares?
Over the past week, the price has changed by -0.31%, over one month by +1.53%, over three months by +2.60% and over the past year by +14.22%.
Is JMOM a buy, sell or hold?
What are the forecasts/targets for the JMOM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 83 | 17.7% |
JMOM Fundamental Data Overview February 09, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 1.95b USD (1.95b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 1.95b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 1.95b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.60% (E(1.95b)/V(1.95b) * Re(9.60%) + (debt-free company))
Discount Rate = 9.60% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)