(JPEM) JPMorgan Diversified Return - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46641Q3083

Equity, Emerging, Markets, Diversified

Dividends

Dividend Yield 4.61%
Yield on Cost 5y 6.51%
Yield CAGR 5y 14.15%
Payout Consistency 91.5%
Payout Ratio -
Risk via 5d forecast
Volatility 10.6%
Value at Risk 5%th 17.4%
Relative Tail Risk -0.13%
Reward TTM
Sharpe Ratio 1.10
Alpha 8.96
CAGR/Max DD 0.88
Character TTM
Hurst Exponent 0.423
Beta 0.449
Beta Downside 0.432
Drawdowns 3y
Max DD 14.30%
Mean DD 3.00%
Median DD 2.39%

Description: JPEM JPMorgan Diversified Return October 26, 2025

JPMorgan Diversified Return Emerging Markets Equity ETF (NYSE ARCA:JPEM) commits at least 80 % of its net assets-plus any investment-grade borrowing-to the securities that compose its underlying index, which tracks a diversified basket of emerging-market equities selected for distinct factor characteristics.

As of the latest filing, the fund carries an expense ratio of roughly 0.35 % and manages about $2.3 billion in assets, with top country allocations to China, India and Brazil. The index’s average forward earnings-yield sits near 8 % (P/E ≈ 12.5), and its sector tilt leans toward consumer discretionary, technology and financials-areas that tend to benefit from rising middle-class consumption and improving credit conditions in emerging economies. Key macro drivers include commodity price cycles, USD-relative strength, and the stance of major central banks on global liquidity.

For a deeper quantitative breakdown of JPEM’s factor exposures and risk profile, the ValueRay platform offers a free, interactive dashboard that can help you assess whether the ETF aligns with your investment thesis.

What is the price of JPEM shares?

As of December 16, 2025, the stock is trading at USD 61.13 with a total of 12,137 shares traded.
Over the past week, the price has changed by +1.38%, over one month by +1.34%, over three months by +3.71% and over the past year by +18.30%.

Is JPEM a buy, sell or hold?

JPMorgan Diversified Return has no consensus analysts rating.

What are the forecasts/targets for the JPEM price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 70 14.6%

JPEM Fundamental Data Overview December 09, 2025

Market Cap USD = 368.7m (368.7m USD * 1.0 USD.USD)
Beta = 0.75
Revenue TTM = 0.0 USD
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 = 368.7m USD (368.7m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 368.7m)
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 368.7m / 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 = 7.67% (E(368.7m)/V(368.7m) * Re(7.67%) + (debt-free company))
Discount Rate = 7.67% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for JPEM ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle