(JPIE) J.P. Morgan Exchange-Traded - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46641Q1590 • Multisector Bond
JPIE: Bond, Debt, Securities, Instruments
The J.P. Morgan Exchange-Traded Fund Trust (NYSE ARCA: JPIE) is designed to generate income by dynamically allocating capital across diverse debt markets and sectors. The funds adviser, J.P. Morgan Investment Management Inc., employs an opportunistic strategy, targeting areas with high income potential and low correlation to minimize risk. This approach allows the fund to invest in a broad range of debt securities, including investment-grade bonds, high-yield bonds, and international holdings, with flexibility across maturity spectrums. By maintaining a diversified portfolio, the fund aims to balance income generation with risk management.
Over the next three months, JPIE is expected to stabilize near its current price range of 45.4 to 45.8, supported by its strong AUM of $3.288 billion and moderate average trading volume of 682,312 shares over 20 days. The SMA 20 and SMA 50, currently at 45.63 and 45.66, respectively, suggest a bullish trend, while the SMA 200 at 44.88 indicates long-term support. With an ATR of 0.14, volatility is expected to remain low. The funds ability to navigate multiple debt sectors positions it to maintain its current trajectory, supported by J.P. Morgans active management strategy.
Additional Sources for JPIE ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
JPIE ETF Overview
Market Cap in USD | 3,368m |
Category | Multisector Bond |
TER | 0.41% |
IPO / Inception | 2021-10-28 |
JPIE ETF Ratings
Growth Rating | 46.6 |
Fundamental | - |
Dividend Rating | 77.5 |
Rel. Strength | 6.82 |
Analysts | - |
Fair Price Momentum | 47.70 USD |
Fair Price DCF | - |
JPIE Dividends
Dividend Yield 12m | 6.04% |
Yield on Cost 5y | 6.52% |
Annual Growth 5y | 72.47% |
Payout Consistency | 80.0% |
JPIE Growth Ratios
Growth Correlation 3m | 53.9% |
Growth Correlation 12m | 97.2% |
Growth Correlation 5y | 75.1% |
CAGR 5y | 2.59% |
CAGR/Max DD 5y | 0.26 |
Sharpe Ratio 12m | 1.01 |
Alpha | 3.04 |
Beta | 0.003 |
Volatility | 3.75% |
Current Volume | 2550k |
Average Volume 20d | 608.4k |
As of May 09, 2025, the stock is trading at USD 45.68 with a total of 2,549,959 shares traded.
Over the past week, the price has changed by -0.11%, over one month by +1.05%, over three months by +1.11% and over the past year by +7.26%.
Partly, yes. Based on ValueRay Analyses, J.P. Morgan Exchange-Traded (NYSE ARCA:JPIE) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 46.58 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JPIE as of May 2025 is 47.70. This means that JPIE is currently overvalued and has a potential downside of 4.42%.
J.P. Morgan Exchange-Traded has no consensus analysts rating.
According to ValueRays Forecast Model, JPIE J.P. Morgan Exchange-Traded will be worth about 51.5 in May 2026. The stock is currently trading at 45.68. This means that the stock has a potential upside of +12.78%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 51.5 | 12.8% |