(JPSE) JPMorgan Diversified Return - Ratings and Ratios

The JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) is designed to provide exposure to a diversified portfolio of U.S. small-cap equity securities. The fund invests at least 80% of its total assets in securities included in its underlying index, which is constructed using a proprietary multi-factor selection process. This process evaluates securities based on three core characteristics: value, momentum, and quality. The funds strategy aims to balance these factors to achieve long-term capital appreciation while managing risk through diversification.

The underlying index is composed of U.S. equity securities selected to represent a diversified set of factor characteristics. The multi-factor approach is rules-based, systematically evaluating securities to optimize exposure to value, momentum, and quality. Value is assessed through metrics like price-to-earnings ratio and dividend yield, momentum through price trends, and quality through profitability and financial health. This combination aims to capture a broader range of investment opportunities in the small-cap universe. For more information, visit http://www.jpmorganfunds.com.

3-Month Forecast:

Based on current technical indicators: The funds price of 45.19 is below its 20-day, 50-day, and 200-day moving averages (46.82, 47.14, and 46.47, respectively), suggesting potential short-term weakness. The Average True Range (ATR) of 0.66 indicates moderate volatility, which may persist in the near term. The 20-day average volume of 23,862 shares suggests steady liquidity but not exceptional trading activity.

From a fundamental perspective: The funds assets under management (AUS) of $509.04 million reflect strong investor interest in small-cap equities. The funds diversified exposure to value, momentum, and quality factors positions it to capitalize on potential rebounds in the small-cap sector. However, broader market conditions and economic trends will likely influence performance over the next quarter.