Summary
JMOM Chart
High Beta & Momentum ETFs Likely to Rally on War De-escalation Hopes
War de-escalation hopes lift risk sentiment. High-beta & momentum ETFs like SPHB, SPMO, JMOM may rebound but still-high VIX and oil prices keep risks alive.
JMOM: Diversification May Be A Drag For This Momentum ETF
JPMorgan U.S. Momentum Factor ETF (JMOM) offers a diversified portfolio of 265 large and mid-cap U.S. stocks with a focus on risk-adjusted return. JMOM closely tracks the Russell 1000 in sector allocation and historical returns, with slightly higher growth rates and marginally higher valuation. Compared to other momentum ETFs, JMOM stands out for its low expense ratio and above-average performance, but lags SPMO.
JMOM: Balanced Momentum Exposure
JMOM provides diversified, sector-balanced momentum exposure, avoiding heavy concentration in mega caps and individual stocks, which helps control volatility. The fund trades at a slight premium to the market but is cheaper than most momentum ETF peers, with competitive risk-adjusted returns and low expenses. Performance has closely tracked the Russell 1000, offering consistent returns and moderate volatility, making it a stable choice among momentum ETFs.
JPMorgan U.S. Momentum Factor ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 650 | $44,135 | $53,628.25 | $9,493.25 | 21.51% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 239 | $9,584.54 | $19,627.87 | $10,043.33 | 104.79% |
| SS Scott Solod Kelly Financial Group LLC | 53,942 | $3.21M | $4.37M | $1.16M | 36.18% |
| YA Yinka Akinsola Blue Trust Inc. | 4.77M | $220.48M | $391.38M | $170.91M | 77.52% |
 Jeff Ameen Spire Wealth Management | 27 | $1,521.72 | $2,249.37 | $727.65 | 47.82% |
JPMorgan U.S. Momentum Factor ETF (JMOM) FAQ
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JPMorgan U.S. Momentum Factor ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates as an investment fund focused on leveraging the momentum factor within the U.S. equity market. By strategically allocating at least 80% of its assets to securities that are part of its underlying index, the fund aims to capitalize on positive momentum factor characteristics. These characteristics are identified within the U.S. equity securities that form the core of the fund’s investment strategy. The use of "Assets" in this context indicates not just the net assets of the fund but also encompasses any borrowing undertaken for the purpose of investment, allowing for a broader base of capital deployment in pursuit of its objectives.
Products and Services
- U.S. Equity Momentum Investments
This service involves investing in U.S. equity securities that demonstrate positive momentum characteristics. The goal is to generate returns for investors by selecting stocks that are currently in an upward trend in terms of price. The selection process is guided by the underlying index which is specifically designed to capture and capitalize on this momentum.
- Strategic Asset Allocation
The fund strategically allocates at least 80% of its assets to investments that meet its criteria for positive momentum. This allocation strategy not only ensures adherence to the fund's investment philosophy but also provides a disciplined framework for managing the portfolio. Through this approach, the fund seeks to optimize the balance between risk and return by focusing on securities that exhibit a strong potential for growth.
- Leveraged Investment Options
Inclusion of borrowing as part of its "Assets" allows the fund to amplify its investment capacity. This leverage is employed with the aim of augmenting the investment returns. However, it comes with an increased level of risk, requiring careful management. The fund aims to use leverage judiciously to capitalize on investment opportunities while maintaining a balanced approach to risk management.
