JMOM:ARCA-JPMorgan U.S. Momentum Factor

ETF | Large Growth | NYSE Arca

Last Closing

USD 24.8948


0.00 (0.00)%

Market Cap




Analyst Target

Analyst Rating


ducovest Verdict



Inception Date: 08/11/2017

Primary Benchmark: JPM US Momentum Factor USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.12 %

Unadjusted Closing Price

Adjusted Closing Price



Top Sectors


Top Regions


Share Volume

Relative Performance (Total Returns)

Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
IWF iShares Russell 1000 Growth 0.20 %

+0.10 (+0.07%)

USD 39.96B
VUG Vanguard Growth 0.05 %

+0.12 (+0.09%)

USD 33.57B
IVW iShares S&P 500 Growth 0.18 %

-0.23 (-0.15%)

USD 21.17B
SCHG Schwab U.S. Large-Cap Growth 0.04 %

+0.15 (+0.21%)

USD 6.22B
MGK Vanguard Mega Cap Growth 0.07 %

+0.07 (+0.06%)

USD 3.68B
MTUM iShares Edge MSCI USA Momentum.. 0.15 %


USD 3.60B
SPYG SPDR Series Trust Portfolio S&.. 0.06 %

-0.05 (-0.15%)

USD 3.50B
VOOG Vanguard S&P 500 Growth 0.15 %

-0.14 (-0.10%)

USD 2.18B
RPG Invesco S&P 500 Pure Growth 0.35 %

-0.15 (-0.14%)

USD 2.11B
FLGE Credit Suisse FI Large Cap Gro.. 0.00 %

+0.96 (+0.46%)

USD 1.66B

ETFs Containing JMOM


Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Capital Gain 3.77% 19% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.77% 19% F 39% F
Trailing 12 Months  
Capital Gain -6.72% 35% F 61% D-
Dividend Return 0.92% 54% F 15% F
Total Return -5.80% 39% F 53% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -0.34% 19% F 38% F
Dividend Return -0.16% 13% F 24% F
Total Return 0.18% 7% F 6% F
Risk Return Profile  
Volatility (Standard Deviation) 2.12% 100% A+ 96% A
Risk Adjusted Return -7.70% 13% F 21% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.