JPMorgan Income ETF
JPIE

$46.22

0.15%

Market Cap: $1.92B

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

104% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 48

26% more capital invested

Capital invested by funds: $920M [Q1] → $1.16B (+$236M) [Q2]

10% more funds holding

Funds holding: 175 [Q1] → 192 (+17) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 20 [Q1] → 20 (+0) [Q2]

3.83% less ownership

Funds ownership: 80.19% [Q1] → 76.36% (-3.83%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for JPIE.

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Financial journalist opinion

JPIE: Low-Volatility Debt ETF Beating Benchmarks But Lagging Peers

JPMorgan Income ETF is an actively managed debt fund with 1428 holdings, a 6.5% yield, and a 0.39% expense ratio. The JPIE ETF has a very flexible strategy with two shortcomings: lack of transparency and high turnover. The risk profile of JPIE is on the safer side, which translates into low volatility relative to bond benchmarks.

JPIE: Low-Volatility Debt ETF Beating Benchmarks But Lagging Peers

JPIE: A Promising Active Bond Fund

JPMorgan Income ETF is a dynamic debt fund that aims to generate income and provide capital appreciation. JPIE has a flexible approach and can invest in a wide range of debt securities, allowing it to adapt to market conditions. The fund has a well-diversified portfolio with a low duration, but it carries credit risk and is sensitive to changes in interest rates.

JPIE: A Promising Active Bond Fund

Is Your Fixed Income Allocation Up to Par?

Not so long ago, many investors were clamoring for yield outside of the traditional 60/40 stock and bond split. After more than a year of an active rates market, it's hard to say that's true today.

Is Your Fixed Income Allocation Up to Par?

JEPI, JEPQ, and JPIE ETF scorecard for 2024 so far

The first quarter of 2024 was a successful one for stock market investors as the key indices like the S&P 500, Nasdaq 100, and Dow Jones surged to their record highs. The three indices jumped by 9.19%, 7.7%, and 3.9%, respectively as US companies published strong financial results and the artificial intelligence hype continued.

JEPI, JEPQ, and JPIE ETF scorecard for 2024 so far

JPIE: An Attractive Way To Take Advantage Of Fed Cuts

JPMorgan Income ETF is a fixed income ETF overweight MBS bonds with a 3-year duration. The fund's collateral composition is well-suited for the current environment, with a bar-belled approach to its collateral. JPIE is an active fund with a high turnover ratio, but outperformed treasuries and MBS ETFs in the past year by a large margin.

JPIE: An Attractive Way To Take Advantage Of Fed Cuts

JPIE: Debt ETF With A Hedge Fund Strategy

JPMorgan Income ETF is an actively managed debt fund with a dividend yield of 6.17% and an expense ratio of 0.41%. Its hedge-fund-like strategy is extremely flexible and adaptative, which comes with two drawbacks: a lack of transparency and a high turnover. The JPIE ETF has performed quite well for 2 years relative to benchmarks and peers, and it has lagged in the last few months with a safer risk profile.

JPIE: Debt ETF With A Hedge Fund Strategy

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