JPMorgan Income ETFJPIE
JPIE
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
340% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 10
205% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 39
43% more capital invested
Capital invested by funds: $1.3B [Q2] → $1.86B (+$560M) [Q3]
24% more funds holding in top 10
Funds holding in top 10: 21 [Q2] → 26 (+5) [Q3]
15% more funds holding
Funds holding: 195 [Q2] → 225 (+30) [Q3]
6.5% more ownership
Funds ownership: 86.07% [Q2] → 92.57% (+6.5%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for JPIE.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
JPIE: A Long-Term Income ETF
JPMorgan Income ETF is an actively managed Multi-Sector Income fund has a 5.90% 30 day SEC yield. 70% of JPIE's assets are securitized and 65% of are rated BBB or higher. The average duration is 2.3 years, resulting in lower volatility than most peers. With the S&P 500 P/E ratio hovering around 30 and the outlook for higher for longer interest rates, 2025 favors low-risk investment-grade bonds.
Neutral
Seeking Alpha
1 month ago
End Of 2024 Trending Exchange-Traded Funds
I updated my universe of exchange-traded funds to track based on superior long-term performance. Nearly 450 ETFs are ranked based on short-term monthly returns, exponential moving average, and money flows into funds. With valuations and concentrations high, I select twenty trending ETFs Lipper Categories with less risk of correction in 2025 for further analysis.
Positive
Seeking Alpha
1 month ago
JPIE: Is Still A Buy
JPMorgan Income ETF (JPIE) offers an attractive risk/reward proposition with high yield and low volatility, making it a compelling investment in the current market. The fund is heavily weighted in MBS bonds, with 27.8% in Agency MBS, 19.4% in CMBS, and 15.3% in Asset Backed Securities. JPIE maintains a high credit quality, with 40% of holdings rated AAA and only 26.3% below investment grade, focusing on high-grade securities.
Neutral
Seeking Alpha
2 months ago
4 Simple, High-Quality Bond ETFs
CGMS, CARY, BINC, and JPIE are diversified, actively managed bond ETFs with above-average yields and returns and below-average risk and volatility. CGMS offers the highest returns and volatility, while CARY provides the best risk-adjusted returns, making it my top choice. BINC has balanced sector exposures with solid returns, and JPIE boasts the highest-quality portfolio but the lowest returns.
Positive
Seeking Alpha
4 months ago
JPIE: Simple, Strong Income ETF, Above-Average 6.1% Yield, Outperformance Since Inception
JPMorgan Income ETF is a diversified, actively managed bond ETF with a strong 6.1% dividend yield and has outperformed peers since inception. JPIE focuses on investment-grade MBS, with sizable investments in high-yield corporate bonds. The fund's active management allows for strategic sector weight decisions, potentially leading to higher yields and returns, but with increased risk.
Neutral
Seeking Alpha
5 months ago
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.
Positive
Seeking Alpha
9 months ago
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.
Negative
ETF Trends
9 months ago
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.
Positive
Invezz
9 months ago
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.
Positive
Seeking Alpha
11 months ago
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.
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