— Know what they know.
Not Investment Advice

JFLI

JPMorgan Flexible Income ETF
1W: -0.2% 1M: -3.5% 3M: -0.3% YTD: -0.5% 1Y: +11.3%
$50.35
+0.31 (+0.62%)
After Hours: $47.50 (-2.85, -5.66%)
ETF AMEX · AUM $31.9M
ETF-Level Metrics
AUM$32M
Holdings416
Top 10 Wt65.0%
Beta0.48
% Profitable64%
Coverage27%
Portfolio Valuation
P/E22.1
P/B3.7
P/S3.4
EV/EBITDA13.0
P/FCF34.9
PEG2.67
Profitability & Returns
Gross Margin39.8%
Net Margin15.5%
ROE17.5%
ROA2.6%
ROIC16.2%
Div Yield3.39%
Leverage & Liquidity
Debt/Equity1.16
Debt/Assets0.18
Net Debt/EBITDA-0.7x
Interest Cov3.7x
Current Ratio0.61
Quick Ratio0.58
Growth (YoY)
Revenue+7.5%
Net Income+23.4%
EPS+24.1%
FCF+22.2%
EBITDA+14.5%
Rev CAGR 3Y+5.3%
Quality Scores
Piotroski F6.4
Altman Z3.15
IS Quality68.0
IS Overall52.7
IS Value59.5
Median P/E17.1

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 85 64.4% 12.7
Other 171 11.1%
Technology 24 3.3% -1.4
Communication Services 21 3.2% -81.0
Energy 39 3.0% 76.7
Utilities 37 2.8% 18.4
Consumer Defensive 39 2.7% 24.4
Healthcare 20 2.4% 24.4
Industrials 52 2.3% 21.1
Real Estate 38 1.8% 30.2
Consumer Cyclical 36 1.8% 16.1
Basic Materials 26 1.4% 9.8

Smart Money Overlap

34 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
T AT&T Inc. 1.21% 4 Bullish 29 5 +3.0%
AVGO Broadcom Inc. 0.40% 4 Bullish 1 10 -0.9%
JNJ Johnson & Johnson 0.25% 4 Bullish 12 2 -0.9%
META Meta Platforms, Inc. 0.21% 4 Bullish 42 14 +0.2%
EMR Emerson Electric Co. 0.21% 4 Bullish 10 1 +2.3%
MRK Merck & Co., Inc. 0.20% 4 Bullish 11 2 +0.9%
MA Mastercard Incorporated 0.20% 4 Bullish 13 3 -2.8%
T AT&T Inc. 0.20% 4 Bullish 29 5 +3.0%
MCD McDonald's Corporation 0.20% 4 Bullish 11 1 -4.3%
EOG EOG Resources, Inc. 0.19% 4 Bullish 21 1 +27.1%
FIS Fidelity National Information Services, Inc. 0.18% 4 Bullish 3 2 -5.1%
DIS The Walt Disney Company 0.18% 4 Bullish 28 3 -3.5%
CME CME Group Inc. 0.16% 4 Bullish 11 1 -5.6%
DOW Dow Inc. 0.15% 4 Bullish 11 1 +22.8%
AEP American Electric Power Company, Inc. 0.12% 4 Bullish 26 2 -3.0%
WMB The Williams Companies, Inc. 0.12% 4 Bullish 12 1 +1.6%
RTX RTX Corporation 0.12% 4 Bullish 18 3 -0.4%
KMI Kinder Morgan, Inc. 0.11% 4 Bullish 6 3 +4.5%
OKE ONEOK, Inc. 0.11% 4 Bullish 3 1 +10.4%
EXC Exelon Corporation 0.11% 4 Bullish 8 1 +0.5%
Showing 50 of 588 holdings · Page 1 of 12
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 JPMORGAN BETABUILDERS BBHY 33.73% $14.5M 316,643 $631M Financial Services
2 JPMORGAN NASDAQ EQUITY JEPQ 20.43% $8.8M 154,346 $34.6B Financial Services
3 JPMORGAN EQUITY PREMIUM JEPI 4.45% $1.9M 33,648 $45.1B Financial Services
4 JPMORGAN INCOME ETF ETP JPIE 1.95% $837,875 18,187 $5.4B Financial Services
5 CASH Cash 1.37% $588,182 588,182
6 UNITED 4.125% 01/27 T 1.21% $518,648 517,000 9.4 $204.4B Communication Services
7 JPMORGAN PRIME MONEY Private 0.75% $320,722 320,689
8 TAIWAN SEMICONDUCTOR 2330.TW 0.54% $231,764 4,000 27.9 $47.8T Technology
9 MICROSOFT CORP COMMON MSFT 0.52% $222,929 569 23.1 $2.8T Technology
10 BROADCOM INC COMMON AVGO 0.40% $171,866 544 60.5 $1.5T Technology
11 ASML HOLDING NV COMMON ASML.AS 0.32% $135,551 101 48.7 $470.3B Technology
12 ENGIE SA COMMON STOCK Private 0.29% $125,501 3,961
13 ABBVIE INC COMMON STOCK ABBV 0.28% $120,004 576 87.3 $366.3B Healthcare
14 VOLVO AB COMMON STOCK Private 0.27% $115,194 3,518
15 SAFRAN SA COMMON STOCK SAF.PA 0.26% $111,401 320 16.8 $120.1B Industrials
16 NVDA UW EQUITY Private 0.26% $112,227 620
17 NEXTERA ENERGY INC NEE 0.25% $107,697 1,184 27.9 $189.9B Utilities
18 JOHNSON & COMMON JNJ 0.25% $105,827 446 21.7 $578.2B Healthcare
19 GOOGL UW EQUITY Private 0.25% $107,822 350
20 AVGO UW EQUITY Private 0.25% $105,386 332
21 TRANE TECHNOLOGIES PLC Private 0.25% $107,955 253
22 MUENCHENER MUV2.DE 0.23% $99,489 163 11.0 $67.9B Financial Services
23 LOWE'S COS INC COMMON LOW 0.23% $98,675 427 19.8 $132.5B Consumer Cyclical
24 CHEVRON CORP COMMON CVX 0.23% $98,511 496 33.2 $410.2B Energy
25 TSLA UW EQUITY Private 0.23% $97,517 248
26 BRISTOL-MYERS SQUIBB CO BMY 0.22% $95,645 1,611 17.1 $120.0B Healthcare
27 NORDEA BANK ABP COMMON Private 0.22% $94,999 5,242
28 EMERSON ELECTRIC CO EMR 0.21% $91,565 705 31.8 $73.6B Industrials
29 PEPSICO INC COMMON STOCK PEP 0.21% $88,439 576 25.2 $207.5B Consumer Defensive
30 META PLATFORMS INC META 0.21% $88,042 143 24.8 $1.5T Communication Services
31 AT&T INC COMMON STOCK T 0.20% $87,191 3,181 9.4 $204.4B Communication Services
32 MERCK & CO INC COMMON MRK 0.20% $86,104 752 16.3 $295.1B Healthcare
33 MASTERCARD INC COMMON MA 0.20% $85,971 176 30.1 $448.7B Financial Services
34 SHELL PLC SHEL.L 0.20% $85,342 1,838 14.7 $193.0B Energy
35 MCDONALD'S CORP COMMON MCD 0.20% $84,616 268 26.0 $222.4B Consumer Cyclical
36 EOG RESOURCES INC COMMON EOG 0.19% $83,475 607 15.5 $77.7B Energy
37 GILEAD SCIENCES INC GILD 0.18% $78,840 558 20.2 $171.6B Healthcare
38 FIDELITY NATIONAL FIS 0.18% $76,915 1,563 64.4 $24.6B Technology
39 THE WALT DISNEY COMPANY DIS 0.18% $77,846 783 14.0 $170.2B Communication Services
40 OMNICOM GROUP INC COMMON OMC 0.18% $79,351 1,043 -284.8 $23.8B Communication Services
41 DBS GROUP HOLDINGS LTD Private 0.18% $76,059 1,700
42 MORGAN STANLEY DEAN MS 0.18% $75,174 473 15.4 $263.1B Financial Services
43 VERIZON COMMUNICATIONS VZ 0.18% $75,724 1,527 12.4 $212.4B Communication Services
44 RELX PLC COMMON STOCK REL.L 0.17% $72,988 2,162 21.1 $42.9B Communication Services
45 BANK OF AMERICA CORP BAC 0.17% $73,383 1,567 11.8 $356.0B Financial Services
46 NOVARTIS AG COMMON STOCK NOVN.SW 0.17% $74,015 495 20.6 $228.3B Healthcare
47 YUM BRANDS INC COMMON YUM 0.17% $75,095 472 28.4 $44.2B Consumer Cyclical
48 RIO TINTO PLC COMMON RIO.L 0.16% $67,015 766 14.3 $106.6B Basic Materials
49 SEAGATE TECHNOLOGY Private 0.16% $67,117 165
50 CME GROUP INC COMMON CME 0.16% $68,885 223 26.1 $105.7B Financial Services
1 2 3 ... 12 Next →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms