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JPME

JPMorgan Diversified Return U.S. Mid Cap Equity ETF
1W: +0.2% 1M: -4.3% 3M: +3.8% YTD: +3.8% 1Y: +13.3% 3Y: +43.0% 5Y: +50.8%
$113.82
-0.90 (-0.79%)
After Hours: $106.28 (-7.54, -6.63%)
ETF AMEX · AUM $415.1M
ETF-Level Metrics
AUM$415M
Holdings330
Top 10 Wt6.1%
Beta0.90
% Profitable83%
Coverage95%
Portfolio Valuation
P/E22.5
P/B3.0
P/S1.5
EV/EBITDA13.2
P/FCF18.8
PEG3.91
Profitability & Returns
Gross Margin26.2%
Net Margin6.2%
ROE12.6%
ROA3.2%
ROIC8.9%
Div Yield2.38%
Leverage & Liquidity
Debt/Equity1.09
Debt/Assets0.27
Net Debt/EBITDA2.3x
Interest Cov2.9x
Current Ratio0.85
Quick Ratio0.72
Growth (YoY)
Revenue+8.2%
Net Income+17.6%
EPS+18.8%
FCF+26.3%
EBITDA+11.1%
Rev CAGR 3Y+4.2%
Quality Scores
Piotroski F6.4
Altman Z3.86
IS Quality67.8
IS Overall52.9
IS Value56.8
Median P/E19.7

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 41 11.2% 25.9
Technology 38 10.7% 25.2
Real Estate 38 10.6% 22.2
Consumer Defensive 31 10.0% 24.7
Utilities 24 9.9% 18.2
Healthcare 37 9.5% 26.8
Consumer Cyclical 34 8.7% 16.7
Energy 24 8.0% 22.0
Basic Materials 22 7.2% 6.8
Financial Services 31 7.0% 11.2
Other 19 5.0%
Communication Services 10 2.3% -12.1

Smart Money Overlap

26 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
CRS Carpenter Technology Corporation 0.49% 4 Bullish 10 5 +17.1%
KR The Kroger Co. 0.45% 4 Bullish 12 2 -4.2%
KMI Kinder Morgan, Inc. 0.44% 4 Bullish 6 3 +4.7%
EXC Exelon Corporation 0.44% 4 Bullish 8 1 +2.1%
ATO Atmos Energy Corporation 0.42% 4 Bullish 1 1 +7.7%
AME AMETEK, Inc. 0.41% 4 Bullish 17 1 -0.6%
CAH Cardinal Health, Inc. 0.41% 4 Bullish 1 1 -2.6%
WPC W. P. Carey Inc. 0.40% 4 Bullish 3 2 +1.3%
MOS The Mosaic Company 0.38% 4 Bullish 1 1 -3.9%
LH Labcorp Holdings Inc. 0.38% 4 Bullish 11 7 -4.7%
BK The Bank of New York Mellon Corporation 0.36% 4 Bullish 11 2 -1.8%
FCNCA First Citizens BancShares, Inc. 0.34% 4 Bullish 9 1 +5.2%
OKE ONEOK, Inc. 0.34% 4 Bullish 3 1 +12.1%
INGR Ingredion Incorporated 0.33% 4 Bullish 33 2 +0.5%
IFF International Flavors & Fragrances Inc. 0.33% 4 Bullish 13 4 +2.8%
KVUE Kenvue Inc. 0.32% 4 Bullish 3 4 -3.0%
VRSN VeriSign, Inc. 0.28% 4 Bullish 3 1 +10.0%
FITB Fifth Third Bancorp 0.27% 4 Bullish 2 1 +0.8%
IP International Paper Company 0.27% 4 Bullish 8 1 +1.3%
HAL Halliburton Company 0.27% 4 Bullish 16 1 +8.3%
Showing 50 of 349 holdings · Page 1 of 7
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 LUMENTUM HOLDINGS INC LITE 0.82% $3.4M 4,915 194.6 $49.2B Technology
2 CIENA CORP COMMON STOCK CIEN 0.74% $3.1M 8,082 240.0 $54.9B Technology
3 WESTERN DIGITAL CORP WDC 0.70% $2.9M 9,666 24.8 $92.7B Technology
4 CF INDUSTRIES HOLDINGS CF 0.63% $2.6M 20,885 14.2 $20.4B Basic Materials
5 TERADYNE INC COMMON TER 0.58% $2.4M 8,121 83.9 $46.6B Technology
6 ALCOA CORP COMMON STOCK AA 0.55% $2.3M 36,279 13.1 $15.2B Basic Materials
7 TECHNIPFMC PLC COMMON Private 0.55% $2.3M 35,394
8 UBIQUITI INC UI 0.53% $2.2M 2,818 53.0 $47.1B Technology
9 APA CORP COMMON STOCK APA 0.52% $2.2M 60,135 10.6 $15.1B Energy
10 PERMIAN RESOURCES PR 0.51% $2.1M 109,205 17.1 $15.4B Energy
11 CARPENTER TECHNOLOGY CRS 0.49% $2.1M 5,298 45.1 $19.5B Industrials
12 COCA-COLA CONSOLIDATED COKE 0.49% $2.1M 9,695 23.2 $15.1B Consumer Defensive
13 RBC BEARINGS INC COMMON RBC 0.48% $2.0M 3,673 64.4 $17.4B Industrials
14 ANTERO MIDSTREAM CORP AM 0.48% $2.0M 88,007 27.2 $11.2B Energy
15 QUANTA SERVICES INC PWR 0.48% $2.0M 3,554 80.5 $81.6B Industrials
16 CORNING INC COMMON STOCK GLW 0.47% $2.0M 15,279 72.9 $116.1B Technology
17 TAPESTRY INC COMMON TPR 0.47% $2.0M 14,016 55.3 $28.9B Consumer Cyclical
18 ROYAL GOLD INC RGLD 0.47% $2.0M 8,079 39.8 $15.1B Basic Materials
19 CORTEVA INC COMMON STOCK CTVA 0.47% $2.0M 24,643 50.9 $55.6B Basic Materials
20 CASEY'S GENERAL STORES CASY 0.46% $1.9M 2,872 40.6 $26.4B Consumer Cyclical
21 DARLING INGREDIENTS INC DAR 0.46% $1.9M 34,066 148.5 $9.4B Consumer Defensive
22 US FOODS HOLDING CORP USFD 0.46% $1.9M 21,662 30.3 $20.5B Consumer Defensive
23 TIMKEN CO/THE COMMON TKR 0.46% $1.9M 19,542 23.9 $6.9B Industrials
24 ELEMENT SOLUTIONS INC ESI 0.46% $1.9M 60,515 43.1 $8.3B Basic Materials
25 ARCHER-DANIELS-MIDLAND ADM 0.46% $2.0M 27,561 32.5 $34.8B Consumer Defensive
26 THE KROGER CO. KR 0.45% $1.9M 25,951 44.4 $45.4B Consumer Defensive
27 JABIL INC COMMON STOCK JBL 0.45% $1.9M 7,376 34.8 $28.2B Technology
28 ROSS STORES INC COMMON ROST 0.45% $1.9M 9,190 31.9 $69.7B Consumer Cyclical
29 EMCOR GROUP INC COMMON EME 0.45% $1.9M 2,553 25.8 $32.5B Industrials
30 CLEARWAY ENER-C RG CWEN 0.45% $1.9M 47,837 27.5 $7.9B Utilities
31 HERSHEY CO/THE COMMON HSY 0.45% $1.9M 8,921 48.5 $42.7B Consumer Defensive
32 ROYALTY PHARMA PLC Private 0.45% $1.9M 41,014
33 ANGLOGOLD ASHANTI PLC Private 0.44% $1.8M 19,809
34 EXELON CORP COMMON STOCK EXC 0.44% $1.8M 37,281 17.7 $49.5B Utilities
35 KINDER MORGAN INC COMMON KMI 0.44% $1.8M 56,343 24.8 $75.8B Energy
36 NATIONAL FUEL GAS CO NFG 0.44% $1.8M 19,896 13.2 $9.0B Energy
37 FIRSTENERGY CORP COMMON FE 0.44% $1.8M 36,314 28.3 $28.9B Utilities
38 PPL CORP COMMON STOCK PPL 0.44% $1.8M 48,157 23.5 $28.2B Utilities
39 NEXSTAR MEDIA GROUP INC NXST 0.43% $1.8M 7,880 61.1 $6.7B Communication Services
40 ENTERGY CORP COMMON ETR 0.43% $1.8M 17,337 26.2 $46.6B Utilities
41 NISOURCE INC COMMON NI 0.43% $1.8M 38,813 23.1 $21.7B Utilities
42 WEC ENERGY GROUP INC WEC 0.43% $1.8M 15,441 23.8 $37.1B Utilities
43 OGE ENERGY CORP COMMON OGE 0.43% $1.8M 37,549 20.4 $9.8B Utilities
44 CHENIERE ENERGY INC LNG 0.43% $1.8M 6,810 11.7 $62.7B Energy
45 EVERGY INC COMMON STOCK EVRG 0.43% $1.8M 22,240 21.7 $18.5B Utilities
46 THE DETROIT EDISON DTE 0.43% $1.8M 12,370 20.4 $30.0B Utilities
47 DT MIDSTREAM INC COMMON DTM 0.43% $1.8M 13,407 31.6 $13.9B Energy
48 MONOLITHIC POWER SYSTEMS MPWR 0.43% $1.8M 1,693 83.3 $52.0B Technology
49 PINNACLE WEST CAPITAL PNW 0.43% $1.8M 17,812 19.1 $11.9B Utilities
50 HOST HOTELS & RESORTS HST 0.43% $1.8M 94,332 17.6 $13.4B Real Estate
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms