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JMOM
+3.42 · +5.16%
$69.76 · NYSE ARCA

JPMorgan U.S. Momentum Factor ETF (JMOM) ETF Analysis | Large Blend

JPMorgan · USA
AUM:$2.0B
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 20.6% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.12% — among the lowest available for this category.

What is JMOM?

The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
JMOM delivered 20.6% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.12% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 17.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$2.0B
Expense Ratio0.12%
Dividend Yield0.84%
Holdings50
Inception DateNov 2017
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta1.07
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+16.4%
1Y
+26.0%
3Y
+98.1%
5Y
+88.1%
OpenBook InsightIf you had invested £10,000 in JMOM 5 years ago, it would have grown to £18,813 — a gain of £8,813.

Annual Returns

Calendar year performance

JMOM delivered positive returns in 4 of the last 5 calendar years.
YearJMOM
2026 YTD+20.3%
2025+17.8%
2024+29.7%
2023+23.7%
2022-20.4%
CAGR 4yr+10.8%
4/5 positive yearsAvg return: +14.2%Worst year: -20.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
17.8%
Low
Momentum
+2.1%
30-day change
Support Level
81.85
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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