JMOM ETF Analysis: JPMorgan U.S. Momentum | NYSE

Large Blend | NYSE, USA | Market Cap: 2.518m USD | 12M Return: 26% | Charts, Fundamentals & Technical Analysis

U.S. Equities, Momentum Stocks, Large Cap, Factor Investing
Total Rating 67
Safety 47
Buy Signal -0.13
Large Blend
Category Rotation: -1.2
TER: 0.12%
AUM: 2.52B
Avg Turnover: 7.81M
Risk 3d forecast
Volatility15.8%
VaR 5th Pctl2.98%
VaR vs Median4.44%
Reward TTM
Sharpe Ratio1.24
Rel. Str. IBD64.5
Rel. Str. Peer Group96.7
Character TTM
Beta1.071
Beta Downside1.043
Hurst Exponent0.429
Drawdowns 3y
Max DD19.51%
CAGR/Max DD1.26
CAGR/Mean DD10.94

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 8.6 years of data

Jan +1.7% 30
Feb -1.3% 16
Mar -1.3% 12
Apr +0.6% 0
May +0.4% 17
Jun +1.7% 44
Jul +0.6% 21
Aug -0.4% 23
Sep -3.8% 42
Oct -0.5% 20
Nov +2.9% 16
Dec -0.8% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: JMOM JPMorgan U.S. Momentum

The JPMorgan U.S. Momentum Factor ETF (JMOM) is a passively managed fund that invests at least 80% of its assets in securities that comprise its underlying index, which is composed of U.S. equity securities selected to represent positive momentum factor characteristics. Launched in November 2017, the fund is classified within the Large Blend ETF category and focuses on domestic equities. Momentum factor strategies, like the one pursued by JMOM, typically select stocks based on their recent price performance, favoring securities that have shown upward price trends relative to peers.

Headlines to Watch Out For
  • Momentum factor rotation drives JMOM inflows and outflows
  • Rising Treasury yields pressure high momentum tech holdings
  • JPMorgan expands ETF lineup competing with MTUM and IMOM
  • Sustained bull market trends boost momentum strategy performance
What is the price of JMOM shares?

As of July 28, 2026, the stock is trading at USD 81.19 with a total of 313,186 shares traded. Over the past week, the price has changed by +0.38%, over one month by -3.79%, over three months by +7.47% and over the past year by +25.99%.

Current recommended Stop Loss: 78.90 (which is 2.8% or 1.7 ATR below the current price).

Is JMOM a buy, sell or hold?

JPMorgan U.S. Momentum has no consensus analysts rating.