JMOM
JPMorgan U.S. Momentum Factor ETF
JMOM tracks an index of US large-cap companies with strong momentum, weighted by a proprietary method.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 2.7 B
ASSETS UNDER MGMT
12 bp
EXPENSES
Fund Basics
| Inception date | Nov 08, 2017 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| APPLE INC | 2.3 % |
| ADVANCED MICRO DEVICES | 2.2 % |
| MICROSOFT CORP | 2.2 % |
| JOHNSON & JOHNSON | 2.0 % |
| BROADCOM INC. | 1.9 % |
| NVIDIA CORP | 1.9 % |
| MICRON TECHNOLOGY INC | 1.8 % |
| ALPHABET INC. CLASS A | 1.7 % |
| WAL-MART STORES INC | 1.4 % |
| COSTCO WHOLESALE CORP | 1.3 % |
Constituent Breakdown
| Number of holdings | 292 |
| Herfindahl-Hirschman Index | 77 |
| Wgt avg mkt cap (mns) | $608,085 |
| Large cap (>$10bn) | 92.3% |
| Mid cap ($2-10bn) | 5.8% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 98.3% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 95.4 % |
 |
IRELAND | 1.2 % |
 |
BRITAIN | 0.5 % |
Historical Performance
Standardized Performance (as of 09/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 22.3% | 22.7% | 20.8% | 26.6% | 13.7% | -- | -- | 14.6% |
| Dividend Yield | 0.7% | 1.0% | 1.1% | 1.1% | 1.2% | -- | -- | 1.2% |
| Total Returns | 23.0% | 23.8% | 21.9% | 27.8% | 14.9% | -- | -- | 15.8% | Ann. Volatility | 18.0% | 17.1% | 18.7% | 17.3% | 19.0% | -- | -- | 20.6% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.20 | 83% |
| MSCI EAFE | 0.83 | 59% |
| MSCI Emg Mkts | 0.57 | 72% |
Liquidity Measures
| Avg. volume (000) | 130 |
| ADV traded (mns) | $10 |
| Turnover | 0.4% |
| Avg. Bid/Ask (% of price) | 0.05% |
Technical Indicators
| 30d moving avg. (EMA) | $82.13 |
| Relative strength (RSI) | 43 |
| MACD/Signal | -0.68/-0.56 |
| Bollinger Bands (Upper/Lower) | $86.38/$78.29 |
| Short interest (% of AUM) | 0.1% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. JMOM |
Expenses vs. JMOM |
ALTAR Score™ vs. JMOM |
|---|---|---|---|---|
| JQUA | JPMorgan U.S. Quality Factor ETF | 45.9% | 0 bp | +1.6% |
| MMTM | State Street SPDR S&P 1500 Momentum Tilt ETF | 44.7% | 0 bp | +0.6% |
| DSPY | Tema S&P 500 Historical Weight ETF | 43.7% | +6 bp | +1.0% |
| TOPC | iShares S&P 500 3% Capped ETF | 42.7% | +3 bp | +1.0% |
| XMAG | Defiance Large Cap ex-Mag 7 ETF | 42.6% | +23 bp | +0.8% |
| FLQL | Franklin LibertyQ U.S. Equity ETF | 41.7% | +3 bp | +1.7% |
| JHML | John Hancock Multifactor Large Cap ETF | 41.6% | +20 bp | +1.1% |
| AVLC | Avantis U.S. Large Cap Equity ETF | 41.5% | +3 bp | +1.3% |
| JVAL | JPMorgan U.S. Value Factor ETF | 41.4% | 0 bp | +3.6% |
| FDMO | Fidelity Momentum Factor ETF | 41.3% | +3 bp | -0.5% |
Risk and Returns: JMOM vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 11/2/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
4.3%
ALTAR SCORE™
29th
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 1,400 funds in the US Equity category with an average
ALTAR Score™ of 5.5% and a standard deviation
of 2.1%. JMOM's ALTAR Score™ is approximately -0.6 standard
deviations above the category average. This places JMOM in the 29th percentile
among funds in the category.
Sell-Side Consensus
$102.42
PRICE TARGET
+28.8%
UPSIDE