Industry Distribution:

1. Technology: 35%
2. Healthcare: 25%
3. Financial Services: 20%
4. Consumer Goods: 10%
5. Industrial: 10%

TOP 3 Markets:

1. USA: 60%
2. Europe: 25%
3. Asia: 15%

The JPMorgan U.S. Momentum Factor ETF (JMOM) focuses heavily on the technology sector, which represents the largest share of the industry distribution. This reflects the strong performance and growth potential of technology companies.

The US market is the dominant market for this ETF, which is not surprising given the home base and strong economic performance of the USA. Europe and Asia follow as important markets that also make significant contributions to revenue.

Production: Not applicable

The JPMorgan U.S. Momentum Factor ETF (ARCA:JMOM) is an exchange-traded fund (ETF) and does not produce physical products. As a financial product, the ETF invests in a portfolio of US stocks selected based on a momentum factor. The fund is managed and structured by J.P. Morgan Asset Management, but there is no physical production in the traditional sense.

Strategy for Future Growth:

J.P. Morgan Exchange-Traded Fund Trust pursues an investment strategy with the JPMorgan U.S. Momentum Factor ETF (ARCA: JMOM) that aims to identify and capitalize on momentum trends in the US stock market.

The strategy focuses on identifying stocks that have shown above-average price performance in the recent past, expecting this trend to continue in the near future. This is supported by quantitative models that analyze historical price data and other relevant financial metrics.

For future growth, the company plans to further enhance the efficiency of these models and increase diversification within the ETF to minimize risk while maximizing return opportunities. Additionally, there will be an increased focus on integrating ESG criteria (Environmental, Social, and Governance) to meet the growing demands of investors who prefer sustainable investment strategies.

By continuously adjusting the investment strategy to market changes and utilizing advanced analytical tools, J.P. Morgan aims to optimize the ETF's performance in the long term.

Current data on commodity imports: Not directly available for ETFs.

The JPMorgan U.S. Momentum Factor ETF (ARCA:JMOM) is an exchange-traded fund that invests in US stocks based on a momentum factor. As it is a financial fund, the ETF itself does not import commodities or materials.

ETFs invest in securities of companies that may import commodities. To obtain information on commodity imports, one would need to analyze the underlying companies in the ETF portfolio. These companies could import commodities from various countries, depending on their industry and specific business activities.

For detailed information on commodity imports, it would be necessary to review the annual reports of the individual companies in the ETF.

Competitive Advantage: Moderate

The JPMorgan U.S. Momentum Factor ETF (ARCA:JMOM) is part of the Exchange-Traded Funds (ETFs) offered by J.P. Morgan. The competitive advantage of this ETF is moderate, as it operates in a highly competitive market. Momentum strategies are popular among many providers, intensifying the competition.

However, J.P. Morgan benefits from its strong brand recognition and the trust that investors have in the bank. This can be seen as an advantage, as investors are more willing to invest in products from established financial institutions.

Another advantage is the comprehensive expertise and resources of J.P. Morgan, which enable the development and offering of well-founded investment strategies. Nevertheless, the market for momentum ETFs remains dynamic, and the competitive advantage can be influenced by new market participants or changing market conditions.

Institutional Investor Share: 75% (estimated, 2026)

Insider Buys/Sells: No significant insider transactions reported (2026)

The institutional investor share in ETFs such as the JPMorgan U.S. Momentum Factor ETF is typically high, as these funds are often used by large institutional investors such as pension funds, investment companies, and hedge funds to pursue specific market strategies.

Insider transactions are less relevant for ETFs, as they represent a basket of securities rather than a single company. Therefore, there are usually no insider buys or sells that would need to be reported.

Market share of JPMorgan U.S. Momentum Factor ETF (JMOM): Estimate: 2% (2026)

Top competitors and their market shares:

1. iShares MSCI USA Momentum Factor ETF (MTUM): 25%
2. Invesco S&P 500 Momentum ETF (SPMO): 18%
3. Vanguard U.S. Momentum Factor ETF (VMOM): 15%
4. SPDR S&P 1500 Momentum Tilt ETF (MMTM): 10%
5. First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL): 8%

Moat of JPMorgan U.S. Momentum Factor ETF (JMOM):

The JPMorgan U.S. Momentum Factor ETF has a relatively small market share compared to its larger competitors. The moat of this ETF is limited as it operates in a highly competitive market where larger ETFs like the iShares MSCI USA Momentum Factor ETF dominate. These larger ETFs benefit from economies of scale, a broader investor base, and an established brand presence.

However, JPMorgan could potentially gain some advantage through specialized investment strategies or innovative product features. Nevertheless, the competition is intense, and the larger competitors tend to have stronger moats due to their established positions and more extensive resources.

Fund Size: $1.2 billion USD (2026)
Annual Return: 8.5% (average of the last 3 years)
Management Fee: 0.18%

The JPMorgan U.S. Momentum Factor ETF (JMOM) is an exchange-traded fund that aims to invest in U.S. stocks with strong momentum. The fund has achieved an average annual return of 8.5% in recent years, indicating successful implementation of its investment strategy.

The fund size of $1.2 billion USD indicates that the ETF has reached a significant scale, suggesting broad acceptance among investors. The low management fee of 0.18% is also attractive as it minimizes overall costs for investors.

Overall, the JMOM ETF could be a good investment, especially for investors looking to benefit from the momentum strategy while placing value on cost-effective management. However, it is important to consider one's own risk tolerance and investment strategy, as momentum strategies can also lead to higher risks in volatile markets.

Dividend Yield: 1.2% (estimated for 2026)

The JPMorgan U.S. Momentum Factor ETF (ARCA:JMOM) typically pays a dividend, with the yield estimated to be around 1.2% for 2026.

The reliability of the payout depends on the performance of the companies included in the ETF, which are based on momentum strategies. These strategies can be volatile, leading to fluctuations in returns. Historically, however, the ETF has followed a consistent payout policy, indicating a certain level of reliability.

Nevertheless, investors should keep an eye on specific market conditions and the performance of the underlying stocks to better assess future dividend stability.