JGLO - ETF AI Analysis
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JPMorgan Global Select Equity ETF (JGLO)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and consumer companies, have delivered strong year-to-date results that support the fund’s overall performance.
Broad Sector and Global Diversification
Holdings spread across many sectors and multiple countries help reduce the impact if any single industry or region runs into trouble.
Negative Factors
High Concentration in a Few Mega-Cap Stocks
A significant portion of the portfolio is tied up in a small number of very large companies, which increases the fund’s sensitivity to news about those specific stocks.
Heavy Tilt Toward U.S. Market
With most assets invested in U.S. companies, the fund is heavily exposed to the direction of the U.S. stock market despite being labeled global.
Mixed Performance Among Top Holdings
Some major positions have been weak or lagging this year, which could drag on returns if they do not recover.
JGLO vs. SPDR S&P 500 ETF (SPY)
AUM6.85B
RegionGlobal
Expense Ratio0.47%
Beta0.90
IssuerJPMorgan
Inception DateSep 13, 2023
Dividend Yield1.67%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume97,084
30 Day Avg. Volume197,645
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
87.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering77
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JGLO Summary
The JPMorgan Global Select Equity ETF (JGLO) is an actively managed fund that invests in stocks from around the world, with most of its money in U.S. companies. It doesn’t track a specific index, but aims to own a mix of large, medium, and smaller companies across many sectors, including technology, finance, and consumer businesses. Well-known holdings include Nvidia, Amazon, Microsoft, and Apple. Someone might invest in JGLO to get broad global stock market exposure and growth potential in a single fund. However, it is heavily invested in stocks and tech, so its value can rise and fall sharply with the global market.
How much will it cost me?The JPMorgan Global Select Equity ETF (JGLO) has an expense ratio of 0.47%. This means you’ll pay $4.70 per year for every $1,000 invested. The expense ratio is slightly higher than average because it is actively managed, meaning experts select stocks rather than tracking a preset index.
What would affect this ETF?The JPMorgan Global Select Equity ETF (JGLO) could benefit from global economic growth and technological innovation, especially given its significant exposure to technology companies like Microsoft and Nvidia. However, it may face challenges from rising interest rates, which can negatively impact growth stocks, and geopolitical tensions that could disrupt international markets. Its broad diversification across sectors and regions helps mitigate some risks but does not eliminate exposure to global economic uncertainties.
JGLO Top 10 Holdings
JGLO leans heavily on global tech, with Nvidia and ASML acting as the fund’s main engines, both riding the AI and semiconductor wave despite some recent bumps for Nvidia. Big U.S. names like Alphabet and Apple are still pulling their weight, while Amazon and Microsoft look a bit tired in the short term, adding some drag. Outside tech, Johnson & Johnson and NextEra provide steadier, defensive ballast, and French aerospace player Safran is quietly climbing. Overall, it’s a tech-tilted, globally diversified mix, but the story is still very much about Big Tech and chips.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.78% | $464.36M | $5.10T | 44.72% | 76 Outperform | |
| Amazon | 4.59% | $314.32M | $2.63T | 11.66% | 71 Outperform | |
| Microsoft | 4.47% | $306.16M | $2.82T | -24.42% | 79 Outperform | |
| Alphabet Class A | 4.40% | $301.37M | $4.46T | 111.68% | 85 Outperform | |
| Mastercard | 3.54% | $242.34M | $432.77B | -10.74% | 75 Outperform | |
| Apple | 3.51% | $240.52M | $4.38T | 47.40% | 79 Outperform | |
| ASML Holding NV | 2.81% | $192.58M | €633.25B | 151.49% | 76 Outperform | |
| Johnson & Johnson | 2.81% | $192.38M | $549.78B | 52.85% | 78 Outperform | |
| SAFRAN SA | 2.68% | $183.65M | €137.33B | 27.22% | 67 Neutral | |
| NextEra Energy | 2.32% | $158.70M | $180.90B | 21.70% | 71 Outperform |
JGLO Technical Analysis
Positive
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Price Trends
70.55
Positive
69.05
Positive
68.28
Positive
Market Momentum
0.11
Negative
56.35
Neutral
83.30
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JGLO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 70.45, equal to the 50-day MA of 70.55, and equal to the 200-day MA of 68.28, indicating a bullish trend. The MACD of 0.11 indicates Negative momentum. The RSI at 56.35 is Neutral, neither overbought nor oversold. The STOCH value of 83.30 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JGLO.
JGLO Peer Comparison
Comparison Results
Performance Comparison
JGLO
JPMorgan Global Select Equity ETF
71.33
7.51
11.77%
CGDG
Capital Group Dividend Growers ETF
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BDYN
iShares Dynamic Equity Active ETF
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CGGE
Capital Group Global Equity ETF
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BDVL
iShares Disciplined Volatility Equity Active ETF Trust Unit
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INFL
Horizon Kinetics Inflation Beneficiaries ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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