JGLO - ETF AI Analysis
Top Page
JPMorgan Global Select Equity ETF (JGLO)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered steady gains over the past year-to-date and recent months, indicating solid recent momentum.
High-Quality Top Holdings
Several of the largest positions, including Nvidia, Apple, ASML, Johnson & Johnson, Safran, and NextEra Energy, have shown strong performance, helping drive the fund’s returns.
Global and Sector Diversification
The fund spreads its investments across multiple countries and sectors, with meaningful exposure to technology, financials, consumer cyclical, health care, and communication services, which helps reduce reliance on any single area of the market.
Negative Factors
Heavy U.S. Concentration
Despite being a global fund, a large majority of assets are invested in U.S. companies, which limits the benefits of international diversification.
Tech-Driven Risk
A significant portion of the portfolio is in technology stocks, meaning the ETF could be more sensitive to downturns in the tech sector.
Mid-Range Expense Ratio
The fund’s expense ratio is not especially low, so investors are paying a noticeable ongoing fee compared with some cheaper broad-market ETFs.
JGLO vs. SPDR S&P 500 ETF (SPY)
AUM6.47B
RegionGlobal
Expense Ratio0.47%
Beta0.89
IssuerJPMorgan
Inception DateSep 13, 2023
Dividend Yield1.66%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume564,488
30 Day Avg. Volume227,437
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
87.13Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering76
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JGLO Summary
JGLO, the JPMorgan Global Select Equity ETF, is an actively managed fund that invests in a wide mix of stocks from around the world, with a focus on the total global stock market rather than a single index. It holds many well-known companies such as Nvidia and Microsoft, and spreads money across different sectors like technology, finance, and health care, with most exposure in the United States but also stakes in Europe and Asia. Someone might invest in JGLO for broad global diversification and long-term growth potential. A key risk is that it can rise or fall with global stock markets, especially tech-heavy stocks.
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 Big Tech, with Nvidia, Apple, and ASML acting as the main engines of recent gains thanks to their strong momentum in AI and semiconductors. Apple, in particular, has been humming along nicely, giving the fund a solid boost. On the flip side, Microsoft and Amazon have been more mixed, losing some steam and tempering overall performance. Beyond tech, steady names like Johnson & Johnson and NextEra Energy help balance the ride. The fund is globally spread, blending U.S. giants with European leaders for broad international exposure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.05% | $467.30M | $4.77T | 5.99% | 76 Outperform | |
| Microsoft | 4.68% | $310.09M | $2.92T | -23.91% | 79 Outperform | |
| Amazon | 4.39% | $290.73M | $2.48T | -1.54% | 71 Outperform | |
| Alphabet Class A | 4.07% | $269.64M | $4.08T | 71.33% | 85 Outperform | |
| Apple | 3.95% | $261.82M | $4.99T | 61.77% | 79 Outperform | |
| Mastercard | 3.66% | $242.26M | $497.24B | 0.75% | 75 Outperform | |
| Johnson & Johnson | 2.95% | $195.66M | $642.79B | 58.75% | 78 Outperform | |
| SAFRAN SA | 2.75% | $182.36M | €143.00B | 21.13% | 67 Neutral | |
| NextEra Energy | 2.65% | $175.67M | $186.22B | 24.61% | 71 Outperform | |
| ASML Holding NV | 2.60% | $172.59M | €530.35B | 118.10% | 76 Outperform |
JGLO Technical Analysis
Positive
―
Price Trends
70.93
Positive
69.49
Positive
68.71
Positive
Market Momentum
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 71.35, equal to the 50-day MA of 70.93, and equal to the 200-day MA of 68.71, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
71.62
8.03
12.63%
CGDG
Capital Group Dividend Growers ETF
―
―
―
BDYN
iShares Dynamic Equity Active ETF
―
―
―
CGGE
Capital Group Global Equity ETF
―
―
―
BDVL
iShares Disciplined Volatility Equity Active ETF Trust Unit
―
―
―
BFLX
iShares Flexible Equity Active ETF
―
―
―
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: ―
Table of Contents