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JGLO - ETF AI Analysis
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JPMorgan Global Select Equity ETF (JGLO)
Rating:72Outperform
Price Target:―
Positive Factors
Large, Established Asset Base
The fund manages a sizable pool of assets, which suggests it has attracted meaningful investor interest and offers solid liquidity for trading.
Global Diversification
While most holdings are in the U.S., the ETF also invests across several other major markets like Japan and Europe, helping spread country-specific risk.
Broad Sector Mix
Exposure to a wide range of sectors, including technology, financials, consumer, and health care, reduces reliance on any single part of the economy.
Negative Factors
Mixed Performance in Top Holdings
Several of the largest positions, including well-known technology names, have shown weak year-to-date performance, which can drag on overall returns.
High U.S. Concentration
With the majority of assets in U.S. companies, the fund is heavily tied to the direction of the U.S. market despite its global label.
Moderate Expense Ratio
The fund’s fee is not especially low for an ETF, which can slightly reduce net returns over time compared with cheaper alternatives.
JGLO vs. SPDR S&P 500 ETF (SPY)
AUM7.00B
RegionGlobal
Expense Ratio0.47%
Beta0.88
IssuerJPMorgan
Inception DateSep 13, 2023
Dividend Yield1.72%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume75,146
30 Day Avg. Volume290,510
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
80.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering75
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 holdings in the U.S. It doesn’t track a specific index, but follows a broad global stock market theme, owning companies of different sizes across many sectors, especially technology and financials. Well-known holdings include Microsoft and Nvidia. Someone might invest in JGLO to get instant global diversification and long-term growth potential in one fund. A key risk is that it is heavily tilted toward stocks, especially tech, so its value can rise and fall sharply with global markets.
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’s story is all about big global growth names, with U.S. tech and communication giants in the driver’s seat. Alphabet and Amazon have been rising and helping to pull the fund forward, while Exxon Mobil and Johnson & Johnson add a steady, defensive backbone. On the flip side, Microsoft, Apple, and Meta are losing steam lately, acting as a bit of a drag despite their hefty weights. Nvidia’s performance looks mixed, keeping volatility in the mix. Overall, it’s a U.S.-heavy, tech-tilted global fund with a few stabilizers sprinkled in.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.20% | $506.05M | $4.57T | 41.20% | 76 Outperform | |
| Microsoft | 4.34% | $305.20M | $2.97T | -2.69% | 79 Outperform | |
| Amazon | 3.83% | $269.53M | $2.20T | -2.99% | 71 Outperform | |
| Apple | 3.60% | $253.03M | $3.88T | 7.75% | 79 Outperform | |
| Exxon Mobil | 2.85% | $200.34M | $635.44B | 33.06% | 74 Outperform | |
| Meta Platforms | 2.83% | $199.27M | $1.63T | -4.08% | 76 Outperform | |
| Alphabet Class A | 2.59% | $182.44M | $3.67T | 75.32% | 85 Outperform | |
| SAFRAN SA | 2.39% | $168.30M | €142.86B | 41.01% | 67 Neutral | |
| Johnson & Johnson | 2.21% | $155.48M | $590.40B | 49.41% | 78 Outperform | |
| Mastercard | 2.18% | $153.06M | $470.86B | -5.58% | 75 Outperform |
JGLO Technical Analysis
Positive
―
Price Trends
68.55
Positive
67.77
Positive
65.75
Positive
Market Momentum
0.22
Positive
57.14
Neutral
63.48
Neutral
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 69.29, equal to the 50-day MA of 68.55, and equal to the 200-day MA of 65.75, indicating a bullish trend. The MACD of 0.22 indicates Positive momentum. The RSI at 57.14 is Neutral, neither overbought nor oversold. The STOCH value of 63.48 is Neutral, 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
69.74
9.10
15.01%
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.
Disclaimer
This 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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