JGLO - ETF AI Analysis

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JPMorgan Global Select Equity ETF (JGLO)

Rating:72Outperform

Price Target:―

The JPMorgan Global Select Equity ETF (JGLO) has a strong overall rating, driven by its top holdings in companies like Microsoft and Alphabet. Microsoft contributes positively with its robust growth in cloud and AI segments, supported by strong financial performance and strategic investments. Alphabet also strengthens the fund with its bullish outlook, driven by strategic investments in AI and cloud services, despite some valuation concerns. However, holdings like Nvidia and Amazon slightly temper the rating due to high valuations and short-term technical weaknesses. The fund's main risk lies in its concentration in large-cap tech stocks, which could be vulnerable to sector-specific downturns.

Positive Factors

Strong Top Holdings

Several of the ETF's largest positions, like Nvidia and Microsoft, have delivered strong year-to-date performance, driving overall returns.

Sector Diversification

The ETF spreads its investments across multiple sectors, including Technology, Financials, and Consumer Cyclical, reducing reliance on any single industry.

Healthy Asset Growth

With over $7.2 billion in assets under management, the fund shows strong investor interest and stability.

Negative Factors

High U.S. Concentration

The ETF allocates over 75% of its portfolio to U.S. companies, limiting exposure to international markets.

Mixed Performance Among Holdings

Some top holdings, like Amazon and Walt Disney, have shown weak year-to-date performance, which could weigh on future returns.

Moderate Expense Ratio

The ETF's expense ratio of 0.47% is higher than some low-cost alternatives, potentially reducing net returns for investors.

JGLO vs. SPDR S&P 500 ETF (SPY)

AUM6.87B

RegionGlobal

Expense Ratio0.47%

Beta0.88

IssuerJPMorgan

Inception DateSep 13, 2023

Dividend Yield1.73%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume667,771

30 Day Avg. Volume389,557

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

78.19

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering74

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

JGLO Summary

The JPMorgan Global Select Equity ETF (ticker: JGLO) is a fund that lets you invest in a wide range of companies from around the world, including the U.S., Japan, and Europe. It focuses on the total market, meaning it includes large, medium, and small companies across various industries like technology, finance, and healthcare. Some of its top holdings include well-known companies like Microsoft and Nvidia. This ETF is a good option for investors looking to diversify their portfolio and gain exposure to global markets. However, since it invests in stocks worldwide, its performance can go up and down with the overall market conditions.

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

The JPMorgan Global Select Equity ETF (JGLO) leans heavily on tech giants like Nvidia and Apple, which have shown steady or rising performance thanks to their leadership in AI and consumer electronics. Microsoft, however, has been a mixed bag, with cloud growth offset by recent stock volatility. Alphabet’s bullish momentum and strategic focus on AI are bright spots, while Meta’s expense concerns and regulatory risks have held it back. With a clear tilt toward technology and a global reach, this fund is riding the wave of innovation but faces some turbulence from uneven sector performance.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	6.27%	$445.90M	$4.60T	36.15%	76 Outperform
MSFT	Microsoft	5.47%	$389.55M	$3.59T	14.12%	79 Outperform
AAPL	Apple	5.32%	$378.40M	$3.85T	9.37%	79 Outperform
AMZN	Amazon	4.04%	$287.53M	$2.58T	12.49%	71 Outperform
GOOGL	Alphabet Class A	2.85%	$202.48M	$3.89T	69.46%	85 Outperform
META	Meta Platforms	2.76%	$196.55M	$1.64T	4.90%	76 Outperform
XOM	Exxon Mobil	2.64%	$188.10M	$499.69B	15.36%	74 Outperform
JNJ	Johnson & Johnson	2.54%	$180.87M	$499.90B	44.83%	78 Outperform
DIS	Walt Disney	2.47%	$175.97M	$201.58B	5.08%	75 Outperform
0700	Tencent Holdings	2.05%	$146.20M	HK$5.64T	68.06%	75 Outperform

JGLO Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

67.23

Positive

100DMA

66.86

Positive

200DMA

63.93

Positive

Market Momentum

MACD

0.44

Negative

RSI

63.40

Neutral

STOCH

84.66

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 67.77, equal to the 50-day MA of 67.23, and equal to the 200-day MA of 63.93, indicating a bullish trend. The MACD of 0.44 indicates Negative momentum. The RSI at 63.40 is Neutral, neither overbought nor oversold. The STOCH value of 84.66 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
JGLO	―	―	$6.87B	0.47%	―
CGDG	―	―	$4.16B	0.47%	―
BDYN	―	―	$2.38B	0.40%	―
CGGE	―	―	$1.74B	0.47%	―
BDVL	―	―	$1.44B	0.40%	―
INFL	―	―	$1.35B	0.85%	―

Performance Comparison

JGLO

JPMorgan Global Select Equity ETF

68.73

9.66

16.35%

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

―

INFL

Horizon Kinetics Inflation Beneficiaries 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.

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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