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JGLO - AI Analysis
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JPMorgan Global Select Equity ETF (JGLO)
Rating:73Outperform
Price Target:
$77.05
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)
AUM7.35B
RegionGlobal
Expense Ratio0.47%
Beta0.90
IssuerJPMorgan
Inception DateSep 13, 2023
Dividend Yield1.74%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume75,946
30 Day Avg. Volume202,053
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
77.05Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering75
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 Microsoft and Nvidia, which have been rising steadily thanks to strong growth in AI and cloud services. Apple has shown mixed performance, with solid profitability but slower year-to-date gains compared to its peers. On the other hand, Amazon and Disney are dragging the fund, with Amazon facing challenges in AWS margins and Disney struggling with market headwinds. With a clear tilt toward technology and consumer sectors, this globally diversified fund is riding the wave of innovation while navigating some bumps from lagging names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 7.52% | $551.10M | $3.89T | 24.60% | 83 Outperform | |
| Nvidia | 6.82% | $499.92M | $4.53T | 36.27% | 81 Outperform | |
| Apple | 5.61% | $410.66M | $3.90T | 15.17% | 78 Outperform | |
| Amazon | 3.88% | $284.29M | $2.39T | 20.48% | 77 Outperform | |
| Meta Platforms | 3.24% | $237.34M | $1.85T | 29.86% | 82 Outperform | |
| Johnson & Johnson | 2.80% | $205.01M | $458.73B | 17.76% | 78 Outperform | |
| Exxon Mobil | 2.62% | $191.74M | $491.94B | -2.49% | 79 Outperform | |
| Walt Disney | 2.41% | $176.65M | $200.79B | 16.78% | 77 Outperform | |
| Southern Co | 2.41% | $176.36M | $105.47B | 3.93% | 66 Neutral | |
| Coca-Cola | 2.12% | $155.04M | $299.87B | 5.08% | 78 Outperform |
JGLO Technical Analysis
Positive
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Price Trends
67.29
Positive
65.93
Positive
63.00
Positive
Market Momentum
0.37
Negative
64.44
Neutral
93.54
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 67.98, equal to the 50-day MA of 67.29, and equal to the 200-day MA of 63.00, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 64.44 is Neutral, neither overbought nor oversold. The STOCH value of 93.54 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
69.14
7.42
12.02%
CGDG
Capital Group Dividend Growers ETF
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BDYN
iShares Dynamic Equity Active ETF
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BDVL
iShares Disciplined Volatility Equity Active ETF Trust Unit
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EQTY
Kovitz Core Equity ETF
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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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