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JGLO - ETF AI Analysis
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JPMorgan Global Select Equity ETF (JGLO)
Rating:72Outperform
Price Target:―
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)
AUM7.07B
RegionGlobal
Expense Ratio0.47%
Beta0.88
IssuerJPMorgan
Inception DateSep 13, 2023
Dividend Yield1.79%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume209,423
30 Day Avg. Volume331,872
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
76.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering71
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 into technology, with Microsoft and Nvidia as top holdings, though their recent performance has been mixed—Microsoft is losing steam, while Nvidia shows steady long-term promise despite short-term volatility. Apple’s rising momentum adds a spark to the fund, while Meta and Disney are dragging it down with bearish trends and valuation concerns. The ETF’s global exposure, including Tencent’s strong growth in Asia, provides a balanced geographic mix, but its tech-heavy focus means performance hinges on the sector’s resilience.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.03% | $431.30M | $4.32T | 32.60% | 76 Outperform | |
| Apple | 5.60% | $400.56M | $4.06T | 10.71% | 79 Outperform | |
| Microsoft | 5.44% | $388.99M | $3.54T | 8.85% | 79 Outperform | |
| Amazon | 3.83% | $274.28M | $2.38T | 0.34% | 71 Outperform | |
| Johnson & Johnson | 3.17% | $226.95M | $504.27B | 45.30% | 78 Outperform | |
| Alphabet Class A | 2.81% | $200.79M | $3.71T | 57.49% | 85 Outperform | |
| Meta Platforms | 2.79% | $199.52M | $1.66T | 8.76% | 76 Outperform | |
| Exxon Mobil | 2.61% | $186.45M | $483.62B | 10.33% | 74 Outperform | |
| Walt Disney | 2.50% | $178.52M | $199.27B | -0.65% | 75 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 2.29% | $163.48M | €316.40B | -1.46% | 78 Outperform |
JGLO Technical Analysis
Negative
―
Price Trends
66.96
Negative
66.41
Positive
63.32
Positive
Market Momentum
0.06
Negative
44.54
Neutral
-5.75
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JGLO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 66.72, equal to the 50-day MA of 66.96, and equal to the 200-day MA of 63.32, indicating a neutral trend. The MACD of 0.06 indicates Negative momentum. The RSI at 44.54 is Neutral, neither overbought nor oversold. The STOCH value of -5.75 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JGLO.
JGLO Peer Comparison
Comparison Results
Performance Comparison
JGLO
JPMorgan Global Select Equity ETF
66.47
7.21
12.17%
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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