JPXN - ETF AI Analysis

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iShares Japan Large-Cap (JPXN)

Rating:70Outperform

Price Target:―

JPXN’s rating suggests it is a solid, but not flawless, way to invest in large Japanese companies. Strong holdings like Toyota, with robust financial health and supportive technical and valuation metrics, and major financial groups such as Mizuho and Mitsubishi UFJ, which show solid performance and upward momentum, help lift the fund’s quality. However, weaker momentum and possible overvaluation in names like Mitsubishi and Mitsubishi Heavy Industries, along with risks such as overbought signals and high leverage in some holdings, slightly weigh on the overall rating and highlight the risk of concentration in Japan’s financial and industrial sectors.

Positive Factors

Strong Recent Performance

The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Leading Japanese Blue-Chip Holdings

Many of the top holdings, including major financial, industrial, and technology companies, have delivered strong year-to-date performance that supports the fund’s returns.

Broad Sector Diversification Within Japan

Exposure across many sectors—such as industrials, technology, financials, and consumer companies—helps reduce the impact if any single industry weakens.

Negative Factors

High Japan Concentration

With almost all assets invested in Japan, the fund is heavily exposed to the Japanese economy and currency, offering limited geographic diversification.

Moderately High Expense Ratio

The fund’s expense ratio is on the higher side for a large-cap ETF, which can gradually reduce net returns for long-term investors.

Notable Weakness in a Key Holding

SoftBank Group, one of the top positions, has shown weak year-to-date performance, which can drag on overall fund results if the stock continues to struggle.

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

AUM123.58M

RegionAsia-Pacific

Expense Ratio0.48%

Beta0.86

IssueriShares

Inception DateOct 23, 2001

Dividend Yield2.96%

Asset ClassEquity

Index TrackedJPX-Nikkei Index 400

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume56,908

30 Day Avg. Volume16,201

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

109.22

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering391

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

JPXN Summary

JPXN is an ETF that follows the JPX-Nikkei Index 400, giving you broad exposure to many of Japan’s largest and most important companies. It holds big names like Toyota Motor and SoftBank Group, along with major banks and industrial firms, so you’re investing across technology, finance, and manufacturing in one fund. Someone might consider JPXN to diversify outside their home country and tap into the long-term growth of Japan’s economy with a single investment. A key risk is that the value can rise or fall with the Japanese stock market and currency movements.

How much will it cost me?The iShares Japan Large-Cap ETF (JPXN) has an expense ratio of 0.48%, which means you’ll pay $4.80 per year for every $1,000 invested. This is slightly higher than average because it is designed to track a specific index of large-cap Japanese companies, requiring more management than broad passive funds. It’s still a reasonable cost for the exposure it provides.

What would affect this ETF?The iShares Japan Large-Cap ETF (JPXN) could benefit from Japan's economic recovery, advancements in technology and industrial innovation, and increased global interest in Asia-Pacific markets. However, potential risks include fluctuations in the yen, global economic slowdowns, and sector-specific challenges in industries like financials and consumer cyclical, which are sensitive to interest rates and consumer demand. Regulatory changes or geopolitical tensions in the Asia-Pacific region could also impact performance.

JPXN Top 10 Holdings

JPXN is leaning heavily on Japan’s big banks and industrial champions, with Mitsubishi UFJ, Mizuho, and Sumitomo Mitsui all rising and quietly powering the fund from the financial side. On the industrial and tech front, names like Tokyo Electron, Advantest, and Mitsubishi Heavy Industries are also climbing, giving the ETF a strong push from Japan’s manufacturing and semiconductor backbone. The main spoiler is SoftBank Group, which has been lagging and acting like a small anchor on an otherwise steadily improving, Japan-focused portfolio.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
6857	Advantest	2.29%	$2.83M	¥18.66T	203.78%	75 Outperform
8411	Mizuho Financial Group	2.13%	$2.62M	¥16.86T	59.02%	77 Outperform
8031	Mitsui & Co	2.03%	$2.50M	¥14.37T	68.72%	74 Outperform
8316	Sumitomo Mitsui Financial Group	1.90%	$2.34M	¥21.05T	50.83%	77 Outperform
9984	SoftBank Group	1.87%	$2.31M	¥24.28T	77.89%	64 Neutral
8058	Mitsubishi	1.82%	$2.25M	¥15.53T	70.35%	60 Neutral
8035	Tokyo Electron	1.79%	$2.21M	¥18.93T	61.16%	73 Outperform
8306	Mitsubishi UFJ Financial Group	1.68%	$2.07M	¥31.36T	46.99%	76 Outperform
7203	Toyota Motor	1.67%	$2.06M	¥45.67T	25.15%	80 Outperform
7011	Mitsubishi Heavy Industries	1.61%	$1.99M	¥15.19T	103.90%	60 Neutral

JPXN Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

88.02

Positive

100DMA

86.31

Positive

200DMA

81.82

Positive

Market Momentum

MACD

1.24

Negative

RSI

66.89

Neutral

STOCH

86.91

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPXN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 90.94, equal to the 50-day MA of 88.02, and equal to the 200-day MA of 81.82, indicating a bullish trend. The MACD of 1.24 indicates Negative momentum. The RSI at 66.89 is Neutral, neither overbought nor oversold. The STOCH value of 86.91 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JPXN.

JPXN Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
JPXN	―	―	$123.58M	0.48%	―
EWJV	―	―	$594.46M	0.15%	―
DBJP	―	―	$546.33M	0.45%	―
FJP	―	―	$220.74M	0.80%	―
OPPJ	―	―	$156.97M	0.58%	―
FLJH	―	―	$121.83M	0.09%	―

Performance Comparison

JPXN

iShares Japan Large-Cap

92.86

23.06

33.04%

EWJV

iShares MSCI Japan Value ETF

―

DBJP

Xtrackers MSCI Japan Hedged Equity ETF

―

FJP

First Trust Japan AlphaDEX Fund

―

OPPJ

WisdomTree Japan Opportunities Fund

―

FLJH

Franklin FTSE Japan Hedged 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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