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JTEK - ETF AI Analysis
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JPMorgan U.S. Tech Leaders ETF (JTEK)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Nvidia, Snowflake, and Oracle, have delivered strong year-to-date performance, supporting overall fund returns.
Sector Diversification Within Growth Industries
The ETF is spread across multiple growth-oriented sectors like Technology, Communication Services, and Consumer Cyclical, reducing reliance on a single industry.
Healthy Asset Growth
The fund has significant assets under management, indicating strong investor interest and stability.
Negative Factors
High Geographic Concentration
With over 97% exposure to U.S. companies, the ETF lacks diversification across global markets, increasing vulnerability to domestic economic risks.
Sector Overweight in Technology
More than half of the portfolio is concentrated in the Technology sector, making the fund sensitive to downturns in tech stocks.
Moderately High Expense Ratio
The ETF's expense ratio of 0.65% is higher than some low-cost alternatives, potentially reducing net returns over time.
JTEK vs. SPDR S&P 500 ETF (SPY)
AUM3.28B
RegionNorth America
Expense Ratio0.65%
Beta1.61
IssuerJPMorgan
Inception DateOct 04, 2023
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume127,986
30 Day Avg. Volume237,682
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
110.90Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering63
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JTEK Summary
The JPMorgan U.S. Tech Leaders ETF (Ticker: JTEK) is an investment fund focused on the U.S. technology sector, offering exposure to innovative companies driving advancements in areas like artificial intelligence, cloud computing, and cybersecurity. Some of its top holdings include well-known names like Nvidia and Meta Platforms, making it a great option for investors interested in the growth potential of cutting-edge technology. This ETF provides diversification within the tech industry, allowing you to invest in multiple leading companies without picking individual stocks. However, since it’s heavily focused on technology, its performance can be impacted by market trends in the tech sector, which may experience ups and downs.
How much will it cost me?The JPMorgan U.S. Tech Leaders ETF (JTEK) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on selecting leading tech companies rather than tracking a broad index.
What would affect this ETF?The JPMorgan U.S. Tech Leaders ETF (JTEK) could benefit from continued advancements in technology areas like artificial intelligence, cloud computing, and cybersecurity, as well as strong performance from its top holdings such as Nvidia and Meta Platforms. However, rising interest rates or regulatory changes targeting the tech sector could negatively impact growth-focused companies in the fund. Additionally, broader economic challenges in the U.S., where the ETF is geographically concentrated, may pose risks to its performance.
JTEK Top 10 Holdings
The JPMorgan U.S. Tech Leaders ETF (JTEK) is riding the wave of innovation, with a strong tilt toward U.S. technology giants. Alphabet and Shopify are leading the charge, benefiting from robust growth in AI and cloud services, while Nvidia’s recent dip suggests some cooling after its earlier rally. Snowflake, however, is lagging, weighed down by profitability concerns despite its AI-driven potential. Tesla and Lam Research add a spark with steady gains, but the fund’s heavy tech focus means it’s vulnerable to sector-wide volatility. Overall, JTEK is a bet on the transformative power of U.S. tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.59% | $148.96M | $4.60T | 36.15% | 76 Outperform | |
| Alphabet Class C | 4.25% | $138.12M | $3.89T | 66.85% | 82 Outperform | |
| Tesla | 4.14% | $134.34M | $1.43T | 10.40% | 73 Outperform | |
| Snowflake | 3.97% | $129.00M | $79.90B | 37.75% | 54 Neutral | |
| Take-Two | 3.87% | $125.56M | $47.43B | 41.30% | 53 Neutral | |
| Broadcom | 3.32% | $107.82M | $1.63T | 48.22% | 76 Outperform | |
| Robinhood | 3.32% | $107.78M | $105.18B | 187.90% | 68 Neutral | |
| TSMC | 3.22% | $104.70M | $1.37T | 52.62% | 81 Outperform | |
| Lam Research | 3.22% | $104.45M | $255.07B | 169.20% | 77 Outperform | |
| Shopify | 3.11% | $100.97M | $216.92B | 62.26% | ― |
JTEK Technical Analysis
Positive
―
Price Trends
91.38
Positive
90.72
Positive
83.85
Positive
Market Momentum
0.37
Negative
51.83
Neutral
78.56
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JTEK, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 91.03, equal to the 50-day MA of 91.38, and equal to the 200-day MA of 83.85, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 51.83 is Neutral, neither overbought nor oversold. The STOCH value of 78.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JTEK.
JTEK Peer Comparison
Comparison Results
Performance Comparison
JTEK
JPMorgan U.S. Tech Leaders ETF
91.72
15.56
20.43%
THRO
Ishares U.S. Thematic Rotation Active Etf
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LCTU
BlackRock U.S. Carbon Transition Readiness ETF
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DFAR
Dimensional US Real Estate ETF
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―
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UTES
Virtus Reaves Utilities ETF
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XPND
First Trust Expanded Technology 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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