JTEK - ETF AI Analysis
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JPMorgan U.S. Tech Leaders ETF (JTEK)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Leading Tech Holdings
Several major technology names in the top holdings have delivered strong results, helping drive the fund’s overall performance.
Focused Growth Exposure
The heavy tilt toward U.S. technology and related sectors gives investors targeted exposure to companies with strong growth potential.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Sector Concentration Risk
With most assets in technology and communication services, the ETF is vulnerable if these sectors experience a downturn.
Underperforming Key Holdings
Some sizable positions, such as Take-Two and Tesla, have shown weak performance this year, which can drag on the fund’s results.
JTEK vs. SPDR S&P 500 ETF (SPY)
AUM3.93B
RegionNorth America
Expense Ratio0.65%
Beta1.58
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. Volume297,259
30 Day Avg. Volume309,139
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
112.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering66
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JTEK Summary
JPMorgan U.S. Tech Leaders ETF (JTEK) is a fund that focuses on leading U.S. technology companies and related areas like communication services and consumer brands tied to tech. It follows a tech-leaders theme rather than a fixed index, aiming to benefit from trends such as cloud computing, artificial intelligence, and cybersecurity. Well-known holdings include Alphabet (Google’s parent company), Nvidia, Tesla, and Meta Platforms (Facebook). Someone might invest for long-term growth and diversified exposure to many top tech names in a single investment. A key risk is that it is heavily dependent on technology stocks, which can rise and fall sharply.
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
JTEK is riding the U.S. tech wave with a heavy tilt toward chip and AI powerhouses. Intel and Ciena have been the surprise engines lately, surging ahead and giving the fund extra lift, while Broadcom, Lam Research, and Nvidia keep the semiconductor story humming along with steady-to-rising momentum. Big Tech names like Alphabet and Meta are contributing, but more quietly. On the flip side, Tesla and Take-Two are losing steam, acting as mild brakes on performance. Overall, this is a U.S.-centric bet on semiconductors and digital platforms driving the next leg of tech growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class C | 5.43% | $219.34M | $4.79T | 134.18% | 82 Outperform | |
| Intel | 5.13% | $207.11M | $546.68B | 405.94% | 64 Neutral | |
| Broadcom | 3.79% | $153.03M | $2.01T | 82.42% | 76 Outperform | |
| Lam Research | 3.71% | $149.67M | $356.06B | 231.62% | 77 Outperform | |
| Nvidia | 3.50% | $141.39M | $5.48T | 63.99% | 76 Outperform | |
| Tesla | 3.49% | $140.77M | $1.59T | 19.85% | 73 Outperform | |
| Take-Two | 3.30% | $133.32M | $44.89B | 3.20% | 53 Neutral | |
| Advanced Micro Devices | 3.10% | $125.25M | $691.54B | 266.91% | 73 Outperform | |
| Ciena | 2.70% | $108.99M | $78.40B | 547.65% | 70 Outperform | |
| ASML Holding | 2.69% | $108.51M | $581.20B | 96.55% | 81 Outperform |
JTEK Technical Analysis
Positive
―
Price Trends
89.58
Positive
88.61
Positive
89.32
Positive
Market Momentum
3.66
Positive
57.96
Neutral
35.27
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 98.51, equal to the 50-day MA of 89.58, and equal to the 200-day MA of 89.32, indicating a bullish trend. The MACD of 3.66 indicates Positive momentum. The RSI at 57.96 is Neutral, neither overbought nor oversold. The STOCH value of 35.27 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
99.73
22.22
28.67%
THRO
Ishares U.S. Thematic Rotation Active Etf
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DFAR
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UTES
Virtus Reaves Utilities ETF
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PWRD
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LCTU
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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.
DisclaimerThis 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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