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JTEK - ETF AI Analysis
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JPMorgan U.S. Tech Leaders ETF (JTEK)
Rating:70Neutral
Price Target:―
Positive Factors
Leading Tech Franchise
The ETF focuses on well-known U.S. technology and tech-related leaders, giving investors exposure to companies at the center of digital innovation.
Sector Diversification Within Growth Areas
While technology is the core, the fund also holds communication services, consumer cyclical, financial, health care, and industrial names, which helps spread risk across several growth-oriented sectors.
Meaningful Size
With several billion dollars in assets, the ETF is large enough to offer good trading liquidity and stability compared with very small niche funds.
Negative Factors
Recent Weak Performance
The ETF has posted negative returns over the past month, three months, and year to date, signaling recent performance has been soft.
High Concentration in U.S. Tech
Almost all assets are in U.S. companies and the majority is in technology-related sectors, making the fund sensitive to downturns in U.S. tech markets.
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can gradually eat into investor returns over time.
JTEK vs. SPDR S&P 500 ETF (SPY)
AUM3.21B
RegionNorth America
Expense Ratio0.65%
Beta1.59
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. Volume349,633
30 Day Avg. Volume280,623
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
105.95Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering69
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JTEK Summary
JPMorgan U.S. Tech Leaders ETF (JTEK) is a U.S.-focused fund that follows a technology leadership theme rather than a traditional index. It mainly owns American tech and tech-related companies involved in software, cloud computing, artificial intelligence, and cybersecurity. Well-known holdings include Nvidia and Alphabet (Google), along with other major tech names. Someone might invest in JTEK to seek long-term growth and get diversified exposure to many leading technology companies in a single investment. However, because it is heavily tilted toward technology and related sectors, its price can rise and fall sharply with swings in the tech market.
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 leaning hard into U.S. tech, with a clear tilt toward semiconductors and AI. Lam Research, TSMC, and Ciena have been the real engines lately, with their shares climbing on optimism around chip demand and networking gear. Nvidia and Broadcom look steadier, no longer sprinting but still helping keep the fund’s tech story intact. On the flip side, Tesla feels like it’s losing charge, while Take-Two and Snowflake are dragging, their weaker trends offsetting some of the gains from the chip and infrastructure winners. Geographic exposure is almost entirely U.S.-centric, with TSMC a notable foreign outlier.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class C | 4.51% | $144.82M | $3.61T | 69.73% | 82 Outperform | |
| Tesla | 3.95% | $126.80M | $1.49T | 51.04% | 73 Outperform | |
| Take-Two | 3.94% | $126.46M | $39.16B | 3.51% | 53 Neutral | |
| Meta Platforms | 3.76% | $120.82M | $1.63T | 3.07% | 76 Outperform | |
| Nvidia | 3.63% | $116.76M | $4.32T | 57.80% | 76 Outperform | |
| Lam Research | 3.53% | $113.48M | $248.92B | 152.28% | 77 Outperform | |
| Snowflake | 3.41% | $109.49M | $61.76B | 13.57% | 54 Neutral | |
| Broadcom | 3.40% | $109.29M | $1.57T | 69.51% | 76 Outperform | |
| Ciena | 3.22% | $103.36M | $41.60B | 326.77% | 70 Outperform | |
| TSMC | 3.00% | $96.48M | $1.54T | 91.36% | 81 Outperform |
JTEK Technical Analysis
Negative
―
Price Trends
87.82
Negative
89.72
Negative
87.35
Negative
Market Momentum
-1.15
Negative
39.25
Neutral
49.92
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JTEK, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 84.21, equal to the 50-day MA of 87.82, and equal to the 200-day MA of 87.35, indicating a bearish trend. The MACD of -1.15 indicates Negative momentum. The RSI at 39.25 is Neutral, neither overbought nor oversold. The STOCH value of 49.92 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JTEK.
JTEK Peer Comparison
Comparison Results
Performance Comparison
JTEK
JPMorgan U.S. Tech Leaders ETF
81.81
14.83
22.14%
THRO
Ishares U.S. Thematic Rotation Active Etf
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DFAR
Dimensional US Real Estate ETF
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LCTU
BlackRock U.S. Carbon Transition Readiness ETF
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UTES
Virtus Reaves Utilities ETF
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PWRD
Tcw Transform Systems 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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