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JTEK - ETF AI Analysis

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JTEK

JPMorgan U.S. Tech Leaders ETF (JTEK)

Rating:69Neutral
Price Target:
JTEK, the JPMorgan U.S. Tech Leaders ETF, has a solid overall rating driven by high-quality tech names like Alphabet and ASML, which benefit from strong financial performance, positive earnings calls, and leadership in fast-growing areas such as AI and advanced chip equipment. Other major holdings like Nvidia, Broadcom, AMD, and Tesla also support the fund’s quality through strong growth prospects in AI, data centers, and semiconductors, though many of these stocks trade at high valuations. A weaker contributor is Take-Two, which faces profitability and cash flow challenges, and the fund’s heavy focus on U.S. technology and AI-related names is the main risk, as it increases exposure to sector-specific volatility and regulatory or demand shifts.
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)

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 leaning hard into the U.S. tech boom, with a clear tilt toward semiconductors and AI. Chip names like AMD, Lam Research, and ASML are doing the heavy lifting, rising on strong demand for AI and advanced manufacturing gear. Intel has also been climbing, adding extra fuel to the fund’s momentum. On the flip side, Tesla is losing steam and acting as a bit of a speed bump, while Alphabet and Nvidia have turned more mixed lately. Overall, this is a U.S.-centric bet on cutting-edge tech rather than a globally diversified mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Intel5.19%$227.70M$673.43B565.12%
64
Neutral
Lam Research4.93%$216.11M$486.52B347.05%
77
Outperform
Alphabet Class C4.66%$204.15M$4.46T110.10%
82
Outperform
Nvidia3.54%$155.19M$5.10T44.72%
76
Outperform
Advanced Micro Devices3.53%$154.67M$876.24B325.71%
73
Outperform
Take-Two3.49%$152.88M$44.43B-0.84%
53
Neutral
Broadcom3.37%$147.88M$1.96T54.52%
76
Outperform
Palo Alto Networks3.26%$142.91M$234.54B40.86%
73
Outperform
ASML Holding3.10%$135.79M$726.46B147.43%
81
Outperform
SanDisk Corp2.94%$129.02M$323.54B4742.88%
55
Neutral

JTEK Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
102.51
Positive
100DMA
92.98
Positive
200DMA
92.22
Positive
Market Momentum
MACD
1.57
Negative
RSI
60.43
Neutral
STOCH
59.76
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 106.20, equal to the 50-day MA of 102.51, and equal to the 200-day MA of 92.22, indicating a bullish trend. The MACD of 1.57 indicates Negative momentum. The RSI at 60.43 is Neutral, neither overbought nor oversold. The STOCH value of 59.76 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
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$4.49B0.65%
69
Neutral
$6.36B0.57%
75
Outperform
$1.75B0.19%
69
Neutral
$1.56B0.75%
68
Neutral
$1.45B0.15%
74
Outperform
$1.44B0.49%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JTEK
JPMorgan U.S. Tech Leaders ETF
111.55
28.01
33.53%
THRO
Ishares U.S. Thematic Rotation Active Etf
DFAR
Dimensional US Real Estate ETF
PWRD
Tcw Transform Systems Etf
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
UTES
Virtus Reaves Utilities 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.
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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